Carefull Announces Craig Mesick Joins as Senior Account Executive

Mesick brings more than 20 years of consultative sales and leadership experience in wealth management and the wealthtech industry.

New York, April 3, 2024 – Carefull, the financial safety service for seniors and those who support them, announced today that Craig Mesick is joining as a senior account executive. An experienced sales leader, Mesick will focus on building out the go-to-market strategy for Carefull Pro, the first PRT platform that enables wealth managers to protect clients, retain assets and capture wealth transfer.??

“At this point in the company’s growth, we are beyond thrilled to have Craig join our sales team to support our outreach and drive adoption of our PRT platform among wealth management firms,” said Todd Rovak, Carefull co-CEO and co-founder. “Craig’s sales leadership and wealth management experience will help us scale to meet the pent-up demand for Carefull’s protections.”?

Prior to joining Carefull, Mesick held senior solutions-focused roles at BridgeFT, a wealthtech-as-a-service platform, and Vise, an AI-driven investment management platform. Mesick also has extensive experience distributing advisory products and technology, and he has spent a significant portion of his career in the managed accounts space.

With Carefull, Mesick said he sees an opportunity to help wealth management firms and financial advisors provide a safe money-monitoring platform that helps older adults maintain financial independence while providing peace of mind to the family members who help with their finances. “As someone who has had to step in as a financial caregiver for my parents,? I can personally relate to the challenges that advisors may be facing with older clients and communicating with their financial caregivers,” he said.

Mesick plans to bring awareness to the wealth management space of the additional support older adults need to protect their finances as they age or if they experience cognitive decline. “Carefull addresses the various ways to provide this support and protection,” he said.

About Carefull

Carefull is an all-in-one financial safety service that organizes and protects everyday finances of older adults and helps support the 45 million U.S. financial caregivers managing the daily finances of an older loved one. Carefull's technology integrates senior-specific financial monitoring, identity theft protection, password and document management, a trusted contacts system and how-to content, replacing the ad hoc paper pile, spreadsheets, bill stack and hold music that today greets older adults looking to maintain financial independence as they age and their loved ones who step in to help. Founded in 2019, Carefull believes that creating safer, smarter family financial protections isn't only about money. It's about relentlessly simplifying the awkward tangle that happens when money and family come together. For more information, visit www.getcarefull.com.