Andrew Frey
@andrew-frey-20588387
Senior Account Executive | Enterprise | AI & Fintech
Profile links
Experience
-
Senior Account Executive - Mid-Market
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate…
-
Account Executive - Financial Services
- Additional experience 1
- Additional experience 2
Unlock the full profile in Super Carl
See full connection graph context, complete work history, and AI-assisted outreach workflows.