Brad Stoub
General Manager,
Zocks
Brad Stoub is a seasoned go-to-market leader with more than 20 years of experience in the Financial Services sector, recognized for building and scaling multiple companies into billion-dollar enterprises. He has consistently led high-impact GTM strategies across growth-stage organizations, driving revenue expansion and market penetration globally—from SaaS innovators to an early-stage insurance company where he built and led distribution and marketing.
Brad holds a B.B.A. in Finance from Loyola University Chicago, where he was an All-American Division I athlete, and an M.B.A. from the University of Notre Dame.
Outside of work, Brad enjoys snowboarding, water skiing, and spending time with his wife, Courtney, and their two energetic children.
Brad Stoub's Sessions
- May 20
- 1:30 pm
- - 2:20 pm
- Check Mobile App for Locations
- Breakout Session
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 preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
- May 20
- 9:55 am
- - 10:00 am
- Liberty Ballroom
- Main Stage Event
Whether it’s marketing, tech-enabled planning platforms, or AI that helps with client service, we have a workshop for you. Hear three, quick workshop previews so you can choose which Try-It-Now Workshop to add to your breakout schedule.
