Observing how people were watching their IRA’s, 401(k)’s, etc. diminish in value, and sharing their own frustration over not knowing what to do, eRollover co-founders Corbett Gilliam and Mike Rowan, Sigma Chi fraternity brothers at the University of Georgia, recognized the need to fill this void by establishing eRollover in June, 2008.
eRollover is quickly establishing itself as the trusted online destination for retirement planning, education, and analysis, that allows people to manage, connect, learn and share information about retirement planning through a unique social media community, in a financial services vertical.
In plain terms, we’re the WebMD of retirement planning.
By making retirement planning information available to the general public, eRollover allows people to take control of their retirement accounts. The online platform provides self-help methods to facilitate 401(k), 403(b), 457, or IRA rollovers. An eAggregator will allow people to easily consolidate multiple retirement fund accounts onto one, automated online platform. A Financial Advisor Center provides access to thousands of well informed professional financial advisors with an easy to use database. An Education Center provides easily accessible retirement planning content so Members can make educated decisions in managing their retirement accounts with useful information from RSS feeds, web/podcasts, video’s, and news media accounts.
The eRollover Team
Tim Harrington, Chairman and CEO
tim@erollover.com
Tim Harrington is an innovative and results-oriented leader. He was President and CEO of Fogdog Sports, a Venture Capital-backed (J.H. Whitney, Venrock & Draper Fisher Jurveston) start-up which became the leading e-commerce experience for the sports enthusiast, recognized by Fortune Magazine as a "world class" customer experience on the web. Tim guided the company through a successful IPO, raising over $100 million from private and public financing with CSFB as the lead banker, and negotiated an exclusive operating and equity agreement with Nike Inc., their first e-commerce partnership. Following the IPO, Tim successfully completed a merger with GSI Commerce (Nasdaq: CSIC) to ensure Fogdog's long-term viability.
Tim began his career with IBM, where he became proficient in corporate restructuring and financial turnaround, rising through the ranks to Chief Operating Officer of their Educational Division. Most recently, he was the founder and co-owner of Armor Gear LLC, an online consumer products company specializing in high-quality travel gear. Tim also parlayed a previous experience with Cobra Golf at GolfWeb, once ranked the #1 golf-related website in the world. His insight and leadership skills there contributed to it's eventual sale to CBS Sports.
A native of New York, Tim earned a BBA in Accounting from Sienna College in Albany, NY, and received a MS in Management from the Stanford University Graduate School of Business as a Sloan Fellow.
Peter Velardi, President and Chief Operating Officer
peter@erollover.com
Peter retired from Ameriprise Financial Advisors, Inc. (formerly American Express Financial Advisors), as a Senior Vice President, following 25 years of building top performing organizations, including the development of a 5,000+ personal financial advisor networks. Most recently he had led the Employee Personal Financial Advisor Force for the eastern half of the U.S., and also maintained national responsibility for Field Leadership Development.
Throughout his career at Ameriprise, Peter demonstrated a high level of success at the practice, district, regional and national levels, and held national responsibility for field leadership development, leading a decade of unprecedented success with the attraction, development and retention of top leaders.
For the past five years, Peter has served the small business community as a consultant, advisor, and mentor, as the Founder and CEO of Quantum Leap Consulting, LLC, having led organizations through start-up, turnaround, re-alignment, acquisition, and divestiture. Clients have included Dinova, EarthClub, and eRollover.
Peter earned a Bachelor of Science degree in Business Administration from Boston University School of Management. He is a Certified Financial Planner, and holds active securities and insurance licenses. Peter is a nationally recognized motivational speaker on topics including “How to Achieve Wealth and Happiness,” and “How to Achieve Quantum Leap Business Growth.”
Mike Rowan, Co-Founder and Vice President of Media
mike@erollover.com
Mike is an experienced investment counselor, insurance executive, and financial services advisor. He began his career at UBS, with responsibility for implementing asset, retirement, and investment strategies. Following UBS, he worked for National Insurance Brokerage (NIB), an insurance marketing firm located in Atlanta.
After NIB, Mike founded eInsurance Advisors, an online insurance and investment marketing firm serving more than 10,000 advisors nationwide.
