Apex Fintech Solutions Hires Schwab-TD Exec as Chief Product Officer of Advisory

Dallas-based Apex Fintech Solutions has tapped Jon Patullo to lead the technology product strategy for Apex Advisor Solutions, its advisory channel.

The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.

Fintech industry veteran Jon Patullo will join Dallas-based Apex Fintech Solutions as chief product officer of advisory in the fourth quarter of 2022, the company announced.

In this new role, Patullo will lead the technology product strategy for Apex Advisor Solutions, the advisory channel of Apex Fintech Solutions. He will collaborate with Olivia Eisinger, general manager of advisory solutions, the company said in a statement. Eisinger is responsible for the advisory strategy, running the advisory business and leading the advisory solutions team.

“Apex is on a mission to help growth-oriented advisory firms modernize their businesses and the experience they offer their clients,” Eisinger said in a statement. “We are thrilled to welcome Jon to lead our efforts accelerating our advisory technology strategy. Jon has made incredible contributions to the RIA industry, and we are excited about his passion to continue raising the advisory technology bar.”

‘An innovative executive’

Apex leadership touts Patullo as an innovative executive.

“At Apex, our objective is to power the businesses we serve to ensure investors of all backgrounds have the opportunity and tools to succeed,” Apex Fintech Solutions CEO Bill Capuzzi said in a statement. “In turn, we’re incredibly excited about our mission to help advisory firms expand their services to all investors who want advice and to welcome Jon, an industry pioneer and admired technology innovator, to further enhance our advisory business. It is our aim to provide all advisors and their clients a frictionless, digital experience.”

A key player at Schwab and TD Ameritrade

Patullo brings more than 26 years of experience in advisory and financial technology to Apex. Most recently, he was managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.

At TD Ameritrade, he led all advisory platforms and third-party integrations for the Nebraska-based company, as well as setting the strategic direction of advisor-facing technology platforms. He led the launch of open architecture technology that’s instrumental to innovation across the advisory space today.

Patullo began his career at TD Waterhouse in 1996, serving in a variety of roles in electronic trading, customer service, technical support, and software development. While there, Patullo helped launch the Waterhouse web platform for retail customers and later the Veo, Veo Open Access, and Veo One custodial technologies.

Apex Fintech Solutions said its omni-suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries.

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