TradePMR Welcomes Four Industry Veterans to Lead the Evolution of Its Fusion Platform
Date – 20-Aug-2024
TradePMR Expands Team with Four Industry Veterans to Accelerate Fusion Platform Evolution
TradePMR, a leading technology and custodial services provider for registered investment advisors (RIAs), is excited to announce the addition of four industry veterans to its technology team. These strategic hires are set to enhance the development and expansion of TradePMR’s Fusion technology and integration platform. Joining the team of nearly 100 professionals are:
- Marcel Tsai – Director of Vendor Integrations
- Laura Villanueva – Senior UX Product Designer
- Rob Deguzman – Senior Technical Product Manager
- Matt Feigenbaum – Senior Quality Assurance Manager
“With the increasing demand for technology solutions that support the growth and success of independent advisors, it’s crucial that we scale our technology thoughtfully,” said R. Scott Victoria, CFP®, Chief Operating Officer at TradePMR. “These new team members bring invaluable expertise and insights that will drive our ongoing growth and innovation. Their combined knowledge will enhance our operational excellence and strengthen our position as a leader in advisor technology.”
These new hires follow the recent appointment of Jon Patullo as Chief Product Officer, reflecting TradePMR’s strategic focus on enhancing its talent pool with experts who have extensive experience in custody platforms and advisor-focused technology. Each new team member brings a wealth of experience from senior roles in technology at custodial firms, aligning perfectly with TradePMR’s commitment to streamlined processes and operational efficiency.
Reporting directly to Victoria, the new hires will play crucial roles in advancing the Fusion platform, which serves as a cornerstone of advisor technology. Fusion integrates a comprehensive suite of tools, including streamlined account opening, efficient account management, advanced trading capabilities, fee calculation tools, and robust client relationship management features.
The platform continues to evolve based on advisor feedback, including the recent introduction of the Fusion Message Center—a secure, user-friendly communication and collaboration channel. Rated as a top advisor platform in the 2024 T3 survey, Fusion has been refined over more than a decade, benefiting from user feedback and the needs of thousands of independent RIAs.
“The momentum of the Fusion platform highlights our dedication to meeting the specific needs of our advisors,” added Victoria. “As we expand our capabilities based on their input, having the right talent in place is essential. We are excited to welcome these new team members and are confident they will significantly contribute to our culture of continuous improvement and innovation at TradePMR.”
