Bill Finkelstein

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).

I am also available for website design and for computer, marine and amateur radio diagnosis and repair. I specialize in services to the cruising community. see: http://williamfinkelstein.com for more information.

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, 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

Treasurer & CIO

Vallarta Yacht Club

(Non-Profit Organization Management industry)

April 2008 — Present (1 year 8 months)

Member of the Executive Committee, The Board of Directors, Treasurer & CIO of the Vallarta Yacht Club in Nuevo Vallarta, Nayarit Mexico.
Executive Consultant

William S. Finkelstein

(Financial Services industry)

February 2005 — Present (4 years 10 months)

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 (8 years )

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
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.
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

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
Chaffey High School

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