Lucas Callinan
Finance Student at Marist University | Aspiring by Wealth Management Professional | Owner of Callinan Landscaping
- Role
- Sales Associate at Protech Automotive
- Location
- Middletown, CT, US
- LinkedIn followers
- 500 followers
About Lucas Callinan
I am a sophomore Finance student at Marist University with a strong interest in wealth management and financial planning. I am developing a foundation in financial analysis, investments, and client-focused advisory through my coursework and academic projects.I am particularly interested in helping individuals and families achieve long-term financial goals through disciplined planning, portfolio strategy, and personalized service. I value building strong client relationships and approaching financial decisions with both analytical rigor and integrity.
Experience
Sales Associate
Jul 2023 — Present · Middletown, CT, US
Worked directly with customers to assess service needs, provide clear and accurate repair quotes, and explain recommendations. Managed inventory and parts coordination while utilizing CRM tools and the NAPA TRACS system for scheduling, estimates, invoicing, and customer records. Focused on delivering strong customer experiences and supporting efficient daily shop operations.
Education
Marist University
Finance, Econ.
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