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Mark Gilbert Email
Co-Founder and CEO . Zocks | AI for Advisors
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Current Roles
Employees:
42Revenue:
$0About
The Meeting Assistant made for Financial Advisors. \nZocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.Zocks | AI for Advisors Address
San Francisco, CA
United States