Daniel Wheeler Email and Phone Number
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Daniel Wheeler phone numbers
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.
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Adviser, Founder And Innovative LawyerFisc VenturesSan Francisco, Ca, Us -
Founder And DirectorF3: Female Founders Forum Oct 2024 - PresentCheerleader for this magnificent and disruptive project! -
Strategic AdvisorDyepack Oct 2023 - PresentPalo Alto, California, UsAdvise in the creation of the gold standard stablecoin. Bring 100% transparent auditability, fiat convertibility, privacy, and AML compliance to payments and crypto. -
Adviser, Founder And Innovative LawyerThe Fintech Lawyer Inc. Jul 2023 - Present -
Co-Founder, General CounselTrustcard Jun 2022 - PresentIrvine, California, UsDesign a credit card to replicate and enhance the private bank experience for high net worth families, foundations, and philanthropies. -
Founder, General Counsel And Board MemberFinancial Technology Bank Jan 2017 - Present -
Chief Executive OfficerSunstone Trust Company Aug 2020 - Jun 2023Irvine, California, UsSucceeded 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. -
General CounselCred Aug 2019 - Aug 2020San Mateo, California, UsCreate innovative products and services in the cryptocurrency industry. -
PartnerBryan Cave Leighton Paisner Llp May 2012 - Aug 2019International, OoDaniel 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. -
ShareholderBuchalter Nemer Jan 2007 - May 2012Los Angeles, Ca, UsDaniel 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. -
PartnerFriedemann Goldberg Llp Jan 2003 - Jan 2007Santa Rosa, Ca, UsAdvised and assisted community banks in solving a range of regulatory, lending and operational problems. -
Corporate AssociateJones Day Oct 1997 - Jun 1999Washington, D.C., UsNumerous banking, M&A, secured lending and venture capital transactions. -
Summer AssociateJones Day Jun 1995 - Sep 1996Washington, D.C., UsVarious litigation and transactional projects.
Daniel Wheeler Skills
Daniel Wheeler Education Details
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New York University School Of LawLaw -
Indiana University Of PennsylvaniaMathematics -
New York University School Of LawLaw
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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