Schwab loses adviser fintech leader Jon Patullo to Apex
Apex Fintech Solutions chief product officer Jon Patullo
At TD Ameritrade, Patullo oversaw the strategic direction of adviser-facing technology and spearheaded the open-architecture approach to third-party integrations.
As Charles Schwab continues to work through its integration of TD Ameritrade, one of the leaders behind TD’s celebrated technology strategy is leaving for Apex Fintech Solutions.
Jon Patullo, a 26-year veteran in adviser fintech, will join Apex as chief product officer in the fourth quarter of
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