Stephen Lange

Stephen Lange Email and Phone Number

Regional Director - Institutional @ Dimensional Fund Advisors
Austin, TX, US
Stephen Lange's Location
Austin, Texas, United States, United States
About Stephen Lange

I am a passionate and dedicated senior executive and entrepreneurial and consultative visionary focused on strategic investment planning; banking, finance, startups, and investment acumen; fiduciary responsibilities; corporate revenue and growth; personnel leadership; sales and marketing; and change management. I have a notable success record rooted in a deep knowledge of investment consulting, employee benefit and pension funding, regulatory compliance, revenue attainment, and commercial banking in fast-paced, highly regulated, and dynamic environments.Ways that I contribute my expertise:➨ Providing strategic planning, entrepreneurial vision, and thought leadership to drive business profitability, growth, and ROI➨ Utilizing banking, finance, investment, and fiduciary acumen to lead corporate success ➨ Competitively position the entity to secure and maintain a high-performing investment portfolio ➨ Incorporating collaborative skills to partner effectively with executives, clients, board of directors, decision-makers, sales and marketing teams, and other stakeholders ➨ Growing and safeguarding financial and investment resources while ensuring compliance and risk mitigation ➨ Improving operations and strengthening cross-functional collaboration and communication ➨ Employing various forms of marketing collateral and influential presentations to drive organizational awareness and increase client-centricity➨ Recruiting and coaching highly skilled associates and top talent, developing people, modeling accountability, and employing synergies for team success➨ Grooming and maintaining beneficial relationships and alliances, uniting toward common goals ➨ Driving overall organizational excellence by translating complex concepts into executable strategies➨ Recognizing and seizing opportunities to launch new and client-centric business improvements➨ Negotiating and closing deals and structuring sizable contracts➨ Overcoming business challenges, navigating industry complexities, and employing change management when needed➨ Performing efficiently and professionally during stressful times and in crises, retaining a positive outlook, managing multiple projects simultaneously, removing roadblocks impeding success, and continuing to strive for - and exceed - stretch goals while constantly monitoring staff and organizational performance Please feel free to reach out to me directly via LinkedIn or slange@fiduciaryic.com

Stephen Lange's Current Company Details
Dimensional Fund Advisors

Dimensional Fund Advisors

View
Regional Director - Institutional
Austin, TX, US
Website:
dimensional.com
Employees:
1743
Stephen Lange Work Experience Details
  • Dimensional Fund Advisors
    Regional Director - Institutional
    Dimensional Fund Advisors
    Austin, Tx, Us
  • Fiduciary Investment Consultants, Llc
    Founder/Ceo
    Fiduciary Investment Consultants, Llc 2023 - Present
    Austin, Tx
    I consistently contribute my years of accumulated expertise in investment consulting, investment policy creation, and compliance protocols to deliver notable success in enhancing organizational awareness, boosting the functional capacity of the entity, and ensuring regulatory compliance.▅ Understanding the importance of consistently maintaining compliance, I ensured total conformity, commencing with an enterprise startup and continuing through incorporation and the structure of contracts and related business documents.▅ Developed marketing collateral for a private institutional investment consulting firm, including a creative corporate logo, an informational website, and a LinkedIn presence to boost awareness of Fiduciary Investment Consultants, LLC.▅ My operations support initiatives included onboarding the best vendors to augment organizational capacity.
  • Investment Performance Services, Llc
    Partner/Senior Investment Consultant
    Investment Performance Services, Llc 2000 - 2022
    Savannah, Georgia, United States
    Holding a highly responsible and demanding role as partner and senior consultant, I capitalized on my fiduciary expertise to provide advice to trustee boards on the Employee Income Security Act of 1974 (ERISA) and Taft-Hartley plan sponsors; including carpenters, pipefitters, iron, electrical, sheet metal, and dock workers; operating engineers; and Teamsters. I employed portfolio performance and compliance skills while serving on the investment committee, setting profitability goals, and assessing risk, created asset allocation policies and capital market assumptions, and onboarded high-performing attorneys and investment managers.Recognizing the need to continually cultivate growth and revenue:▅ I increased the pension fund portfolio by billions, generating returns to exceed fees and positioned the portfolio for increases, and adjusted investment grade and high-yield fixed-income coverage. ▅ Produced tens of millions in customer savings by expertly negotiating vendor contracts.▅ Garnered revenue growth of +300% after acquiring new clients, increasing fees, and expanding contract responsibilities.▅ Delivered a 7.0% actuarial rate of return after astutely monitoring return volatility, providing liquidity for paying benefits. ▅ Proudly received the "Best Client Performance" distinction after numerous entity clients ranked in the top one percentile of the national database average.
  • The Savannah Bank, Na
    Senior Vice President
    The Savannah Bank, Na 1990 - 2000
    Savannah, Ga
    Recruited to manage a sizable commercial lending portfolio for a community bank, I oversaw five retail branches and spearheaded marketing activities that included onboarding a third-party marketing company. I launched a new business and a national bank's construction, commercial, and mortgage lending activities. Other successes focused on building assets, ensuring compliance, and beating the competition.▅ I utilized face-to-face customer relationship-building and business development acumen to champion a hundred-million-dollar asset increase. Designed marketing campaigns and a "customer-first" philosophy to outperform the banking competition and boost stakeholder value and bank profitability with effective asset control and strategically planned growth plans.▅ Office of the Comptroller of the Currency (OCC) compliance was met through my efforts in vetting and choosing financial software vendors meeting required regulatory requirements and operational integrity.

Stephen Lange Education Details

Frequently Asked Questions about Stephen Lange

What company does Stephen Lange work for?

Stephen Lange works for Dimensional Fund Advisors

What is Stephen Lange's role at the current company?

Stephen Lange's current role is Regional Director - Institutional.

What schools did Stephen Lange attend?

Stephen Lange attended Louisiana State University, The University Of Texas At Austin.

Who are Stephen Lange's colleagues?

Stephen Lange's colleagues are Clara Sunde, Jacqueline Edwards, Slava Platkov, Avery Anderson, Michelle Sanchez, Qerim Rudari, Alex Fridman.

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