Mike has served as the President of Young Advisors Committee for the State of Georgia. He serves on the Board of the Georgia Chapter of the National Association of Insurance and Financial Advisors (NAIFA), and is also an area-vice president, speaking before, and educating insurance and financial advisors across the state.
A native of Dallas, Texas, Mike earned a BBA from the University of Georgia with an emphasis in Risk Management and Finance.
Corbett Gilliam, Co-Founder and Vice President of Business Development
corbett@erollover.com
Corbett is an experienced investment banker, with a focus on venture capital and startup technology companies. He previously founded another web-based company, BigClix.com, which offered a turnkey solution to support vertical markets, successfully raising investment capital, and securing partnerships with companies such as Microsoft, IBM, EMC and Sirius Satellite Radio.
Following BigClix, Corbett managed Technest, an Atlanta-based incubator for several technology start-ups in the Southeast, helping them in the writing of strategic business plans, and in raising investment capital, while identifying other innovative companies to add to the company’s portfolio.
Corbett was Vice President of Corporate Development for J.P. Carey Investment Bank, and Hartsfield Capital, retaining investors for companies needing mezzanine, debt, and equity placements. He also served as the head of investor relations for Euram Investment Group, with responsibility for identifying and cultivating relationships with U.S. and International investors and brokerage firms to raise capital for Euram’s commercial real estate projects.
A native of Atlanta, Corbett graduated from the University of Georgia with a BS in Economics, and earned an MBA from The Stetson School of Business and Economics at Mercer University in Atlanta.
R. Lee Morris, Chief Financial Officer
lee@erollover.com
Lee is an experienced Chief Financial Officer with companies in the technology sector. He has also held several directorships.
As the CFO of eRollover, Lee is responsible for all aspects of finance, legal, and human resources functions.
Most recently, Lee was the CFO of Gideon Technologies, Inc. an IT security software company (recently acquired by Symantec). He has served in a similar capacity at FleetRisk Advisors, Inc, a predictive analytics technology Company; Datatrac Corporation of Atlanta, a provider of logistics software to the transportation industry; and as Managing Director of EGL Holdings, LLC, a venture capital and corporate finance company.
Lee also served as a Director and CFO of The NetCommerce Company (Span2), a developer and marketer of software applications to insurance carriers and independent agents/brokers in the property and casualty sector; as CFO of E3 Corporation (acquired by JDA Software, Inc.), a leading worldwide provider of supply chain software and services; as the Chief Financial Officer and a Director of FormMaker Software, Inc. (later DocuCorp International, Inc.), acquired by Skywire Software, LLC, a leading provider of document automation software and services to the insurance, financial services and utility sectors; and as the Chief Financial Officer and a Director of American Technical Services Group, Inc., a leading systems provider and integrator of industrial process control systems.
After graduation with honors from Florida State University with a BS in accounting, Lee began his career with PricewaterhouseCoopers in Atlanta. He is a Charter Member of the Technology Executive Roundtable.
Lee is a native of Florida.
Brian Breneman, Chief Technology Officer
brian@erollover.com
Brian is a seasoned consultant, technologist, and entrepreneur, with 20 years experience designing and implementing software solutions for complex business problems.
Over the course of his IT consulting career, Brian has developed excellent research skills and an in-depth understanding of many knowledge domains, including Healthcare, Manufacturing, Distribution, Legislation and Law, and Accounting. He is a specialist in web-based and mobile applications.
As the Founder and Principal of The Breneman Group, Brian has worked with a wide variety of clients, from small and medium sized businesses, to startups, government, and Fortune 500 companies. He has also served as the CTO of Foresight Technologies, a custom and commercial software solutions developer.
Brian has also served as the CTO and Partner at BiMedical.net, a transformative technology company that enables a cutting edge approach to communicating with Limited English Proficiency (LEP) medical patients.
A graduate of Xavier University in Cincinnati, Brian also studied Electrical Engineering at the University of Rochester (NY), and Trumpet Performance at Michigan State University. He has written a series of articles on the application of XML to the legislative process, and the structure of XML-based legislative systems, as well as serving as a technical reviewer and editor for a number of published technology books.
An avid runner and triathlete, Brian also enjoys classical and jazz music, and is an avid cook.
Brian is a native of Haslett, Michigan.
