Jim Hardeman

EVP, Product

Role
Executive Vice President, Product at Zocks | AI for Advisors
Location
Chattanooga, TN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jim Hardeman

I’ve had the privilege of being an integral part of launching and/or scaling several…

Experience

  1. Executive Vice President, Product

    Zocks | AI for Advisors

    Nov 2023 — Present · San Francisco, CA, US

    Zocks is a privacy-first AI platform built specifically for financial advisors that analyzes conversations and email communications to capture key information, create better records, maintain client profiles, and accelerate workflows. With Zocks, Advisors can be fully engaged in every client conversation, and never worry about missing a key detail.

Education

  • Pepperdine University

    BA

Skills

  • Saas
  • Agile Methodologies
  • Strategy
  • Management
  • Scrum
  • Non-Profit Leadership
  • Product Management
  • Mergers
  • Integration
  • Enterprise Software
  • Team Leadership
  • Project Management
  • Product Launch
  • Partner Management
  • Product Marketing
  • Charity Governance
  • Business Strategy
  • Agile
  • Strategic Planning
  • Executive Management
  • Solution Selling
  • Mergers
  • Competitive Analysis
  • Start-Ups
  • Strategic Partnerships
  • Business Analysis
  • Product Development
  • Financial Services
  • Crm
  • Product Strategy
  • Cross-Functional Team Leadership
  • Marketing Strategy
  • Leadership
  • Market Research
  • Program Management

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Jim Hardeman — Executive Vice President, Product at Zocks | AI for Advisors in Chattanooga, TN, US | Unifers