Cooper Roman
Account Manager
- Role
- Summer Internship at IVCi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Cooper Roman
Licensed financial professional with a B.S. in Business & Management from RPI and hands-on experience across private wealth, investment banking, and client relationship management. I hold my Series 7, Series 66, SIE, and Life & Health Insurance licenses.I currently manage a $3M account relationship at XPRS Retail, where I\'ve been part of building the business from the ground up, joining when it was just two people and helping scale it to a sq ft operation servicing 500+ locations nationally. That experience taught me what real client relationships and business operations look like day to day.Outside of work I\'m a former D3 lacrosse player at RPI, Liberty League Champions in 2024, which shaped how I think about preparation, competition, and being a good teammate.
Experience
Summer Internship
Jul 2024 — Present · Hauppauge, NY, US
Worked directly under the CFO and closely with the accounting departmentAssisted in preparing financial statements and balancing general ledgersCreated journal entries for financial recordsOrganized the client list by consolidating data, improving system efficiency
Education
Rensselaer Polytechnic Institute
Bachelor's degree, Business management
2021 — 2025
St. Anthonys High School
High School Diploma
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