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Dinesh
Sharma, CEO
Dinesh
is a passionate advocate of financial planning literacy and
affordable financial advice with more than 15 years experience in
financial services. Before Omyen Corp, Dinesh worked at
Fidelity Investments where he ran the financial planning and
brokerage account services business for financial advisors and was
responsible for developing product strategy and executing wealth
management solutions. Prior to that, he oversaw all aspects of
building new investment and technology products that drove business
growth and strengthened market leadership.
Dinesh
is an Engineering graduate of Indian Institute of Science and
received his MBA from Babson College where he majored in
Entrepreneurship. He is a Certified Financial Planner ( CFP® ) and
is actively involved in the activities of associations and boards of financial planning. He is frequently invited to speak on different topics related to the role of technologies in financial advice and healthcare during retirement.
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Jay Bondeson, Vice President of Marketing
Jay is a seasoned marketing professional with more than 20 years of
experience creating and executing intelligence-based branding and
marketing strategies. He led market intelligence and strategy at
global employee health care and retirement benefits provider, Hewitt
Associates. Before Hewitt, Jay started and ran his own marketing
consultancy, JCB Group, where he developed and deployed marketing
strategies and programs for multiple clients, and wrote collateral,
magazine articles, white papers, and scripts.
Jay
received his BA in English and Philosophy from Western Illinois
University and his MA in English from Arizona State University. He is
a published author and teaches composition at the College of Lake
County.
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Michelle Goldstein, Financial Planner
Michelle
is an accomplished financial planner who built and ran her own
financial planning practice, Goldstein Financial Future before
joining Omyen. She specializes in Cash
Flow Planning (budgeting, debt reduction, college planning), Estate
Planning (Will and beneficiary designation reviews, estate tax
liability analysis), Investments (asset allocation and risk
analysis), Employee Benefits/Retirement Planning (cash flow in
retirement, 401(k) and IRA investing), Risk Management (life
insurance reviews, Long Term Care analysis), and Tax Planning (tax
liability reductions, tax law education). Prior to starting her own
practice Michelle was Trust Administrator for JP Morgan Chase.
Michelle received her MBA in Finance from Texas University and her BS in Psychology from Washington University. Michelle is actively involved in the activities of National Association of Personal Financial Advisors (NAPFA).
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Keith Johnson, Vice President of Business Development and Sales
Keith is an experienced executive skilled in relationship building and
driving growth and value with specific experience across the
technology and financial services sectors. He has deep experience
leading start-ups, including as CEO of Reliable Technologies,
PowerProse, and Replica Corporation. Keith has negotiated major
agreements with companies like Hewlett Packard, IBM, Toshiba,
Fidelity, and Thomson Financial.
Keith received his BA in Economics from College of the Holy Cross.
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Pankaj Kumar, Vice President of Technology
Pankaj has 20 years of experience in developing and managing technology. He started his career with Tata Consultancy Services and consulted for several global corporations including GE, IBM, and Michelin. Before joining Omyen, he successfully led several technology development and implementation initiatives in financial services space.
He is a graduate of Birla Institute of Technology and Science where he received dual degrees, BS Electrical & Electronics Engineering and MS Mathematics. He received his MBA from Babson College with a concentration in Entrepreneurship.
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Advisors |
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Steven Bock
Steven has twenty years of CEO/President experience in direct marketing, retail/consumer products, software and manufacturing/distribution businesses. Beside Omyen, he is an advisor/investor at Rental Beast, Mmooks, and H.E.L.P. Financial. In past, he was a Director at FalconStor Software, CEO & President at Rotobrush International, LLC, and Chairman & CEO at Unger Software Corporation. Steven received his Law degree from Harvard Law School and BS in Economics and Accounting from State University of New York.
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Scott Stathis
Scott is Managing Director & COO at Kehrer-LIMRA, a subsidiary of LIMRA ( A worldwide association of insurance and financial services companies). He has over 15 years of experience in bank/brokerage and insurance industry. At Kehrer-LIMRA, he is responsible for management and growth of two affiliated consulting and research practices in the financial services industry with a focus on brokerage technology solutions and bank brokerage competitive research. Before Kehrer-LIMRA, Scott was President at Unger Software Corporation and Founder & CEO at E-Lancers Group.
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