Jon PatulloChief Product Officer at TradePRMSpeaker
Profile
As TradePMR’s Chief Product Officer, Jon Patullo plays a critical role in shaping the product landscape and enhancing the advisor experience. With direct oversight of technology innovation, including the Fusion technology platform and integration strategy, Patullo drives innovation and user-centric development to meet the evolving needs of independent RIAs. Throughout the course of a career spanning over two decades, Patullo has been a pioneer in the advisor-technology landscape, helping shape the collaborative approach that drives numerous integration strategies across the WealthTech landscape. Ascending through senior technology product roles within TD Ameritrade, Patullo left an indelible mark on all technology, notably playing a pivotal role in the successful launch of the VeoOne platform becoming one of the first custody platforms to open up APIs to third-party vendors.
Agenda Sessions
Building for the Next $5B
, 2:20pmView Session
