Managing Director, Technology Platform Management
RIA Trends and Strategy
Jon Patullo is responsible for all advisor-facing technology, products, and services for TD Ameritrade Institutional. These responsibilities include oversight of the Veo® platform, AdvisorClient® platform and third-party technology relationships.
Joining the company in 1996, Patullo 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.