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
MANAGEMENT: FINANCIAL:
 RELATIONSHIP MANAGEMENT  INST. INVESTMENT MGMT SALES
 OPERATIONS MANAGEMENT  STATE & FEDERAL COMPLIANCE
 CONTRACT NEGOTIATION  FUND RFP & PRODUCTION
 CLIENT DEVELOPMENT  PUBLIC FUND LIAISON
 SALES & MARKETING  GLOBAL CUSTODY
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
CO-FOUNDER & CFO
K. DICHTER DESIGNS & HOMETOWN COUTURE, NATICK, MA 1/09 – PRESENT
(Artisan-designed leather products; retail sales and private classes)
 Created retail establishment to showcase hand-crafted wares; including incorporation,
State and local compliances, sales tax requirements, location leasing, and all marketing
 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
DEVELOPMENT COMMITTEE MEMBER, METROWEST JEWISH DAY SCHOOL 2008 - PRESENT