AeroLeads people directory · profile
Jeffrey Zeleny Email & Phone Number
Account Executive
at
Zocks | AI for Advisors
1 work email found
@zocks.io
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Account Executive
Location
Shelton, Connecticut, United States
Company size
Who is Jeffrey Zeleny? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeffrey Zeleny is listed as Account Executive at Zocks | AI for Advisors, a with 69 employees, based in Shelton, Connecticut, United States. AeroLeads shows a work email signal at zocks.io and a matched LinkedIn profile for Jeffrey Zeleny.
Jeffrey Zeleny previously worked as Senior Sales Executive at Rightcapital and Sales Executive at Rightcapital. Jeffrey Zeleny holds Bachelor’S Degree, Business Administration from Champlain College.
Company email context
Email format at Zocks | AI for Advisors
This section adds company-level context without repeating Jeffrey Zeleny's masked contact details.
{first}.{last}@zocks.io
89% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey Zeleny. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Zeleny
Helping advisors implement robust planning software to help clients understand their financial future. Business graduate, with a focus in Finance and Accounting. Strong communicator with excellent customer service background.
Listed skills include Customer Satisfaction, Marketing, Sales, Sales Management, and 9 others.
Current workplace
Jeffrey Zeleny's current company
Company context helps verify the profile and gives searchers a useful next step.
Zocks | Ai For Advisors
12 roles
Jeffrey Zeleny work experience
A career timeline built from the work history available for this profile.
Senior Sales Executive
Current
Jan 2024 - Present
Sales Executive
Apr 2022 - Dec 2023
Sales Associate
Demonstrating the value of our planning software to Financial Advisors. Continue to develop/maintain both inbound and outbound sales process for our solution in the market place.
Sep 2020 - Mar 2022
Customer Success Specialist
Onboarding Financial Advisor's who have recently subscribed to the software. Provide training to help new users get up and running on the platform in the first 30 days. Following up, scheduling time, and continuously training advisors on proficiencies of software.
Jan 2020 - Aug 2020
Product Support Specialist
Assist advisors by helping model different scenarios in RightCapital's financial planning software.
Aug 2019 - Dec 2019
Sales Development Associate
Develop and implement strategy for creating strong pipeline of prospects for senior sales associates.
Jul 2018 - Jul 2019
Marketing/Administration Intern
Kwiniaska Golf Club
Develop social media strategy, conduct market research, create ad campaigns, and help with special projects as needed.
Sep 2017 - Dec 2017
Marketing Intern
Experience Gaelic Games
Managing social media platforms and helping day to day operations.
Aug 2016 - Dec 2016
Event Staff
Prepared orders for upcoming eventsWorked in a team to effectively and efficiently complete warehouse work and keep work space cleanDelivered products on-time to various locations all over New England
May 2015 - Sep 2015
Sales Associate
Duties included: opening and closing store, maintaining product placement in positioning, customer service, general operation, and most importantly sales of toys!
Oct 2011 - Feb 2014
Beach Boy
Fairfield Beach Club
Prepared premises for guests and events, ensuring premises was properly set up and to company standardsEnsured customers satisfaction by making sure guests needs were properly metMaintained property cleanliness
Apr 2012 - Oct 2012
1 education record
Jeffrey Zeleny education
-
Champlain College
FAQ
Frequently asked questions about Jeffrey Zeleny
Quick answers generated from the profile data available on this page.
What company does Jeffrey Zeleny work for?
Jeffrey Zeleny works for Zocks | AI for Advisors.
What is Jeffrey Zeleny's role at Zocks | AI for Advisors?
Jeffrey Zeleny is listed as Account Executive at Zocks | AI for Advisors.
What is Jeffrey Zeleny's email address?
AeroLeads has found 1 work email signal at @zocks.io for Jeffrey Zeleny at Zocks | AI for Advisors.
Where is Jeffrey Zeleny based?
Jeffrey Zeleny is based in Shelton, Connecticut, United States while working with Zocks | AI for Advisors.
What companies has Jeffrey Zeleny worked for?
Jeffrey Zeleny has worked for Zocks | Ai For Advisors, Rightcapital, Kwiniaska Golf Club, Experience Gaelic Games, and Vermont Tent Company.
How can I contact Jeffrey Zeleny?
You can use AeroLeads to view verified contact signals for Jeffrey Zeleny at Zocks | AI for Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Zeleny attend?
Jeffrey Zeleny holds Bachelor’S Degree, Business Administration from Champlain College.
What skills is Jeffrey Zeleny known for?
Jeffrey Zeleny is listed with skills including Customer Satisfaction, Marketing, Sales, Sales Management, Powerpoint, Leadership, Customer Service, and Customer Relations.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial