David Burg is a performance-driven financial services professional with over 25 years of experience in senior management roles involving client relationships, sales, marketing, operations, and business development. He has a proven track record of increasing revenue, transforming teams, and successfully starting new businesses. Burg is currently the Vice President of K. Dichter Designs, where he established financial systems and expanded sales.

1. DAVID BURG
14 RICHARD ROAD NATICK, MA 01760
H: 508-655-4668 C: 508-404-8881
dburg68@comcast.net
PROFESSIONAL PROFILE
Performance-driven and energetic financial services professional with extensive senior
management-level experience in client relationships, institutional sales and marketing, new
business development, operations and team-building. Known for strong ethics and personal
accountability. Outstanding interpersonal communication skills and management style.
Dedicated to world-class customer service, increasing market share and supporting the
company mission of excellence.
CORE COMPETENCIES
 INST. INVESTMENT MGMT SALES  RELATIONSHIP MANAGEMENT
 OPERATIONS MANAGEMENT  GLOBAL CUSTODY SERVICES
 PUBLIC FUND LIAISON  SALES & MARKETING
 FUND RFP & PRODUCTION  CONTRACT NEGOTIATION
 FUND SOFTWARE IMPLEMENTATION  STATE & FEDERAL COMPLIANCE
SELECTED ACCOMPLISHMENTS
 MANAGED multibillion dollar international newly-created closed-end mutual fund
 TRANSFORMED operations team to run successfully by fully analyzing procedures and staffing and
taking corrective action; created cohesive team environment
 INCREASED revenue by $2M by developing intermediate public fund market and brought group to
profitability within 1 year
 BUILT $1.5M mortgage company from start-up to successfully ongoing concern
 REACHED all target sales and performance goals in cross selling campaigns
 CENTRALIZED and reorganized 30 public funds with assets ranging from $500M to $5B
 CREATED corporate infrastructure for start-up including financial transaction processes, budgeting
functions and information systems
 EXPANDED company-wide compliance controls and procedures
 NEGOTIATED multimillion dollar contracts with wide array of services and fee structures
 DEVELOPED complete RFP processing and production model for institutional clients

2. DAVID BURG
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PROFESSIONAL EXPERIENCE
VICE PRESIDENT
K. DICHTER DESIGNS, NATICK, MA 1/09 – PRESENT
(Artisan-designed leather belts with embellished buckles)
 Established financial systems, administrative support, sales and marketing campaigns
and new business opportunities
 Increased revenues through expanded distribution channels
VICE PRESIDENT OF SALES
ONE KEY, MANSFIELD, MA 1/08 – 1/09
(Luxury travel agency focused on high-end executive clientele)
 Administered East Coast sales, developing new and innovative business model
 Negotiated contracts with high net worth individuals and created complex referral network
 Worked with marketing team to establish unique messaging for new company
SENIOR LOAN OFFICER
DYNAMIC CAPITAL MORTGAGE, BROOKLINE, MA 12/06 – 12/07
(Provider of residential and commercial loans)
 Originated residential and commercial real estate financing
 Generated and sold corporate mortgage programs
PRESIDENT & CO-FOUNDER
FINTERA CAPITAL CORPORATION, NATICK, MA 1/04 – 12/06
(Multi-state mortgage brokerage)
 Created multi-state mortgage company and established diverse lender relationships
 Served as CEO, overseeing all departmental functions
VICE PRESIDENT, INSTITUTIONAL SALES
CONGRESS ASSET MANAGEMENT, BOSTON, MA 5/01 – 1/04
(Specialize in diversified investment portfolios for institutions and high-net worth clients)
 Generated new sales, expanded sales opportunities to encompass the non-profit arena
and established primary relationships with investment advisors
 Created the division’s first comprehensive marketing structure and RFP process
VICE PRESIDENT, RELATIONSHIP EXECUTIVE
STATE STREET BANK, QUINCY, MA 6/98 – 5/01
(One of the world's leading provider of financial services to institutional investors)
 Account executive for 30 public mega-funds and developed intermediate market
structure for public funds
 Provided relationship management of public funds with fund consultants
SECOND VICE PRESIDENT, RELATIONSHIP MANAGER
CHASE GLOBAL FUNDS SERVICES CO., BOSTON, MA 1/92 – 6/98
(One of the oldest financial services firms in the world)
 Designated team leader responsible for client projects, service issue resolution, client
evaluations and on-site conferences; viewed contracts for fee assessment and negotiation
 Managed cross-selling custody accounting, cash management, foreign exchange and
asset management products for several premier clients
EDUCATION & AFFILIATIONS
MBA, SAWYER SCHOOL OF BUSINESS, SUFFOLK UNIVERSITY, BOSTON, MA

3. BA, BUSINESS ADMINISTRATION, WESTERN MICHIGAN UNIVERSITY, KALAMAZOO, MI