JUDITH A. SCHAFFER
*** **** ******* ****** ************, PA 19144
****.********@*******.*** 215-***-**** (Cell)
SUMMARY:
Demonstrated success as institutional trader of Equities and Fixed Income. Skills in banking, including Trust and Estate Administration. Retail sales experience with a strong focus on customer
service, sales productivity and training. Commendable communication and human relation skills
with proven abilities in designing and implementing work flow systems.
PROFESSIONAL EXPERIENCE:
Century 21 Dept. Store 2014- Present
Sales/Inventory Associate Philadelphia, PA
SELECTED ACCOMPLISHMENTS:
Customer Service
Sales Productivity
Inventory Control
Lord & Taylor Dept. Store 2013- Present
Sales/Inventory Associate Philadelphia, PA
SELECTED ACCOMPLISHMENTS:
Customer Service
Sales Productivity
Inventory Control
Cash Management
City Hall Visitors Center 2007- 2012
Manager Philadelphia, PA
SELECTED ACCOMPLISHMENTS:
Customer Service
Sales Productivity
Inventory Control
Cash Management
Daily Reports
PGA TOUR SHOP 2003-2007
Sales Associate The Philadelphia International Airport, PA
SELECTED ACCOMPLISHMENTS:
Customer Service
Sales Productivity
Inventory Control
MELLON BANK, N.A. 2000-2002
Senior Estate Specialist Philadelphia, PA
SELECTED ACCOMPLISHMENTS:
Support the Administration of Estate Settlements
Support the Administration of Crummey Trusts
Process of finding assets, liquidating assets and distributing the Estate to beneficiaries
STRAWBRIDGES 1992-2003
Sales Associate – Part Time (Better Sportswear) Philadelphia, PA
SELECTED ACCOMPLISHMENTS:
Customer Service
Sales Productivity
Training Classes
Inventory Control
CULPEPER CONSULTING GROUP 1999-2000
Consultant New York, NY
SELECTED ACCOMPLISHMENTS:
Knowledge of SEI and M & I Systems
Use of SMS Systems and AS 400 Systems
Reconcilement of Internal Accounts, Commercial and ARP check differences
INVESTMENT COUNSELLORS OF BRYN MAWR 1999-1999
(Subsidiary of Bryn Mawr Trust Company) Bryn Mawr, PA
Trader
SELECTED ACCOMPLISHMENTS:
Perform all equity and fixed income trading for subsidiary and Bryn Mawr Trust Company
E-mail daily updates regarding important financial news to all areas. Monitor soft-dollars on a monthly basis. Research questions from managers and clients regarding equities and fixed income offerings
BRYN MAWR TRUST COMPANY 1996-1999
Trader Bryn Mawr, PA
SELECTED ACCOMPLISHMENTS:
Perform all equity and fixed income trading for the Trust Department and their subsidiary
Responsible for downloading research data from the Harris System to create and develop six criteria’s for the equity approved list
Report the weekly activity of the common trust funds via computer to the Indata Performance Measurement Service
CORESTATES FINANCIAL CORP 1980-1995
Trader (1991-1995) Philadelphia, PA
SELECTED ACCOMPLISHMENTS:
Perform all equity and fixed income trading for their Corporate Trust and back-up trader for their Personal Trust and Employee Benefits Department
Selected to invest over $200 million for major accounts
Praised in review and letters for outstanding performance
Record of achievement in zero trading errors resulting in no dollar losses to clients
EDUCATION:
University of Pennsylvania, Philadelphia, PA School of General Studies Coursework: Economics
Financial Analysts Society, Philadelphia, PA Coursework: Investments Principles I and II
LICENSE:
Pennsylvania Real Estate License in escrow in Harrisburg, PA
PROFESSIONAL AFFILIATIONS:
Financial Analysis Society, Philadelphia, PA
Philadelphia Securities Association, Philadelphia, PA – Governor (1995-1996) (2000-2001)
Philadelphia Securities Association, Philadelphia, PA – Directory Chairman (1996-2001)