CG Financial Services Appoints Jon Patullo as Chief Operating Officer and Chief Information Officer
Position
Chief Operating Officer
Company
CG Financial Services
HaslettFinancial ServicesFinanceLendingBankingDescription
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.
Quick answer
CG Financial Services Appoints Jon Patullo as Chief Operating Officer and Chief Information Officer (October 3, 2026). CG Financial Services is based in Haslett, Michigan, United States.
- Who is the new Chief Operating Officer at CG Financial Services?
- CG Financial Services named Jon Patullo Chief Operating Officer, announced October 3, 2026.
- What did CG Financial Services announce on October 3, 2026?
- 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.
- What does CG Financial Services do?
- Founded in 1999, CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.
- Where is CG Financial Services based?
- CG Financial Services is based in Haslett, Michigan, United States.
- Which similar companies made leadership changes around the same time?
- Ecobank (October 4, 2026), Norion Bank AB (publ) (October 2, 2026), Bank Islam Malaysia Bhd (October 5, 2026) and MARATHON BANCORP (October 1, 2026) also announced leadership changes within 45 days of CG Financial Services.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Ecobank Appoints Ademola Awokoya and Pankaj Talwar as Acting Co-Group Chief Risk Officers (October 4, 2026)
- Norion Bank Appoints Andreas Moritz as CEO of Norion Wealth Management (October 2, 2026)
- Bank Islam Malaysia Bhd Appoints Datin Paduka Raja Teh Maimunah as CEO and Melvin Ooi as Chief Executive Officer (October 5, 2026)
- Marathon Bancorp CFO Announces Retirement Plans (October 1, 2026)
- First Merchants Corporation Appoints New CEO (October 1, 2026)
- First Community Corporation Appoints Two New Directors (October 1, 2026)
Who to call at CG Financial Services, and when
A new leader at CG Financial Services brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day CG Financial Services raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at CG Financial Services, from your own LinkedIn network
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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.
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