Daniel Wheeler

Daniel Wheeler

CEO, Sunstone Trust Company

Daniel Wheeler is a founder and the CEO of Sunstone Trust Company which provides high touch fiduciary and wealth management services to high net worth individuals and families. We specialize in serving first and second generation immigrant families but welcome 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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