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Trade Pmr Appoints Jon Patullo As Chief Product Officer

PRIVATEMay 14, 2024•about 2 years ago

Position

Chief Product Officer

Company

TradePMR

Jon Patullo
Gainesville

Description

TradePMR announces the appointment of Jon Patullo as Chief Product Officer. Patullo brings a unique combination of custody platform experience and deep knowledge of technology and integration solutions within the independent advisor ecosystem. His extensive expertise in developing and delivering technology solutions that advisors need is expected to help TradePMR continue to deliver and execute for advisors.

Company Information

Company

TradePMR

Location

Gainesville, Florida, United States

About

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com. Follow TradePMR on Twitter, Facebook, and LinkedIn for the latest news, updates, and event information. Securities are offered through Trade-PMR, Inc. * Growth Accelerator® is a registered service mark of Wells Fargo & Company and used under license. SOURCE TradePMR

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

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 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.