Zocks
Cade Shatzer is an Account Executive at Zocks, focusing on capturing important data from critical conversations. Previously, Cade worked as an Account Executive at Innovation Refunds, guiding SMBs through the ERC process, and as a Home Mortgage Consultant at Wells Fargo. With experience in loan processing, insurance sales, and customer service, Cade holds a Bachelor's Degree in Business Administration with a Marketing emphasis from Wartburg College.
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Zocks
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.