Gwen Dalton brings over three decades of invaluable experience in banking and financial services to Cornerstone Advisors. Throughout her career, she has consistently delivered transformative results by driving strategic initiatives, managing complex product portfolios, and championing data-driven efficiency. During her 20-year tenure at Fiserv, Gwen held multiple leadership roles, managing a vast $80M product portfolio, spearheading price modeling initiatives, shaping operational strategies, and fostering strategic partnerships that propelled the company forward.
At TD Ameritrade, Gwen spearheaded major development initiatives that enhanced business operations and profitability. Her career began at a large regional bank, where she was instrumental in developing a comprehensive master customer database and conducting in-depth profitability analysis. This work provided critical business insights that drove strategic decision-making and enhanced financial performance.
In her current role at Cornerstone Advisors, Gwen leverages her extensive experience in the fintech industry and her expertise in data analysis and financial modeling to advise client engagement teams on key pricing elements and business terms. She collaborates with cross-functional teams and provides strategic negotiation insights, ensuring clients achieve the best possible outcomes in their technology contracts.
Gwen holds a Bachelor of Science degree in Business Administration from the University of Nebraska - Omaha.
