Stephen Bergauer, Cfa Email & Phone Number

Santa Monica, Ca, Us

Austin, Texas Area

Austin, Texas Area

Austin, Tx

Tempe, Az

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.

Austin, Tx

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

Bachelor Of Science (B.S.), Mathematics (Probability & Statistics), Finance, Economics, 4.00

Activities and Societies: Barrett, The Honors College; W. P. Carey Leaders Academy; Undergraduate Student Investment Management Fund; W..

Summer School, Accounting And Finance

Attended both sessions of the 2014 London School of Economics Summer School. Coursework: AF 360: Options, Futures, and other Financial.

4.89 (Salutatorian)