Tyler M. Sweeney
1322 Polo Road | Winston-Salem, NC 27106 | sweeneytm14@wfu.edu | 508.561.5251
EDUCATION
Wake Forest University, School of Business
Bachelor of Science in Finance
GPA: 3.1
Marketing & Advertising Club, Member
Study Abroad: Barcelona, Spain
Winston-Salem, NC
May 2016
Spring 2014 – Present
Fall 2014
PROFESSIONAL EXPERIENCE
Universal McCann
New York City, NY
Portfolio Management Resident – ExxonMobil Fuels & Lubricants Account
Summer 2015
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Chosen to participate in the highly selective IPG Residents Program
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Member of two portfolio management teams covering ExxonMobil’s fuels and lubricants lines of business
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Researched and prepared presentations that were used to convey ideas and programs to the client – particularly involved
in planning and presenting Formula 1 Racing as an effective marketing channel for promoting both fuels and lubricants’
Mobil 1 Extended Performance product.
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Regularly prepared and delivered monthly competitive analysis, budget/campaign flowcharts, and billing documents,
while developing expertise in tools such as Kantar Media Stradegy, MediaTools, Nielsen IMS Clear Decisions
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Participated in weekly Learn & Earn seminars, hearing from top executives across all of IPG Mediabrands’ companies
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Worked on a cross-company 10-week competitive project as part of the IPG Residents Program, analyzing strategic
business functions in need of innovation and improvement. A final presentation recommending solutions for UM as a
media agency was made to IPG’s Senior Executives and was awarded top presentation.
Ikonic Marketing Design – www.ikonicmarketing.com
Boston, MA / Winston-Salem, NC
Co-Founder
Summer 2013 – Present
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Founded a marketing company that provides website development/maintenance, branding and logo design, brochure
design, social media marketing/development, and email marketing to just over twenty active clients
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Performed successful SEO analysis for clients to assure optimal placement in search results from search engines
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Met with clients to develop creative strategies, marketing programs, interface design strategies, etc., to give our
customers their desired branding and marketing to appeal to potential customers
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Developed expertise in a variety of programming languages and design software, including WordPress, HTML,
Photoshop CC, Dreamweaver CC, and Indesign CC
UBS – Private Wealth Management
Boston, MA
Intern to Managing Director
Summer 2014
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Member of the Dillon Group, the leading UBS Wealth Management team in New England, consisting of four advisors
and two CSA's, managing over $1 Billion in assets
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Created portfolio allocation models with Morningstar Portfolio Manager, based on account values and investment
objectives for client proposals
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Analyzed, summarized and conveyed investment research to Managing Director, obtaining information through personal
research and analyst reviews led by senior financial leaders including the CIO and CFO of UBS and the Global Strategist
of BlackRock Investments
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Reviewed client portfolios, identifying areas of asset allocation and diversification improvement
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Generated customized portfolio materials for client presentations using Microsoft Excel and UBS’ ConsultWorks
LEADERSHIP ACTIVITIES, ADDITIONAL SKILLS, AND INTERESTS
Kappa Alpha Order Fraternity, Wake Forest University
August 2014 – Present
Social Chair
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Managed $65,000 annual event budget to elevate fraternity reputation and awareness. Facilitated annual chapter participation in major
university fundraisers such as, Hit the Bricks and Project Pumpkin
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Led the MDA Walk charity event in Clemmons, NC, recruiting and scheduling 40 volunteers, while helping to raise money with the
Philanthropy Chair
Computer: Proficient in Adobe Creative Suite, Microsoft Excel, Wordpress, MediaTools, Nielsen IMS Clear Decisions, Kantar Media,
Morningstar Portfolio Manager, ConsultWorks (UBS Financial Application), Bloomberg
Language: Proficient in Spanish
Relevant Coursework: Principles of Marketing, Applied Quantitative Analysis for Finance, Production and Operations Management,
Strategic Management, Financial Accounting Theory & Problems, Introduction to Economics, Entrepreneurship: Research Methods,
Intermediate Finance