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.
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Apex Fintech Solutions
Jon Patullo, chief product officer of advisory for Apex Advisor Solutions [Photo: TD Ameritrade]
Apex Fintech Solutions Hires Schwab-TD Exec as Chief Product Officer of Advisory
by Lance Murray | Oct 13, 2022
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.
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.
by David Seeley |
Nov 17, 2021
In all, 26 Texas companies made the list. Austin's Shipwell was near the top of the list at No. 4 with 32,670% revenue growth.
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by David Seeley |
May 26, 2021
While Apex will continue to observe the two-day settlement standard, it will simulate instant settlement by giving its customers immediate access to the cash value of trades in their accounts.
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