Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

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
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
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, CA
05.2026

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

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

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