Daniel Goldstein

Executive Director / CFO Enterprise Technology Functions at Wells Fargo

Plano, Texas, United States

About

Innovative finance and business management executive with over 20 years’ experience in the financial services industry. Change agent, with a proven track record of managing strategic partnerships and leading global finance teams to drive cost optimization and deliver financial control. Specialized in financial planning & analysis, program management, vendor management and strategic planning.

Experience

  • SVP / Technology Finance Sr Manager at Wells Fargo
    Jul 2021 - Present · 5 yrs

  • JPMorgan Chase & Co. (20 yrs 2 mos)
    • Executive Director - Global Technology Investment Governance
      Aug 2019 - Jul 2021 · 2 yrs

      Global Technology Investment Governance Firmwide Process Lead

    • Executive Director - Asset & Wealth Management Tech & Ops: Finance & Business Management Lead
      Nov 2015 - Jun 2021 · 5 yrs 8 mos

      Finance & Business Management Lead for Asset & Wealth Management Technology & Operations

    • Executive Director - Corporate & Investment Bank Technology: Finance Lead
      May 2012 - Nov 2015 · 3 yrs 7 mos

      Finance Lead for the Corporate & Investment Bank Technology Division

  • Project Manager at Summit Bank
    1990 - 2001 · 11 yrs