TradePMR Adds Industry Veteran Jon Patullo to Leadership Team
2024年5月14日 - 10:08PM
ビジネスワイヤ(英語)
Bringing decades of custody service and
technology experience to the team, Patullo comes aboard as Chief
Product Officer, overseeing the suite of technology solutions for
independent advisors
TradePMR, a technology and custodial services provider
for registered investment advisors (“RIAs”), today announces the
appointment of Jon Patullo as Chief Product Officer. Patullo
brings to the TradePMR team a unique combination of custody
platform experience and deep knowledge of technology and
integration solutions within the independent advisor ecosystem. His
background includes executive and leadership roles at Apex
Clearing, Charles Schwab & Co. and TD Ameritrade. Patullo joins
the leadership team at TradePMR as the firm celebrates its 25th
year as a custody solutions provider dedicated to independent
advisors.
“Professionals with Jon’s depth and breadth of experience are
few and far between in our industry,” says Robb Baldwin,
president and chief executive officer of TradePMR. “Jon’s
extensive expertise in developing and delivering technology
solutions that advisors need is exactly the kind of knowledge and
vision that will help TradePMR continue to deliver and execute for
advisors. He’s a proven innovator and thought leader who will be
invaluable to our continued success, and we couldn’t be more
excited to welcome him aboard.”
Over a career that spans more than two decades, Patullo has been
involved in the advisor-technology space since its early days. He
was the first vice president of technology development at TD
Waterhouse and led the transition of the institutional business’
technology in the wake of the merger between TD Waterhouse and
Ameritrade. He went on to senior technology roles within TD
Ameritrade where, among other career highlights, he was
instrumental in the launch of the firm’s VeoOne and Veo Open Access
platforms. Following Schwab’s acquisition of TD Ameritrade, Patullo
oversaw all Institutional platforms and integrations for the
combined company.
“Throughout my career in this industry I have seen TradePMR grow
alongside the independent advisor profession,” says Patullo.
“It’s inspiring to now be a part of that forward-thinking growth
and to join such an experienced and highly regarded leadership team
who are each dedicated to helping advisors grow and succeed. The
value that they place on people and culture is evident, and it
shows up in the work the team does every day.”
As TradePMR’s Chief Product Officer, Patullo will oversee the
continued growth and enhancement of the Fusion technology platform.
Ranked as a top-rated advisor platform in the 2024 T3 survey1,
Fusion is a fully integrated purpose-built advisor platform that
has evolved over more than a decade based on user experience and
feedback from thousands of independent RIAs.
“As we celebrate 25 years and look ahead to the future, the kind
of experience and leadership that Jon brings helps us further
envision the road ahead,” says Baldwin. “The industry is at
an inflection point and continues to evolve as we see further
consolidation. Jon will have an immediate impact in our ability to
capture the opportunity, as his expertise in helping firms
streamline their back offices is unmatched.”
- 2024 T3 Inside Information Software Survey, Bob Veres &
Joel Bruckenstein, January 2024
ABOUT TRADEPMR
For more than two decades, TradePMR has worked with
growth-minded independent registered investment advisors (RIAs),
providing innovative technology tools and support designed to
transform their businesses. The privately held brokerage and
custodian services provider (Member FINRA/SIPC), based in
Gainesville, Fla., works to streamline fee-only investment
advisors' operations through comprehensive custodial, operational,
and trading support. For more information, visit
www.TradePMR.com.
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news, updates, and event information.
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