What Happened?
Jersey City, NJ based TD Ameritrade Institutional appointed Jon Patullo as Managing director of technology
About the Company
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). We provide a suite of solutions designed to help advisors build their businesses and meet their clients’ financial goals. We also understand the importance of being a fiduciary and are firmly committed to advocating on behalf of RIAs and their clients. Thousands of advisors count on TD Ameritrade Institutional and we work hard to exceed their expectations.
About the Person
Jon Patullo is responsible for all advisor-facing technology, products and services for TD Ameritrade Institutional. These responsibilities include oversight of the Veo platform, Advisor Client platform and third-party technology relationships. Joining the Company in 1996, Jon has been focused on building and supporting technology products and services available to the institutional client base, and was critical in bringing proprietary and third-party tools and information to clients. He has held multiple management positions in customer support, electronic trading, content management and product management. Patullo graduated from Rider University with a degree in finance and is based in Fort Worth, Texas. He holds Series 7, 9, 10 and 63 securities licenses.
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