Jon Patullo
About Jon Patullo
Jon Patullo serves as the Chief Product Officer at Apex Fintech Solutions, a position he has held since 2022. He has extensive experience in technology product management, having previously worked at TD AMERITRADE and Charles Schwab.
Work at Apex Fintech Solutions
Jon Patullo has served as the Chief Product Officer at Apex Fintech Solutions since 2022. In this role, he focuses on product strategy and development within the financial technology sector. His leadership contributes to the company's mission of enhancing the efficiency of financial services and improving user experiences.
Previous Experience at TD AMERITRADE
Before joining Apex Fintech Solutions, Jon Patullo worked at TD AMERITRADE for 16 years, where he held the position of Managing Director in Technology Product Management. His tenure at the company spanned from 2006 to 2022, during which he played a key role in developing technology-driven financial products.
Experience at Charles Schwab
Jon Patullo was the Managing Director of Digital Advisor Solutions at Charles Schwab from 2020 to 2022. His work involved overseeing digital solutions aimed at enhancing advisory services. This role was based in Westlake, Texas, and contributed to his extensive experience in the financial services industry.
Career at TD Waterhouse Securities
Prior to his roles at TD AMERITRADE and Charles Schwab, Jon Patullo worked at TD Waterhouse Securities as First Vice President from 1996 to 2006. His decade-long experience at the firm helped him build a strong foundation in financial product management and technology.
Education Background
Jon Patullo studied at Rider University from 1990 to 1993. His education provided him with essential knowledge and skills that have supported his career in the financial technology sector.