David Andersen, Advisory Board and Vice President of Marketing
david@erollover.com
With a history of implementing strategic public relations, marketing, crisis management, media relations, government affairs, investor relations, and employee communications programs in support of overall business objectives at Fortune 500 companies, Dave was a member of the original senior management teams at Charter Communications, controlled by Microsoft co-founder Paul Allen, and Atlanta-based Cox Communications. He also served as Vice President of Global Communications for CNBC.
Most recently, Dave has been the Principal at DCA Management Consulting Services, a retained independent management consulting firm providing strategic and tactical marketing and communications counsel. Retained clients have included a broadband telecommunications company owned by a New York-based venture capital firm, a full service social media agency, the first multi-tenant Software-as-a-Service (SaaS) security provider, a provider of telephone, online, and direct mail customer satisfaction survey services, a market research and business strategy consultancy, a medical devices company, a bank under FDIC examination, and an executive search firm.
A graduate of the University of Kansas with a BS in Journalism, Dave is a Vanguard Award recipient, the cable television industry's highest individual honor. He’s a native of Detroit.
Sherry Heyl, Community Director
sherry@erollover.com
Sherry is especially well versed in social media, as an acclaimed author, speaker, and evangelist in supporting the democratization of knowledge and information, and transforming people from content consumers into content producers.
As the Community Director, Sherry is responsible for building and nurturing the eRollover community, as well as managing a team responsible for providing a superior social media experience on the site, and throughout the web.
Sherry is also the founder and CEO of Concept Hub, Inc., the premiere, full service social media agency in Atlanta. Under her guidance, Concept Hub provides strategic road maps and training that enables her clients to effectively listen, connect with, and influence their growing and evolving audience.
An experienced executive recruiter, Sherry has provided prospecting guidance in sourcing new clients, and making successful matches of candidates by effectively counseling them on resume writing, interviewing skills, and self-marketing techniques.
A graduate of Florida State University, Sherry earned dual undergraduate degrees in English (Creative and Business Writing) and Marketing. She also earned an AA in History and Secondary Education at Broward Community College in Pembroke Pines, Florida.
Sherry is a native of Miami, FL.
Advisory Board
Donald S. Shapleigh Jr.
Executive Vice President, and Regional President, Crescent Bank & Trust Company, Atlanta
With more than 35 years experience as a banker in the Atlanta marketplace, Don was an Executive Vice President, and founding Director of Futurus Bank. He also served as an Executive Officer and Director of Directo, Inc, a financial services company in Norcross, Georgia. Prior to Directo, he co-founded, and was a Director of NetBank, and NetBank, Inc. Earlier in his career, Don was an executive officer for Bank South, N.A., and an executive officer for SouthTrust Bank in Atlanta.
Don received a BA in Economics from The University of the South in Suwanee, GA., and a Masters in Banking from the Louisiana State University School of Banking. He’s a native of Camden, SC.
Dr. Benn R. Konsynski
George S. Craft Distinguished Professor of Business Administration for Information Systems and Operations Management, Emory University, Atlanta
Specializing in issues of digital commerce and information technology in relationships across organizations, Benn is the author of “Information Systems and Decision Processes,” and has published in such diverse journals as Management Science, Communications of the ACM, Harvard Business Review, IEEE Transactions on Communications, MIS Quarterly, Journal of MIS, Data Communications, Decision Science, Decision Support Systems, Information Systems, and IEEE Transactions on Software Engineering. While serving on the faculty at Harvard Business School, he wrote many cases involving EDI, IS partnerships, and the digital marketplace.
As a consultant on management and technology issues, Benn has worked with many organizations, including UPS, IBM, TESSCO Technologies, Harbinger, AT&T, Northern Trust, Texas Instruments, U.S. Army, Digital, Northwestern Mutual Life Insurance Company, MicroAge, Ernst and Young, the Bank of Montreal, Plasti-line, J.C. Penney, Aetna Insurance Company, Turner Broadcasting Corporation, and Dillard’s Department Stores.
Benn holds a Ph.D. in Computer Science from Purdue University. He was named a Baxter Research Fellow at Harvard, and a Hewlett Fellow at The Carter Center in Atlanta. He serves on the board of directors at TESSCO Technologies, Miller-Zell, Nu-Bridges, and The Management Education Alliance.
