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 currently holds Series 7, 9, 10 and 63 licenses.
Chris Valleley is responsible for Veo Open Access, a platform designed to integrate TD Ameritrade Institutional with over 30 third party vendors to offer advisors flexibility, choice and increased efficiency.
Valleley joined the Company in 1999 and has held management roles in technology, operations, business analysis, project management and product management, including serving as Product Manager for the Veo Next Generation website.
He received a B.S. in Political Science from the University of Nebraska.