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Zocks, a privacy-first AI platform designed to help financial advisors capture key client insights and streamline workflows, today announced the appointment of Drew DiMarino as Chief Revenue Officer. With nearly 30 years of experience scaling high-growth fintech firms, DiMarino will oversee all revenue-generating initiatives as Zocks enters its next phase of expansion.
A recognized leader in financial services, DiMarino has built and led revenue teams at some of the industry's most transformational companies, including eMoney Advisor, and Riskalyze (now Nitrogen Wealth). At eMoney, he played a pivotal role in its successful acquisition by Fidelity. His track record spans working with independent advisors to large enterprises, driving adoption and engagement for game-changing fintech solutions.
“We’ve dedicated the past few years working tirelessly to build the best possible product,” says Mark Gilbert, CEO and Founder of Zocks. “I firmly believe in the power of our platform to transform how advisors communicate, engage with, and understand their clients. Drew has already demonstrated that he’s the right leader to bring Zocks to the market.”
“Zocks isn’t just another tool—it’s the missing piece. An AI-powered platform that transforms client conversations into structured, actionable data, Zocks provides real value to advisory firms,” said Drew DiMarino, Chief Revenue Officer of Zocks. “It’s one of those rare, highly effective platforms that I’m truly passionate about growing.”
DiMarino is building a high-caliber sales team to position Zocks as a top choice for advisors, wealthtech firms, and financial institutions. “In all my years, I’ve never seen a platform deliver such an immediate impact and ROI for advisors and firms,” added DiMarino. “Zocks is set to transform how both advisors and enterprises operate, and I’m excited to join a seasoned team with a strong track record of building and scaling successful products.”
DiMarino is the first in a string of anticipated hires headed to Zocks following the Series A funding round as the firm ramps up for aggressive expansion, major strategic partnerships, and a steadfast investment in platform performance.
About Zocks
Founded in 2022, Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host of investors including Lightspeed, Global Founders Capital and Ascend. Learn more about Zocks and try it out at www.zocks.io.
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