Austin S.

Enterprise Accounts @ Zocks

Role: Enterprise Relationship Manager at Zocks | AI for Advisors
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Enterprise Relationship Manager
Zocks | AI for Advisors
Apr 2025 — Present · Philadelphia, PA, US

Education

University of Scranton
Bachelor of Science - BS, Finance, General

Contact information

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Work email
•••••@zocks.io
Personal email
•••••@•••••.com
Direct dial
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Current company

Zocks | AI for Advisors

Software Development · 189 employees · Founded 2022 · San Francisco, California, United States

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

zocks.io

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Experience

Enterprise Relationship Manager

Education

University of Scranton

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