Kurt Burger in

Kurt Burger

Energizer · DISC type I
Vice President Financial Consultant at Fidelity Investments
📍 Rockville Centre, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
37 Years
Current Role
Vice President Financial Consultant
Job Level
Senior
Location
Rockville Centre, New York, United States
Personality Overview

How Kurt shows up

Full Of Energy
Enthusiastic
Believer

They are people oriented, friendly and like creating new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Priorities

Topics Kurt cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2011
Vice President Financial Consultant
Fidelity Investments
4-2010 - 3-2011
Director
UBS Investment Bank
2010 - 2010
Sales Trader
UBS
2006 - 2010
Senior Vice President
BNY ConvergEx
2005 - 2006
VP
B-Trade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Kurt has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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