The top 10 people to watch in the RIA business in 2012, Part 2
Keeping an eye on those gaining the most ground in the fleet-footed RIA industry
Bill Winterberg
For spot #2, I would have selected Jon Patullo, Managing Director of Technology Product Management at TD Ameritrade Institutional.
Consider the growth of the Technology Product Management team managed by Patullo, starting from essentially a single handful of employees to a group of dozens today.
What Patullo’s team is achieving with Veo® Open Access is something to be followed closely in 2012 as a driving force for the RIA business.
Jeff Spears
Now I know what it feels like to be a Cubs fan…“Wait 'till next year”
Impressive list.
Related Moves
Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
Adam Bold, the RIA who went Hollywood -- literally -- after his Mutual Fund Store cash out, is accused of 'general chaos' at his Tinseltown talent agency
Business partners made the lurid allegations in a lawsuit that's scandalous even by Hollywood standards, charging Bold's aberrant behavior has driven the agency to the brink of bankruptcy; Bold calls it a 'shakedown.'
February 14, 2024 at 3:58 AM
Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering
The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.
September 21, 2023 at 1:53 AM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Omniscient Enterprise Advisor
CRM Software
Top Executive: Felipe Luna
