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Lucas Thompson

Mid-level Sales & Financial Services professional specializing in retirement plans and outbound prospecting

Pension AssociatesManhattanville CollegeStamford, CT9 Years ExperienceMid LevelWorks Remote

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About

Sales Development Representative with hands-on outbound experience (cold calls, email, in-person) plus entrepreneurial experience running a side business selling custom Children’s Hospital socks. Previously completed a year-long internship selling hot sauce, and uses tools like ZoomInfo, Excel, and ChatGPT for prospecting and business planning.

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Key Strengths

  • Multi-channel outbound outreach (cold calls + email + in-person)
  • Early-stage self-starter experience running a side business
  • Creates basic sales process/structure by organizing leads (Excel + planner)
  • Uses AI (ChatGPT) for business planning and lead-finding

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Experience

ConsultantPension Associates · Mar 2025 – Presentfreelance
FounderFernandus Forward · Dec 2023 – Present
Sales development representativeQuartile · May 2023 – Oct 2023
Funding specialistLibertas Funding · Sep 2022 – Apr 2023
Sales RepresentativeTickle Your Palate Hot Sauce · Mar 2021 – Mar 2022
Sales AssociateGriebs Pharmacy · Aug 2017 – Aug 2021part-time
CashierBistro Du Soleil · May 2014 – May 2015part-time
Peer MentorPathways And Connections · Sep 2021 – May 2022part-time
Orientation leaderValiant Learning Support Program · Jan 2019 – Jan 2021part-time
SprinterManhattanville College Track & Field · Jan 2018 – Jan 2020part-time
DrummerManhattanville College Jazz Ensemble and Jazz Combo Ensemble · Jan 2018 – Jan 2019part-time

Education

Manhattanville Collegebachelor, Business Management (2022)

Awards

  • Divisional Honors - Manhattanville College
  • Dean's List (Fall 2020) - Manhattanville College
  • Dean's List (Spring 2021) - Manhattanville College
  • MAC/Skyline Athletic Honor Role (2018-2019) - Manhattanville College

Skills

Microsoft ExcelMicrosoft PowerPointMicrosoft WordGoogle WorkspaceSalesCustomer ServiceLead generationChatGPTMicrosoft OutlookAbletonLogic ProAdobe SignCold CallingSales DevelopmentContract Editing

Languages

English

Memberships

  • National Honors Society of Academic Leadership and Success (2018-2022)

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Connect with Lucas

Lucas already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
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Lucas ThompsonMid-level Sales & Financial Services professional specializing in retirement plans and outbound prospecting