Fundraising Fox

Adam Israel

Unicorn founder

CCO & Co-Founder at Mesh

New York, New York, United States

FoundedMesh$1B

About

Adam Israel is Co-Founder and COO at Mesh and works as a startup advisor. He has experience in domestic and international wealth and banking businesses, including managing front, middle, and support functions at FINRA-registered broker-dealers, and has developed compliance and risk assessments and governance models. His areas of focus include retail bank branch management, wealth management, insurance, regulatory risk management, compliance governance, SaaS implementations, and Salesforce optimization.

CCO & Co-Founder at Mesh

Intro paths

β†’

In turn, Adam can intro founders to Mesh's investors below.

Co-founders at Mesh

BA
Bam AziziCEO & Co-Founder

Experience

  1. MeshCo-Founder and COOcurrent2020 β€” presentNew
  2. Compliance Risk Concepts (CRC​)Strategic Advisorcurrent2021 β€” presentUnited States
  3. AltoIRAHead Of Distribution2019 β€” 2020New York/Nashville
  4. HSBCChief Conflicts Officer-HSBC Securities Inc.2017 β€” 2018Greater New York City Area
  5. HSBCChief Administrative Officer/Chief of Staff2015 β€” 2017New York, NY
  6. HSBCEVP, Global Standards-Customer Due Diligence - Global Retail Bank2011 β€” 2015
  7. HSBCManaging Director, Investments and Insurance, EVP, Premier Banking2006 β€” 2011New York,NY
  8. BANK OF NEW YORK INVESTMENT CENTERManaging Director, Head of Retail Sales and Strategy,President Stanwich Insurance Agency2005 β€” 2006New York, New York
  9. JPMorgan ChaseManhattan Regional Manager1997 β€” 2005New York, NY

Skills & more

Financial Services46Investments40Wealth Management19Finance13Securities7Risk Management7Strategy29Leadership4Management15

From Adam's professional profile.

Frequently asked questions

Who is Adam Israel?
Adam Israel is Co-Founder and COO at Mesh and works as a startup advisor. He has experience in domestic and international wealth and banking businesses, including managing front, middle, and support functions at FINRA-registered broker-dealers, and has developed compliance and risk assessments and governance models. His areas of focus include retail bank branch management, wealth management, insurance, regulatory risk management, compliance governance, SaaS implementations, and Salesforce optimization.
Where does Adam Israel work?
Adam Israel is CCO & Co-Founder of Mesh.
What companies did Adam Israel found?
Adam Israel founded Mesh.
Where did Adam Israel go to school?
Adam Israel studied at NYU Stern School of Business (MBA, Finance/Management); Binghamton University (Bachelor of Arts - BA, Economics and Political Science).

Same school

Shared employers