Stephen Bergauer, CFA

Experience

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  Decademy

  May 2012 - May 2016

  Co-Founder/Partner

  I co-founded a small business in May 2012 that sold educational and competition prep materials to students competing in Academic Decathlon, a prestigious academic competition for high school students.While at Decademy, my responsibilities included:--Developing all major product lines and conducting analysis of competitors' products and market demand to determine product focus--Directly interfacing with over 100 clients and handling customer service and retention; our renewal rate for an annual material subscription has topped 80% each year with a rapidly expanding customer base--Working with a start-up in China, SKT Platform, to bring Academic Decathlon to Chinese students; I discussed the program and team organization/study strategies with students, teachers, and administrators across China--Organizing sales campaigns, general marketing, and travel to various local, state, and national competitions--Managing website development and maintenance, daily financial tasks (invoicing, forecasting, cash flow management), and tax preparationOur small business was named as part of the Arizona Republic's "Top 35 Entrepreneurs Under 35" special in Fall 2013. Show less

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  Dimensional Fund Advisors

  May 2015 - Aug 2015

  Summer Analyst

  Summer analyst for Dimensional Portfolio Management team, based out of Austin, TX.

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  Dimensional Fund Advisors

  Aug 2016 - now

  • Portfolio Manager & VP

    Jul 2022 - now

  • Associate Portfolio Manager

    Dec 2019 - Jun 2022

  • Portfolio Management Investment Associate

    Jun 2018 - Dec 2019

  • Portfolio Management Associate

    Jan 2018 - Jun 2018

  • Portfolio Management Analyst

    Aug 2016 - Dec 2017