College of Financial Planning

Questrom School of Business, Boston University

SAAS company CEO/Referrals expert/Former Senior Executive/Entreprenuer/Leader/Investor

Atlanta Metropolitan Area

ReferMe IQ(tm) is a state of the art automated referral platform that helps businesses of all types generate new customers from client and network referrals - easily, affordably and automatically.

ReferMe IQ™

Chief Executive Officer

Co-ran a fast growing start up focused on:
1. Consumers - unbiased, independent and trusted financial planning resource.
2. Financial Advisors - total online marketing solution including referral automation, community connection, and online marketing best practices.

In December 2012, I spun off the financial advisor division into a new organization (FiPath4Advisors, LLC) - a consulting and technology services company focused on the financial services industry.

FiPath, Inc. (formerly eRollover, Inc.) and FiPath4Advisors, LLC

President, Chief Operating Officer then Chief Executive Officer

Business consulting services focused on high growth businesses. Services include recruiting/selecting top talent, sales and leadership development, business development and capitalization. A proven process of strengthening business fundamentals is tailored to company needs and stage of business development.

The Velardi Group, LLC

CEO/Founder

Retired from 25 year career building multiple high performing organizations. Most recently led  US employee Personal Financial Advisor distribution in addition to national responsibility for Field Leadership Development and Marketing.

Peter S. Velardi

Peter S. Velardi