Peter Velardi Email & Phone Number
Managing Partner @ JPTD Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Velardi Location
- Atlanta, GA, US
Peter Velardi Work
- Managing Partner @ (January 2022 - Present)
- Chief Executive Officer @ (December 2016 - Present)
- President, Chief Operating Officer then Chief Executive Officer @ FiPath, Inc. (formerly eRollover, Inc.) and FiPath4Advisors, LLC (April 2010 - November 2016)
- CEO and Founder @ The Velardi Group, LLC (March 2008 - April 2010)
- Senior Vice President - US Advisor Group @ (August 1984 - March 2009)
Peter Velardi Education
- College of Financial Planning
Certified Financial Planner (Financial Planning)
1985-1987 - Questrom School of Business, Boston University
BSBA (Marketing)
1979-1982
Peter Velardi Skills
- Business Development
- Financial Advisory
- Retirement Planning
- Start-ups
- Financial Services
- Wealth Management
- Investment Advisory
- Strategic Financial Planning
- Recruiting
- Investments
- Leadership
- Management Consulting
- Strategic Planning
- Entrepreneurship
- Leadership Development
- Lead Generation
- Online Marketing
- Strategy
- Sales Management
- Marketing
- Sales
- Mergers & Acquisitions
- Consulting
- Small Business
- Training
- Retirement
- Series 7
- Finance
- Mutual Funds
- Securities
- Portfolio Management
- Financial Planning
- Social Media
- Development
- Mergers and Acquisitions
- Planning
- Services
- Start Ups
- Social Media Marketing
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Public Speaking
- SEO
- Analytics
- Email Marketing
- Web Design
- Web Development
- Social Networking
- Search Engine Optimization
Peter Velardi Summary
- Peter Velardi, based in Atlanta, GA, US, is currently a Managing Partner at JPTD Partners. Peter Velardi brings experience from previous roles at ReferMe IQ™, FiPath, Inc. (formerly eRollover, Inc.) and FiPath4Advisors, LLC, The Velardi Group, LLC and Ameriprise Financial Services, Inc.. Peter Velardi holds a 1985 - 1987 Certified Financial Planner in Financial Planning @ College of Financial Planning. With a robust skill set that includes Business Development, Financial Advisory, Retirement Planning, Start-ups, Financial Services and more. Peter Velardi has 4 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Peter Velardi?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co