David Burg, Chief Financial Officer

Professional Overview

David Burg is a seasoned financial executive with extensive experience in the banking industry. As the Chief Financial Officer at WSFS Bank, he is responsible for overseeing the organization's financial strategy, operations, and risk management initiatives.

Experience Summary

Current Role

David has been serving as the Chief Financial Officer of WSFS Bank since August 2024. In this role, he is responsible for leading the bank's financial planning, analysis, and reporting functions, as well as managing its capital structure, liquidity, and overall financial performance. Under his leadership, WSFS Bank has consistently exceeded its financial targets and maintained a strong balance sheet, positioning the organization for continued growth and expansion.

Career Progression

Prior to his current role, David held various finance and accounting leadership positions within the banking sector. He spent over a decade at JP Morgan Chase, where he progressed through increasingly senior roles, including Vice President of Financial Planning and Analysis and Director of Corporate Accounting. David's diverse experience and proven track record of success have made him a valuable asset to the organizations he has served.

Academic Background

David holds a Master of Business Administration degree from Columbia University and a Master of Science in Engineering from the same institution. He also earned a Bachelor of Science in Engineering from Rutgers University, demonstrating his strong academic foundation and technical expertise.

Areas of Expertise

David's areas of expertise include financial planning and analysis, capital management, risk assessment, and regulatory compliance. He has a deep understanding of the banking industry and has successfully navigated complex financial and operational challenges. Additionally, David's leadership skills and strategic decision-making capabilities have been instrumental in driving the growth and profitability of the organizations he has served.

Professional Impact

Under David's leadership, WSFS Bank has achieved significant financial milestones, including record-breaking revenue growth, improved efficiency ratios, and enhanced shareholder value. He has played a pivotal role in spearheading the bank's digital transformation initiatives, leveraging technology to improve operational efficiency and enhance the customer experience.

Conclusion

David Burg is a highly accomplished financial executive with a proven track record of success in the banking industry. His strong analytical skills, strategic vision, and collaborative leadership style make him an invaluable asset to WSFS Bank. As the Chief Financial Officer, David is well-positioned to continue driving the organization's financial performance and positioning it for long-term success.