Jim Hardeman
EVP, Product, Zocks
Jim Hardeman is listed as EVP, Product, Zocks. B2DB records 2 sessions at 2 conferences in 2026, most recently The Wealth Mosaic Live US 2026 (November 2026). Speaks mainly on AI Lounge Session and Topic Breakouts.
Compiled from published conference agendas; not yet confirmed by Jim. Is this you? Claim this profile.
- Topics: AI Lounge Session, Topic Breakouts
About
Jim Hardeman is the Executive Vice President of Product at Zocks. Prior to joining Zocks, Jim was a co-founder or early employee at multiple startups including CMX1, EISI/NaviPlan, and Financial Profiles. Jim is an experienced product and marketing leader with demonstrated success in conceiving, launching, and scaling enterprise SaaS solutions and companies. With his deep expertise in strategy, product management, and marketing, Jim brings valuable insight into the design, positioning, sale, and delivery of enterprise solutions. Jim received his Bachelor of Arts degree in Economics from Pepperdine University.
Sessions at 2 conferences
The Wealth Mosaic Live US 2026 2 November 2026
Schwab IMPACT 2026 27 October 2026 – 29 October 2026
- From conversation to custody: Automating Schwab digital onboarding with Zocks AI Speaker · 29 October 2026
Spoke alongside
People who have shared a session with Jim at events on B2DB.
- David Navama Cofounder & CEO · Storyline 1 shared session
- Ian Karnell Chief Executive Officer · VastAdvisor 1 shared session
- Bob Leaper Senior Business Development Executive · SmartLeaf 1 shared session
- David Rankin Chief Revenue Officer · Proteus 1 shared session
- Mark Ovaska Head of Product · Field 1 shared session
- Michael Casciano President and Founder · EVO Wealth Consulting 1 shared session
- Peter Dietrich Global Head of Index Sales · TMX VettaFi 1 shared session
- Tom Burmeister VP, Product Solutions · Conquest Planning 1 shared session
Others from Zocks
- Brad Stoub GM 1 session
- Joe Wesolaski Managing Director, Enterprise Sales 1 session