Jon Patullo

Jon Patullo has extensive experience in the financial technology industry. Jon currently serves as the Chief Product Officer at Apex Fintech Solutions since 2022. Prior to that, they worked at Charles Schwab as the Managing Director of Digital Advisor Solutions from 2020 to 2022. Before joining Charles Schwab, Jon spent a significant portion of their career at TD AMERITRADE where they held the position of Managing Director of Technology Product Management from 2006 to 2022. Jon was responsible for overseeing advisor-facing technology, products, and services, including their Veo platform, Veo open access, Advisor Client platform, and third-party technology relationships. Jon's early career involved working at TD Waterhouse Securities as a First Vice President from 1996 to 2006.

Jon Patullo attended Rider University from 1990 to 1993. No information regarding the degree or field of study pursued by Jon Patullo during this period is available.