Daniel Wheeler
Bank and fintech founder, Optimal Stablecoin Design author, innovative lawyer in crypto, fintech, and banking
- Role
- Director, Treasurer at America's Christian Credit Union
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
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 24 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.Specialties: financial innovation, banking, wealth management, cryptocurrency.
Experience
Director, Treasurer
America's Christian Credit Union
Mar 2025 — Present
Serve as the Treasurer and a member of the board of directors advising the institution on growth strategy, modernization and values-based banking.
Education
New York University School of Law
J.D., Law
1993 — 1997
New York University School of Law
Doctor of Law - JD, Law
Indiana University of Pennsylvania
B.A., Economics, Mathematics
1989 — 1993
Skills
- Intellectual Property
- Funding Strategy
- Mergers & Acquisitions
- Start-Ups
- Loans
- Lender Licensing
- Financial Services
- Privacy Law
- Commercial Litigation
- Finance
- Litigation
- Trade Secrets
- Banking
- Fintech
- Financial Product Development
- Bitcoin
- Corporate Governance
- Deposits
- Credit
- Debt Collection
- Creditors' Rights
- Payments and Prepaid
- Regulatory Defense
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