Yousuf Hashimi
Summary
Senior Finance major with a strong focus on financial/investment analysis, market research, and client service. Experienced in Excel, portfolio tracking, and team operations. Preparing for the SIE exam and eager to contribute analytical and communication skills to a finance, investing, or strategy-focused role.
Overview
2
2
years of professional experience
Work History
Lighthouse Professional Placement & Caregivers
Walnut Creek, CA
05.2023 - Current
- -Supported intake process for seniors and families seeking care home placement; gathered client health, care, and financial info to streamline decisions
- -Coordinated with residential care facilities to confirm availability, pricing, and service options
- -Managed inquiry tracking, follow-up scheduling, and client notes using Google Sheets and CRM tools
- -Provided empathetic, high-clarity communication to families navigating complex medical and financial choices
- -Contributed to overall operations and organization growth through service-minded client engagement
Member Services Associate
Contra Costa Country Club
Pleasant Hill, CA
09.2023 - 07.2025
- -Delivered exceptional member service in a fast-paced, high-end club managed by Troon, ensuring smooth golf operations and elite guest experiences
- -Managed range setup, heavy equipment transport, and cart organization while maintaining safety, speed, and attention to detail
- -Communicated professionally with guests and staff while resolving last-minute operational changes
- -Operated independently and in teams under physically demanding conditions, contributing to consistent club presentation and member satisfaction
Education
B.S. - Finance & Analytics
Saint Mary’s College of California
Moraga, CA05.2026
Skills
- Excel (Pivot Tables, Basic Functions), PowerPoint, Word
- Google Workspace (Docs, Sheets, Forms, Drive)
- Fluent in Spanish and Farsi (Seal of Biliteracy)
- Strong interpersonal skills, team-oriented, adaptable, coachable
- Financial Modeling (basic DCF, IRR) — self-taught using excel
- Portfolio Tracking — Excel/Google Sheets
- Currently preparing for SIE Exam
Websites
Timeline
Member Services Associate
Contra Costa Country Club
09.2023 - 07.2025
Lighthouse Professional Placement & Caregivers
05.2023 - Current
B.S. - Finance & Analytics
Saint Mary’s College of California