Zocks
Steven Latow is currently the Vice President of Business Operations at Zocks, where Steven captures essential data from conversations on a privacy-first AI platform. With prior experience at companies such as Custodia Bank, Hearsay Systems, and FactSet, Steven has held various titles in product management and implementation roles. Steven's expertise includes leading teams, managing clients through implementations, and providing valuable insights in the financial services industry. Steven also has experience in institutional fixed income sales and trading. Steven holds a Bachelor's degree in Quantitative Economics and Political Science from Boston College.
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.