Reece Benevides
Director of Advisor Success at Zoe Financial
Based in New York, United States
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Seniority
Director
Department
Customer/Client Service
Location
New York
Industry
Financial Services
Company size
65
Contact information
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r•••••••@zoefin.com
Phone
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Background
About Reece Benevides
At Zoe Financial, my role as Director of Advisor Success centers on strengthening advisor relationships and driving exceptional client experiences. I lead initiatives that help advisors confidently leverage our platform, ensuring that each partnership creates long-term value for both clients and firms. Our mission is to provide a seamless onboarding journey for new firms while deepening connections with existing partners. By identifying opportunities for growth and guiding firms through successful adoption, we reinforce Zoe Financial’s position as a trusted leader in the fintech space.
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