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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TD Ameritrade
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 Lauren Hawkins |
Aug 11, 2020
The pioneering broker of free trades says it will hire hundreds of financial representatives in the region this year. On Monday, Robinhood reported some 4.3 million daily average revenue trades in June 2020, according to CNBC.
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by Lance Murray |
Nov 29, 2019
In this weekly roundup of funding, mergers, and acquisition activity involving companies with North Texas ties, you’ll also find news from Automation Anywhere, Maverick Capital, Charles Schwab, TD Ameritrade, SpotSee, and Novaria Group.
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by Lance Murray |
Nov 25, 2019
Schwab, known for low costs and financial technology, is finishing a large campus in Westlake. TD Ameritrade opened a regional headquarters last year in nearby Southlake.
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