Summary
Overview
Work History
Education
Skills
Accomplishments
Fitness
Languages
Work Availability
Quote
Timeline
AccountManager

Mustafa Hashimi

Fremont,CA

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Focused Sales Consultant providing exciting product demonstrations and convincing leads to purchase. Detailed and quick-paced and true team player. Pursuing new sales-driven role where hard work and dedication will be highly valued.


Customer-focused Internet Director proficient in lead management and internet marketing strategy development. Easily interfaces with end-users, technical teams and professionals on all levels.

Overview

6
6
years of professional experience

Work History

Mustafa Hashimi Fitness

Mustafa Hashimi
2017.04 - Current
  • Explained and demonstrated safe and appropriate exercises for clients of various fitness and physical abilities.
  • Maintained aclean and organized workout environment to enhance overall fitness experience.
  • Helped clients reach fitness objectives by providing encouragement and motivation.
  • Explained use of exercise equipment to all participants, prioritizing safety at all times.
  • Collaborated with clients to identify potential barriers to achieving fitness goals.
  • Overcame objections using friendly, persuasive strategies.

Private Wealth Management Intern

Bay Street Capital Holdings
2022.06 - 2023.01
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on financial topics and best practices.
  • Presented financial plans and investment recommendations to clients.
  • Recommended specific investments to help clients meet financial goals.
  • Studied financial documents to identify potential areas needing improvement.
  • Collaborated with clients to develop customized investment portfolios.

Internet Director

Chevrolet
2021.06 - 2021.11
  • Strategized with online vendors and sales managers for successful implementation of advertising drives.
  • Managed operations within sales department and applied knowledge of inventory tools, social media, CRM and reputation management strategies to attract new customers.
  • Monitored internet traffic and strategically managed email marketing campaigns to facilitate new sales.
  • Captured over $30,000 in monthly revenue through strategic marketing efforts and leadership of performance-driven sales team.

Sales Consultant

Honda
2020.09 - 2021.02
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Provided sales and customer service assistance to walk-in traffic
  • Responded to telephone and in-person requests for information.
  • Followed up with existing customers to provide additional support and address concerns.
  • Maximized customer retention by resolving issues quickly.
  • Presented products using interactive materials such as videos, charts and slideshows.

Sales Consultant

Acura
2019.06 - 2020.01
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Provided sales and customer service assistance to walk-in traffic.
  • Responded to telephone and in-person requests for information.
  • Followed up with existing customers to provide additional support and address concerns.

Education

Bachelor of Science - Analytics

San Jose State University
San Jose, CA
12.2024

Associate of Science - Business

Ohlone College
Fremont, CA
05.2023

Skills

  • Investment Analysis
  • Wealth Management
  • Quantitative Analysis
  • Lead Generation
  • Portfolio Diversification
  • Investment Recommendations
  • Monthly Financial Statements
  • Risk Evaluation
  • Lead Management
  • CRM Proficiency

Accomplishments

  • Built an online business to multiple 5 figures all by myself. Did the marketing, financing, contracting, and client fulfillment solo.
  • Used Microsoft Excel to develop client tracking spreadsheets.
  • Collaborated with team of intern in the development of a project for clients. (Wealth Management Intern).
  • Played quarterback (football) in high school and college. Built traits such as being a leader and thinking outside of the box.

Fitness

I have been into fitness and sports my whole life which led me to starting an online business in the field. 

Languages

English
Native or Bilingual
Persian
Professional Working

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

If you really look closely, most overnight successes took a long time.
Steve Jobs

Timeline

Private Wealth Management Intern

Bay Street Capital Holdings
2022.06 - 2023.01

Internet Director

Chevrolet
2021.06 - 2021.11

Sales Consultant

Honda
2020.09 - 2021.02

Sales Consultant

Acura
2019.06 - 2020.01

Mustafa Hashimi Fitness

Mustafa Hashimi
2017.04 - Current

Bachelor of Science - Analytic

San Jose State

Associate of Science - Business

Ohlone College
Mustafa Hashimi