Zocks
Drew DiMarino is an experienced Chief Revenue Officer with a proven track record in driving revenue growth in the technology and financial services sectors. At Zocks, an AI for Advisors company, and previously at Wealth Access, Inc., Drew has demonstrated leadership in developing strategic initiatives that enhance sales performance and market penetration.
This person is not in any teams
This person is not in any offices
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.