Health Insurance Financial

Noah Abbassi

*** ******* ******, ******* **** NJ 07432

551-***-**** ****.*******@*****.***

EDUCATION

Investment Banking Institute New York, New York

Trainee January 2011

. Completed a four week intensive course on financial analysis, valuation

methodologies and advanced financial modeling

. Performed company valuations utilizing (i) comparable public company

analysis, (ii) precedent transactions analysis and (iii) discounted cash

flow (DCF) analysis

. Built fully-integrated financial statements projection model, LBO model,

accretion/dilution merger models, including ability to run operational

and capital structure sensitivities within models and data tables for

sensitivity analysis

Seton Hall University South Orange, New Jersey

Bachelor of Science in Business Administration May 2007

. Major: Finance

. Cumulative GPA: 3.3/ 4.0, Finance GPA: 3.3/4.0

. Member of Finance and Economics Club

EXPERIENCE

Waddell & Reed Morristown, NJ

Financial Advisor December 2009 - Current

. Providing comprehensive financial planning for high net worth individuals

and small businesses to determine needs and wants of clients

. Specialties include risk management (life, disability, buy-sell, etc.)

and investment management (stocks, bonds, etc.)

. Successfully employed, trained and developed intern to aid in making my

practice more efficient

. Informally trained and coached other associates in office to help

strengthen knowledge of products and sales

Abbassi Capital LLC New York, New York

Trader October 2008 - November 2009

. Concentrate specifically on trading Equities and US Government Bonds

. Manage personal account with approximately $250,000 in purchasing

power

. Actively make decisions through both technical and fundamental

theories

. Primarily trade spreads, focusing on two (2) and three (3) year notes,

and regional banks (ex HBAN)

Morgan Stanley Paramus, New Jersey

Financial Advisor June 2007 - September 2008

. Provided financial guidance to high net worth clients on the retail side

of the business for their investments, estate, insurance, and retirement

planning

. Devised strategies for clients and advised in achieving financial goals

. Performed detailed research analysis on markets and economy

. Actively pursued high net worth investors by conducting approximately

1,500 cold calls weekly - opened about 3 accounts per week

Thomson Financial New York, New York

Analyst June 2006 - April 2007

. Evaluated energy sector for clients of Capital Market Intelligence (CMI)

division using Thomson One, IR Channel and First Call

. Generated daily, weekly and monthly reports on how the stock and key

ratios have performed relative to its competitors

. Provided clients with detailed accounts of which institutions/hedge funds

are buying/selling shares

ADDITIONAL

Licenses: Series 7, 66, 3 & 31 Life and Health Insurance

Skills: Microsoft Office Professional (Word, Excel, PowerPoint), Windows

XP, 2000, Byte, Act!

Languages: Bilingual in English and Arabic

Financial Software: Direct Market Access (DMA) trading platforms, Thomson

Terminal

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