Zachary Rochon
Dodgeville,WI
Summary
Finance student with hands-on experience in customer service, data entry, and client support seeking a Financial Planning or Wealth Management Internship. Skilled in financial analysis, client communication, and accuracy with data management, aiming to contribute to client-focused investment strategies.
Overview
3
3
years of professional experience
Work History
Cashier
Piggly Wiggly
Dodgeville, WI
02.2023 - Current
- Processed customer transactions efficiently at checkout stations
- Maintained accurate cash drawers and balanced register at shift's end
- Worked closely with front-end staff to assist customers
Financial Planning Intern
HH Financial Planning Group
Dodgeville, Wisconsin
05.2025 - 08.2025
- Assisted senior advisors in preparing presentations for potential new clients.
- Performed data entry tasks related to client information maintenance.
- Assisted with onboarding new clients by gathering required documents and completing paperwork.
Order Fulfillment Associate
Lands End
Dodgeville, WI
12.2022 - 07.2024
- Processed customer orders efficiently using warehouse management systems
- Followed procedures at all times for personal and team safety
Education
BBA - Finance
University of Wisconsin - Whitewater
Whitewater, WI05.2028
Skills
- Customer service
- Patience and Empathy
- Professionalism
- Active listening
- Time management skills
- Accounting
- Presentation preparation
- Microsoft Excel
Accomplishments
First Team All-Conference, Varsity Men's Soccer (3x, 2021-2023) – recognized for athletic performance and teamwork excellence
References
References available upon request.
Timeline
Financial Planning Intern
HH Financial Planning Group
05.2025 - 08.2025
Cashier
Piggly Wiggly
02.2023 - Current
Order Fulfillment Associate
Lands End
12.2022 - 07.2024
BBA - Finance
University of Wisconsin - Whitewater