Zoelie Rogers
Accounting Student at the University of Minnesota
- Role
- Financial Analyst at 401k Plan Professionals
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Zoelie Rogers
I am a junior pursuing a degree in accounting at the Carlson School of Management at the…
Experience
Financial Analyst
Sep 2024 — Present · Edina, MN, US
As an Investment Analyst Intern at 401k Plan Professionals, I assist in the planning and execution of Investment Committee meetings, while providing support in research and presentation preparation. I use excel for data analysis, regularly updating and maintaining asset records for 150+ client 401k fund portfolios-My role requires accuracy, attention to detail, and strong organizational skills to support investment decisions.
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