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TYLER D. PATRICK FINANCIAL ANALYST &
INVESTMENT ANALYST32 Teddington Way | Mount Laurel, NJ 08054
609.217 .8805 | tylerdpatrick15@gmail.com
Highly organized Financial and Investment Analyst delivering a broad range of trading solutions,
transactions, management services, and strategic consulting sessions that target optimal financial outcomes for
diverse clientele. Proactively navigates intense workloads involving concurrent projects, complex information
systems, rapidly changing market landscapes, inquiry and analysis functions, and relationship management with
clients, staff, executive management, and key stakeholders. Possesses exemplary communication skills and excels
in demanding, fast-paced environments.
AREAS OF EXPERT ISE
 Strategic Planning & Analysis  Dow Chemical Financial Analysis
 Investment Analysis  Financial Statement Analysis
 Mutual Fund Creation  Problem Solving
EXPERIENCE
UBS Wealth Management  Mount Laurel, NJ  May 2014 –August 2014
INTERN
 Gained valuable financeexperience in devising retirement plans for clienteleand assisting wealth management sector.
Susquehanna University  London, UK  Fall 2013
STUDY ABROAD – SIGMUND WEIS SCHOOL OF BUSINESS
 Served as a consultant for major British multinational retail company, Marks & Spencer, specializing in selling of clothing,
home products, and luxury food products. Successfully measured and increased “footfall” in the Prague location.
 Completed consultation paper determining whether Panera Bread should expand to London, including analysis on market
and industry, culture and custom, and SWOT analyses.
T au Kappa Epsilon Fraternity  Selinsgrove, PA  2012- Present
EPISILON EXECUTIVE BOARD - HYPOPHETES
 Mediated differences between fraternity brothers and planned fraternity retreats, fundraisers, and charity events.
 Organized and facilitated annual philanthropy chicken dinner event fundraising $3,875 for St. Jude Children’s Research
Hospital. Experienced an increase in donations by 19% from 2013.
 Successfully completed 200+ hours of community service working with Gettysburg Battlefield, Sunbury YMCA Cleanup,St.
Jude Hospital, Relay for Life, Haven Ministries Homeless Shelter, SU Save the Girls (Breast Cancer Research), and Priestly
Elementary School YMCA Daycare.
Larchmont Swim Club  Mount Laurel, NJ  2009 - 2013
MANAGER
 Promoted from lifeguard to head lifeguard and then to Manager within 4 years for a 5 pool, 400-member swim club.
 Supervised, managed, and trained 65 lifeguards.
 Oversaw inventory, regulated chemicals for 5 pools, and procured first aid supplies.
EDUCATION & DEV ELOPMENT
Bachelor ofScience  Business Administration,Finance  Susquehanna University Sigmund Weis School ofBusiness 
Selinsgrove, PA
ACT IVITIES & AWA RDS
 Heart of a Champion Award, Swimming, 2015
 Susquehanna University Club Rugby Team, 2013
 Tau Kappa Epsilon Fraternity, 2012-2015
 Susquehanna University Varsity Swim Team Captain,
2011-2015

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TYLER RESUME

  • 1. TYLER D. PATRICK FINANCIAL ANALYST & INVESTMENT ANALYST32 Teddington Way | Mount Laurel, NJ 08054 609.217 .8805 | tylerdpatrick15@gmail.com Highly organized Financial and Investment Analyst delivering a broad range of trading solutions, transactions, management services, and strategic consulting sessions that target optimal financial outcomes for diverse clientele. Proactively navigates intense workloads involving concurrent projects, complex information systems, rapidly changing market landscapes, inquiry and analysis functions, and relationship management with clients, staff, executive management, and key stakeholders. Possesses exemplary communication skills and excels in demanding, fast-paced environments. AREAS OF EXPERT ISE  Strategic Planning & Analysis  Dow Chemical Financial Analysis  Investment Analysis  Financial Statement Analysis  Mutual Fund Creation  Problem Solving EXPERIENCE UBS Wealth Management  Mount Laurel, NJ  May 2014 –August 2014 INTERN  Gained valuable financeexperience in devising retirement plans for clienteleand assisting wealth management sector. Susquehanna University  London, UK  Fall 2013 STUDY ABROAD – SIGMUND WEIS SCHOOL OF BUSINESS  Served as a consultant for major British multinational retail company, Marks & Spencer, specializing in selling of clothing, home products, and luxury food products. Successfully measured and increased “footfall” in the Prague location.  Completed consultation paper determining whether Panera Bread should expand to London, including analysis on market and industry, culture and custom, and SWOT analyses. T au Kappa Epsilon Fraternity  Selinsgrove, PA  2012- Present EPISILON EXECUTIVE BOARD - HYPOPHETES  Mediated differences between fraternity brothers and planned fraternity retreats, fundraisers, and charity events.  Organized and facilitated annual philanthropy chicken dinner event fundraising $3,875 for St. Jude Children’s Research Hospital. Experienced an increase in donations by 19% from 2013.  Successfully completed 200+ hours of community service working with Gettysburg Battlefield, Sunbury YMCA Cleanup,St. Jude Hospital, Relay for Life, Haven Ministries Homeless Shelter, SU Save the Girls (Breast Cancer Research), and Priestly Elementary School YMCA Daycare. Larchmont Swim Club  Mount Laurel, NJ  2009 - 2013 MANAGER  Promoted from lifeguard to head lifeguard and then to Manager within 4 years for a 5 pool, 400-member swim club.  Supervised, managed, and trained 65 lifeguards.  Oversaw inventory, regulated chemicals for 5 pools, and procured first aid supplies. EDUCATION & DEV ELOPMENT Bachelor ofScience  Business Administration,Finance  Susquehanna University Sigmund Weis School ofBusiness  Selinsgrove, PA ACT IVITIES & AWA RDS  Heart of a Champion Award, Swimming, 2015  Susquehanna University Club Rugby Team, 2013  Tau Kappa Epsilon Fraternity, 2012-2015  Susquehanna University Varsity Swim Team Captain, 2011-2015