1. TAREK OBEISSY
8973 Quarry Drive | Naples, FL 34120 | (856) 524-6698 | tarekobeissy@gmail.com
EDUCATION
Florida Gulf Coast University, Fort Myers, FL Class of 2015
Double Bachelor of Science Degrees in Finance and Economics
· 3.3 Cumulative GPA
· Placed in top 10% on ETS business exit examination
Relevant Coursework: Financial Policy, Moral Foundations of Capitalism, Intermediate Price Theory,
Econometrics, Financial Management, Business Finance, Investments, Security Analysis
EXPERIENCE
Financial Planning, Intern – Lincoln Financial Group, Cherry Hill, NJ | May-August 2014
· Worked closely with certified financial planners and licensed team members to offer clients
investment and business solutions.
· Researched and proposed investment options to the team, some of which were implemented into
clients’ investment portfolios.
· Developed multiple processes incorporated into the firm’s daily operations including creating new
operational guidelines for Morningstar Principia as well as E-money software.
· Interviewed and made recommendations for 5 future intern hires.
7-11, Marlton, NJ & Bonita Springs, FL | 2007 – Current
· Assist in daily convenience store operations
· Managed 20 employee schedules
· Managed ordering and inventory, valuing approximately $100,000
· Gained valuable insight into managerial responsibilities including: scheduling, fluctuating business
volume, hiring/firing processes, team-work, working under time-sensitive conditions
INTERNATIONAL EXPERIENCE
Audencia School of Management, Nantes, France | May-August 2013
· Study Abroad Summer Session
Relevant Coursework: International Economics, Strategic Management, International Marketing &
Strategy, Consumer Behavior, Business & Cultural Environment in the European Union
TECHNICAL AND COMPUTER SKILLS
Developed a Proficiency in: Morningstar Principia, Client Database Management Systems (CRM), E-Money,
OmniSource, Frontier Financial Software, Microsoft Office (Word, Excel, PowerPoint and Outlook)
HONORS AND COMMUNITY INVOLVEMENT
· Omicron Delta Epsilon, International Honor Society in Economics
· Multiple Dean’s List Awards
· Kappa Alpha Order Fraternity
· 2009, 2010 New Jersey youth soccer state champion