Z
Zocks
0 followers
The Meeting Assistant made for Financial Advisors.
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.
Org chart
Mark Gilbert
Co-founder And CEO
Mark Gilbert
Collapse
Ákos Ratku
Co-founder, CTO
Jim Hardeman
Executive Vice President, Product
Steven Latow
Vice President Of Business Operations
Drew Dimarino
Chief Revenue Officer