Idan Ben Naim Email and Phone Number
Over 15 years of experience in the capital market as an executive in a top financial service organization and in a Fintech companies, specializing in financial services products, regulation and innovation.Extensive organizational knowledge and business acumen, strong product sense, with a focus on business growth and a passion for developing innovative products
Plant
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Chief Executive OfficerPlant May 2023 - PresentHerzliya, Il -
Business Advisor - Fintech & RegtechFreelance Dec 2022 - May 2023
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Vp Business Development & InnovationZirra Jul 2021 - Nov 2022Tel Aviv, Israel, IlZirra AI develop a SaaS platform that generates automatically engaging financial content and insights for use on all social media platforms• Design and build an innovative market-leading product from ideation to product market fit and beyond• Define the overall product vision and strategy, product planning, roadmap, and features definition • Identify, negotiate, and close new strategic business opportunities • Research and understand competition, key customers, market trends, regulation, upcoming opportunities and challenges• Handling strategic financial clients (such as banks, investment houses, and fintech companies) from A to Z, understanding client needs while providing creative solutions and pricing -
Svp Legal, Compliance And Risk ManagementPsagot Investment House Jan 2019 - Jun 2021תל אביב, ישראל, IlI was proud to lead the teams that carried out the Psagot group merger and acquisition(may 2021)., in which the long-term savings activity was merged with Altshuler Shaham investment house, and the financial activity was sold to Value Capital group.This significant project was managed for two years and included many aspects such as - introducing the company to potential investors, legal and regulatory support including complex regulatory approvals, establishing a DATA ROOM, managing the DD process, pre-LOI analysis, responsible for the different tracks and teams (Product, Business, Accounting, Tax, HR, Operations, etc), supervise the synergy/integration planning and support the deal Structuring and the final SPA documentation while keeping business continuity.• The CEO's right hand, an executive management team member • Supporting all aspects related to the Board of Directors• Establish legal and strategic procedures for the company• Advice on all legal, risk, and regulatory aspects of the business • Reviewing, drafting, and negotiating a variety of commercial agreements to support the company's business -
Vp - Head Of InnovationPsagot Investment House Dec 2016 - Jan 2019תל אביב, ישראל, Il• Led the "Psagot" Group's digital transformation strategic project, including implementing advanced RPA (Robotic Process Automation) technologic. • Establishing business collaborations with fintech companies and fintech hubs (for ex - Tipranks)• Creating and launching an innovative financial product • Mentoring and advising fintech companies in all aspects -
Vp - Chief Compliance Officer & Head Of RegullationPsagot Investment House Jul 2012 - Jan 2019תל אביב, ישראל, Il• Designed and maintained internal controls and procedures related to securities compliance, including sub-certification and compliance with insider trading policies• Represent "Psagot" externally in discussions and producers with regulatory authorities worldwide • Develop and implement a quality management automated compliance system to insure that" Psagot's" business activity complies with regulatory requirements -
Legal Advisor & Compliance OfficerPsagot Ofek Jul 2009 - Jul 2012• Developing and managing compliance policies and control program procedures• Handling AML policies, guidance and reports
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Legal PracticeIbm Jul 2008 - Jan 2009Armonk, New York, Ny, Us
Idan Ben Naim Education Details
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Reichman UniversityLaw -
Reichman UniversityLaw -
Reichman UniversityAnd Related Support Services
Frequently Asked Questions about Idan Ben Naim
What company does Idan Ben Naim work for?
Idan Ben Naim works for Plant
What is Idan Ben Naim's role at the current company?
Idan Ben Naim's current role is CEO at PlanT 🌱 , EX SVP legal, Compliance and Risk management at Psagot& EX VP Biz Dev & Innovation at Zirra AI.
What schools did Idan Ben Naim attend?
Idan Ben Naim attended Reichman University, Reichman University, Reichman University.
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