Building Wealth with David Myszewski of Wealthfront

Building Wealth with David Myszewski of Wealthfront

Author: Yodlee March 13, 2026 Duration: 28:34
Our guest on this episode of Yodlee’s Data Driven Finance is David Myszewski, Vice President of Product at Wealthfront. Dave oversees product development, consumer research, and client support. He spent 12 years at Apple, even contributing to the engineering team that developed the first iPhone. He has a Master's and Bachelor's degree in Computer Science from Stanford. And our questions for Dave are around wealth building access for young adults. Topics covered include: The biggest barriers for young professionals when it comes to building wealth The role financial institutions should play in educating young people Why young investors should not neglect the tax implications of their trades Lessons from helping develop the iPhone that were brought to fintech product development Letting customer support inform product development The multiple components of wealth building The philosophy of product-market fit How connected data helps lead to better products Trying to develop product amidst rapid technological change Millennial vs Gen Z wealth building and fintech tool behavior   Helpful Links: Wealthfront

How do you make sense of the vast streams of financial data shaping our world? Data-Driven Finance: The Financial Intelligence Podcast, presented by Yodlee, sits down with the innovators and analysts who are translating complex information into real-world strategy. This isn't about abstract theories; it's a series of grounded conversations exploring how fintech, open banking, and artificial intelligence are actively transforming how we lend, manage money, and achieve financial wellness. Each episode delves into a specific facet of the data landscape, from the practical applications of banking data to the ethical considerations of AI in finance. You'll hear experts break down the trends that matter, offering clarity on how data-driven decisions are creating more personalized and accessible financial services. Tune in for a clear-eyed look at the tools and ideas building the future of finance. Whether you're in the industry or simply curious about the forces influencing your financial life, this podcast provides the intelligent context you need.
Author: Language: English Episodes: 21

Data-Driven Finance: The Financial Intelligence Podcast
Podcast Episodes
Chris Gifford of USAA Bank on Data and Analytics Strategies [not-audio_url] [/not-audio_url]

Duration: 24:48
Our guest today is Chris Gifford, Chief Data & Analytics Officer at USAA Bank. We talk about data strategies, building with a mobile-first mentality and why people remain at the heart of innovation, covering such topics…
Justin Zeidman of Navy Federal Credit Union on Connected Finance [not-audio_url] [/not-audio_url]

Duration: 17:15
Our guest this episode is Justin Zeidman, VP of Digital Strategy at Navy Federal Credit Union. We talk about how credit unions are approaching and adopting digital transformation and leveraging digital financial data. To…
Bruce Schilder of Accenture on Open Banking Transformations [not-audio_url] [/not-audio_url]

Duration: 16:54
Bruce Schilder, North American Open Banking and Fintech Lead at Accenture. Bruce comes out of Syracuse’s Whitman School of Management, and before Accenture spent time at JPMorgan Chase and Sterling National Bank. We talk…
Dustin De Vincentis of Alumni Services on Digital Transformation [not-audio_url] [/not-audio_url]

Duration: 17:49
In this episode, we talk with Dustin De Vincentis, Global Head of Financial Services at Alumni Services. Dustin comes out of Columbia business school and has spent time at JP Morgan and Morgan Stanley before joining Alum…
Steve Boms of Allon Advocacy on Open Bank Regulation [not-audio_url] [/not-audio_url]

Duration: 21:54
Our guest this episode is Steve Boms, Founder and President at Allon Advocacy and also Executive Director of the Financial Data & Technology Association. Steve comes out of Penn State and has worked at Capital One, the I…
Jose Tagunicar of Stratyfy on AI in Lending [not-audio_url] [/not-audio_url]

Duration: 14:26
Our guest this episode is Jose Tagunicar, Product Strategy, Analytics, and Risk Management at Stratyfy. Jose was previously with FICO and Equifax. We talk about the latest takeaways from the FICO World 2024 gathering in…
David Snitkof of Ocrolus on Lending Data [not-audio_url] [/not-audio_url]

Duration: 26:11
In this episode, we speak with David Snitkof, entrepreneur and SVP of Growth at Ocrolus about bringing lending institutions the data they need to make more efficient and effective assessments of potential borrowers while…
Jean-Paul LaClair of FDX on Open Finance [not-audio_url] [/not-audio_url]

Duration: 15:15
In this episode we talk with Jean-Paul LaClair, Senior Director of Product and Financial Data Exchange about the best ways to pursue open finance through adoption of systems and standards. Jean-Paul came out of Cornell U…
Michael Whitt of ApexEdge on Subscriptions Management [not-audio_url] [/not-audio_url]

Duration: 14:36
In this episode we speak with Michael Whitt, President and Co-founder of ApexEdge, about subscription-based products and services and how financial institutions can offer superior customer experiences related to subscrip…
Farouk Ferchichi on Financial Intelligence and Wellness [not-audio_url] [/not-audio_url]

Duration: 20:07
In the debut episode of our podcast, we speak with Farouk Ferchichi, Group President of Envestnet | Yodlee and Global Head of Envestnet Data & Analytics about his fintech entrepreneurial background and how what he’s lear…