Fundz

CG Financial Services Appoints Jon Patullo as Chief Operating Officer and Chief Information Officer

PRIVATEOct 03, 2026

Position

Chief Operating Officer

Company

CG Financial Services

Jon Patullo
HaslettFinancial ServicesFinanceLendingBanking

Description

CG Financial Services has appointed Jon Patullo as its Chief Operating Officer and Chief Information Officer. This dual role aims to strengthen the firm's technology and operational capabilities amidst ongoing expansion.

Company Information

Company

CG Financial Services

Location

Haslett, Michigan, United States

About

Founded in 1999, CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. The company offers a wide array of personal and business financial services, striving to understand the personal journey of their clients and providing services tailored to individual needs.

Fundz sees it the moment CG Financial Services changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Drew
Likely contact at this company
••••••••@••••••••

See Drew's verified email →

Scott
Likely contact at this company
••••••••@••••••••

See Scott's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for CG Financial Services's next move

Learn about Strategic plan

CG Financial Services changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.