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Robert Schaefer 675 Salfordville Road Harleysville, PA 267.664.9742 [email protected] EDUCATION West Chester University of Pennsylvania West Chester, PA B.S. in Actuarial Science, Minor in Finance Cumulative GPA: 3.07 Graduation: May 2016 PROFESSIONAL Dietrich and Associates Plymouth Meeting, PA EXPERIENCE Pension Risk Transfer Agent May 2015 – August 2015 Developed a thorough knowledge and understanding of the pension market Built Excel databases for market interest rate trends and large potential client lists Held lead position for a 45 person annuity placement project Updated company system platform to the latest Windows OS and integrated new employees into the system Ran annuity quotes and analyzed defined benefit and defined contribution offers from DOL 95-1 “safest available” providers Gained valuable business experience through involvement in business meetings and conference calls Created an email marketing campaign to inform current and potential clients of the institutional advisory services offered Iron Hill Brewery & Restaurant West Chester, PA Server Assistant September 2015-Present Work as part of a team to ensure complete customer satisfaction in a fast paced restaurant environment Harleysville Party Rental Harleysville, PA Operational Supervisor May 2010 – August 2014 Administrated set up/take down of tents and other party items at customer’s homes FOOD & BEVERAGE

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Page 1: Rob's Resume final

Robert Schaefer675 Salfordville Road • Harleysville, PA • 267.664.9742 • [email protected]

EDUCATION West Chester University of Pennsylvania West Chester, PA B.S. in Actuarial Science, Minor in Finance Cumulative GPA: 3.07 Graduation: May 2016

PROFESSIONAL Dietrich and Associates Plymouth Meeting, PAEXPERIENCE Pension Risk Transfer Agent May 2015 – August 2015

Developed a thorough knowledge and understanding of the pension market Built Excel databases for market interest rate trends and large potential client lists Held lead position for a 45 person annuity placement project Updated company system platform to the latest Windows OS and integrated new employees into

the system Ran annuity quotes and analyzed defined benefit and defined contribution offers from DOL 95-1

“safest available” providers Gained valuable business experience through involvement in business meetings and conference

calls Created an email marketing campaign to inform current and potential clients of the institutional

advisory services offered

Iron Hill Brewery & Restaurant West Chester, PA Server Assistant September 2015-Present

Work as part of a team to ensure complete customer satisfaction in a fast paced restaurant environment

Harleysville Party Rental Harleysville, PA

Operational Supervisor May 2010 – August 2014 Administrated set up/take down of tents and other party items at customer’s homes Trained and supervised new employees creating a more efficient employee group Team lead at set up locations

ACTIVITIES Member of the Actuarial Society at West Chester University Attended career presentations to learn more about the growing field of actuarial science and

meet fellow actuariesPrivate Math Tutor Tutored fellow students in Algebra and Calculus

Club and School Soccer Captain of Souderton Area High School soccer team Active member in local adult league

TECHNICALSKILLS

Proficient in Microsoft Excel, Word and PowerPoint as well as Adobe Acrobat Currently learning SPSS and MiniTab for statistical analysis

FOOD &BEVERAGE

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References available upon requestLinkedIn: https://www.linkedin.com/in/robert-schaefer-823bb4b9