Daniel Wheeler

Daniel Wheeler Email and Phone Number

Adviser, Founder and Innovative Lawyer @ FISC Ventures
San Francisco, CA, US
Daniel Wheeler's Location
San Jose, California, United States, United States
About Daniel Wheeler

Dan Wheeler advises selected fintech startups and community banks in developing new products and businesses. He serves on the board of a credit card company he helped launch. Dan and his team are building an ecosystem of banking-as-a-service partnerships between banks and fintechs.Dan was a co-founder and the CEO of Sunstone Trust Company which provided high touch fiduciary and wealth management services to high net worth individuals and families. The trust company specialized in serving first and second generation immigrant families but welcomed anyone who values personal attention and responsive service.Prior to becoming a financial services executive, Dan was a Banking and Fintech regulatory partner in the Bryan Cave Leighton Paisner international law firm and led the firm's fintech regulatory practice. For 22 years, he advised banks, crypto and blockchain companies, financial technology companies, credit unions and other financial institutions on their most important challenges and opportunities. Dan is particularly adept at financial services innovation, including the design and upgrade of consumer and commercial financial products and business lines. Mr. Wheeler has successfully navigated many significant regulatory challenges. Sometimes this involves intervention and advocacy with the Federal Reserve, FDIC, OCC, NCUA, CFPB and state financial regulators, as well as negotiation of enforcement actions.Dan is also the founder and adviser to Financial Technology Bank which will empower money service businesses and fintechs to better serve low and moderate income communities. Specialties: financial innovation, banking, wealth management, cryptocurrency.

Daniel Wheeler's Current Company Details
FISC Ventures

Fisc Ventures

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Adviser, Founder and Innovative Lawyer
San Francisco, CA, US
Daniel Wheeler Work Experience Details
  • Fisc Ventures
    Adviser, Founder And Innovative Lawyer
    Fisc Ventures
    San Francisco, Ca, Us
  • F3: Female Founders Forum
    Founder And Director
    F3: Female Founders Forum Oct 2024 - Present
    Cheerleader for this magnificent and disruptive project!
  • Dyepack
    Strategic Advisor
    Dyepack Oct 2023 - Present
    Palo Alto, California, Us
    Advise in the creation of the gold standard stablecoin. Bring 100% transparent auditability, fiat convertibility, privacy, and AML compliance to payments and crypto.
  • The Fintech Lawyer Inc.
    Adviser, Founder And Innovative Lawyer
    The Fintech Lawyer Inc. Jul 2023 - Present
  • Trustcard
    Co-Founder, General Counsel
    Trustcard Jun 2022 - Present
    Irvine, California, Us
    Design a credit card to replicate and enhance the private bank experience for high net worth families, foundations, and philanthropies.
  • Financial Technology Bank
    Founder, General Counsel And Board Member
    Financial Technology Bank Jan 2017 - Present
  • Sunstone Trust Company
    Chief Executive Officer
    Sunstone Trust Company Aug 2020 - Jun 2023
    Irvine, California, Us
    Succeeded in obtaining a de novo charter for a California trust company. Built a world-class wealth and asset management institution and brought innovation to the traditional trust industry.
  • Cred
    General Counsel
    Cred Aug 2019 - Aug 2020
    San Mateo, California, Us
    Create innovative products and services in the cryptocurrency industry.
  • Bryan Cave Leighton Paisner Llp
    Partner
    Bryan Cave Leighton Paisner Llp May 2012 - Aug 2019
    International, Oo
    Daniel Wheeler was a partner in the international law firm Bryan Cave Leighton Paisner LLP. He served in the firm’s San Francisco office, was a member of the Financial Services Client Service Group and served as the leader of the Fintech Practice Team.
  • Buchalter Nemer
    Shareholder
    Buchalter Nemer Jan 2007 - May 2012
    Los Angeles, Ca, Us
    Daniel Wheeler was a Shareholder in the firm's Bank and Finance Practice Group in San Francisco. Mr. Wheeler acted as outside counsel to banks, credit unions, factors, finance lenders and other financial institutions on lending, operational and general regulatory issues.
  • Friedemann Goldberg Llp
    Partner
    Friedemann Goldberg Llp Jan 2003 - Jan 2007
    Santa Rosa, Ca, Us
    Advised and assisted community banks in solving a range of regulatory, lending and operational problems.
  • Jones Day
    Corporate Associate
    Jones Day Oct 1997 - Jun 1999
    Washington, D.C., Us
    Numerous banking, M&A, secured lending and venture capital transactions.
  • Jones Day
    Summer Associate
    Jones Day Jun 1995 - Sep 1996
    Washington, D.C., Us
    Various litigation and transactional projects.

Daniel Wheeler Skills

Mergers And Acquisitions Litigation Banking Intellectual Property Loans Finance Commercial Litigation Credit Start Ups Trade Secrets Corporate Governance Deposits Financial Product Development Creditors' Rights Privacy Law Financial Services Bitcoin Regulatory Defense Lender Licensing Payments And Prepaid Funding Strategy Debt Collection Fintech

Daniel Wheeler Education Details

  • New York University School Of Law
    New York University School Of Law
    Law
  • Indiana University Of Pennsylvania
    Indiana University Of Pennsylvania
    Mathematics
  • New York University School Of Law
    New York University School Of Law
    Law

Frequently Asked Questions about Daniel Wheeler

What company does Daniel Wheeler work for?

Daniel Wheeler works for Fisc Ventures

What is Daniel Wheeler's role at the current company?

Daniel Wheeler's current role is Adviser, Founder and Innovative Lawyer.

What is Daniel Wheeler's email address?

Daniel Wheeler's email address is dw****@****ter.com

What is Daniel Wheeler's direct phone number?

Daniel Wheeler's direct phone number is +160223*****

What schools did Daniel Wheeler attend?

Daniel Wheeler attended New York University School Of Law, Indiana University Of Pennsylvania, New York University School Of Law.

What are some of Daniel Wheeler's interests?

Daniel Wheeler has interest in Triathlon.

What skills is Daniel Wheeler known for?

Daniel Wheeler has skills like Mergers And Acquisitions, Litigation, Banking, Intellectual Property, Loans, Finance, Commercial Litigation, Credit, Start Ups, Trade Secrets, Corporate Governance, Deposits.

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