Steven Latow
Vice President, Operations,
Zocks Communications, Inc.
Steven Latow is the Vice President of Operations at Zocks. Prior to joining Zocks, Steven led product and professional services teams at Factset, Hearsay Systems, and Custodia Bank. Steven has a proven track record of delivering value to customers, shipping technology solutions to market, and growing new revenue streams. Steven is a frequent industry speaker on supervision and compliance systems in financial services.
Steven received his Bachelor of Arts degree in Economics from Boston College.
Steven Latow's Sessions
- March 24
- 12:15 pm
- - 1:30 pm
- Davidson C
- Breakout Session
- Advisor Development, Personal Development
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.
- March 23
- 3:00 pm
- - 3:30 pm
- Davidson Ballroom AB
- Main Stage Event
The Octopus Organization with Jonathan Brill
Panel: Tools for Supporting the Octopus Organization, led by Jonathan Brill, with panelists Steven Latow and Kelvin Johnson
