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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Jon Patulo
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.
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