Matthew Lugo
East Northport,NY
Summary
Results-driven finance student at St. John’s University with experience in sales, client outreach, real estate, and customer-facing operations. Strong communicator with demonstrated ability to build client relationships, conduct research, identify opportunities, and perform effectively in fast-paced environments. Brings a proactive, analytical, and results-oriented approach with a strong interest in financial services and business.
Overview
2
2
years of professional experience
Work History
Outreach Agent
New York State Solar
New York, New York
05.2026 - 08.2026
- Prospected residential customers through high-volume door-to-door outreach, initiating conversations, and identifying homeowners interested in solar solutions.
- Explained pricing, savings potential, and program details in a clear, client-focused manner while adapting messaging to different customer needs.
- Handled objections, built rapport, and advanced qualified prospects toward consultations, strengthening negotiation and relationship-building skills.
Team Member
Whole Foods Market Inc
Commack, New York
05.2025 - 08.2025
- Supported opening and closing operations, restocking, and store organization in a fast-paced, customer-facing environment.
- Communicated with customers, supervisors, and teammates to resolve issues efficiently.
Cashier
Dough & CO
Northport, New York
06.2024 - 09.2024
- Processed customer transactions, returns, and exchanges accurately while maintaining e
Real Estate Intern
Douglas Elliman
Huntington, New York
05.2024 - 09.2024
- Assisted with property research, client outreach, and administrative tasks, while supporting day-to-day real estate operations.
- Created flyers, brochures, and presentations using software and translated research into client-ready materials.
Education
Bachelor of Science - Finance
St. John's University
Jamaica, NY05-2028
High School Diploma -
Northport High School
Northport, NY06-2024
Skills
- Financial analysis
- Customer relationship management
- Market research
- Project management
- Effective communication
- Customer service
- Problem Solving
- Leadership
Timeline
Outreach Agent
New York State Solar
05.2026 - 08.2026
Team Member
Whole Foods Market Inc
05.2025 - 08.2025
Cashier
Dough & CO
06.2024 - 09.2024
Real Estate Intern
Douglas Elliman
05.2024 - 09.2024
Bachelor of Science - Finance
St. John's University
High School Diploma -
Northport High School