Retired Executive Consultant
San Francisco Bay Area
- Current
-
- Emeritus Executive Consultant at William S. Finkelstein (Self-employed)
- Captain/Owner at S/V Raptor Dance (Self-employed)
- Past
-
- Managing Director at Cisco Systems
- Board Member at CommerceNet
- Chief Scientist at Wells Fargo and Co.
- Vice President at Wells Fargo Bank
- Vice President at Citicorp
- Vice President at Citibank
- Director at Quotron Systems
- Vice President at Security Pacific Corp
- Sr. Instructor at UCLA
- Vice President at Security Pacific National Bank
- Education
-
- Los Angeles County Department of Parks and Recreation
- UCLA
- UCLA
- Chaffey High School
- Recommended
-
4 people have recommended Bill - Connections
-
352
connections
- Industry
- Financial Services
- Websites
Bill Finkelstein’s Summary
I'm the Inventor of Internet Banking. We launched first at Wells Fargo on May 18, 1995 and beat next bank to market by over 6 months.
Experienced, hands on, Sr. executive, consultant and speaker with a proven track record of success, now in semi-retirement.
I am available for selected, high impact speaking opportunities and/or consulting engagements. Contact me for more information (see our web site for my email address).
My wife, Mary and I we are currently cruising on our Valiant 50 sailing vessel "Raptor Dance"
See http://raptordance.com for my contact information (not listed here to minimize spam possibilities), photos and travel log.
Bill Finkelstein’s Specialties:
Specialties include: Technology and Operations management Sr. executive and consultant with a proven track record of delivering high quality results with low cost and risk. An expert at maximizing the return on enterprise technology investments. Recently focused on Internet enablement strategies and the design and architecture of successful Internet and IT sites. An expert in maximizing usability of technology, especially Internet enabled functions - especially in the consumer market segments.
Bill Finkelstein’s Experience
-
Emeritus Executive Consultant
William S. Finkelstein (Self-employed)
(Self-Employed; Myself Only; Financial Services industry)
February 2005 — Present (3 years 4 months)
Retired, but available for guest lectures, conference events and other interesting short term assignments.
Executive level consulting in Internet enablement, particularly in the Financial Service Industry -
Captain/Owner
S/V Raptor Dance (Self-employed)
(Self-Employed; Myself Only; Maritime industry)
December 2001 — Present (6 years 6 months)
Cruising the Pacific Coast of Mexico on Raptor Dance, our Valiant 50 sailboat. We're based in Paradise Village Marina, Nuevo Vallarta, Nayarit.
See our web site for pictures, stories activities and our current location: http://raptordance.com -
Managing Director
Cisco Systems
(Public Company; 10,001 or more employees; csco; Financial Services industry)
May 1998 — September 2004 (6 years 5 months)
Headed the financial services practice of Cisco’s Internet Business Solutions Group (IBSG). IBSG is a by invitation only, not for hire, strategy consulting organization that provides advise and guidance to Fortune Global 500 CEO and CxO level financial service executives on e-enablement and business transformation.
-
Board Member
CommerceNet
(Non-Profit; 11-50 employees; Internet industry)
March 1994 — September 2004 (10 years 7 months)
Charter member and since 1998 board member of CommerceNet, see: http://www.commerce.net.
Non-profit consortium promoting Internet Commerce -
Chief Scientist
Wells Fargo and Co.
(Public Company; 10,001 or more employees; wfc; Financial Services industry)
October 1992 — May 1998 (5 years 8 months)
Was Chief Scientist of Wells Fargo’s Online Financial Services Group. Was the original proponent of the Wells Fargo Internet initiatives (I nagged them until they let me build it!). Was responsible for the team that led Wells Fargo to be the first bank in the world to offer Internet banking on May 18, 1995. Previously, headed their corporate systems planning group, technology architecture board and was instrumental in architecting Wells Fargo’s security policies and enterprise network.
-
Vice President
Wells Fargo Bank
(Public Company; 10,001 or more employees; wfc; Banking industry)
October 1992 — May 1998 (5 years 8 months)
See Wells Fargo & Company, above
-
Vice President
Citicorp
(Public Company; 10,001 or more employees; c; Financial Services industry)
July 1980 — October 1992 (12 years 4 months)
Served as a Sr. executive in Citicorp for 12 years in various positions including the Citicorp Information Business CTO, Corporate Technology Office Systems and Technology unit head, Citicorp Global Network Chief Architect, headed and turned around the customer service unit at Citicorp/Quotron.
Consulted to COOs of world wide operating subsidiaries on management and technology challenges and opportunities, Including recovery from major system disasters in Australia, the UK, Italy Brazil and Argentina.
Created a series of high level education initiatives for senior business executives on technology and operations management. -
Vice President
Citibank
(Public Company; 10,001 or more employees; Financial Services industry)
July 1980 — October 1992 (12 years 4 months)
See Citicorp above
-
Director
Quotron Systems
(Public Company; 1001-5000 employees; Information Technology and Services industry)
June 1986 — 1990 (4 years)
As part of Citicorp. Headed Customer Service, Technical Support and Quality Assurance. Established first Call Center. Later, developed new network Architecture.
-
Vice President
Security Pacific Corp
(Public Company; BAC; Financial Services industry)
July 1971 — June 1980 (9 years)
Held strategic planning, technology and systems development management positions at Security Pacific Corporation. At Security Pacific he headed the team that developed and rolled out one of the first branch automation systems in California in 1975 and one of the first ATM networks in California in 1979.
Note- Security Pacific was acquired by Bank of America in 1995 -
Sr. Instructor
UCLA
(Educational Institution; 10,001 or more employees; Higher Education industry)
October 1967 — June 1980 (12 years 9 months)
Sr. Instructor in UCLA Graduate School of Management (later renamed "Anderson School of Management") and UCLA Extension. Taught advanced technology and technology management courses part time
-
Vice President
Security Pacific National Bank
(Public Company; 10,001 or more employees; SPC; Banking industry)
July 1971 — June 1980 (9 years)
See Security Pacific Corp.
Bill Finkelstein’s Education
-
Los Angeles County Department of Parks and Recreation
UICC, Scuba Instructor, 1990 — 1991
-
UCLA
MS, Engineering Computer Science, October 1966 — June 1971
- Activities and Societies:
- Tau Beta Pi
-
UCLA
BS, Engineering, October 1966 — June 1971
- Activities and Societies:
- Summa Cum Laude, Tau Beta Pi
-
Chaffey High School
Diploma, 1962 — 1966
Additional Information
Bill Finkelstein’s Websites:
Bill Finkelstein’s Interests:
Sailing, Worldwide Cruising, Food and Wine, Cooking, Technology, SCUBA diving
Bill Finkelstein’s Groups:
Seven Seas Cruising Association (SSCA), Corinthian Yacht Club of San Francisco, California Yacht Club, Vallarta Yacht Club, National Association of Underwater Instructors (NAUI), American Radio Relay League (ARRL), Tau Beta Pi
-
UCLA Alumni member -
Cisco Alumni Association member -
Forbes.com San Francisco Group member -
Forbes.com Entrepreneurs member -
Forbes.com Personal Technology Forum member -
Forbes.com Life member -
Citi Network member
Bill Finkelstein’s Honors:
Past Member of Patricia Seybold's Internet Pioneers Group,
UCLA Summa Cum Laude Bachlors of Engineering,
Tau Beta Pi
Bill Finkelstein’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- reference requests
- getting back in touch
