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The OnPlan management team has substantial financial planning,
marketing, sales, product development and technology expertise.
Each member of our senior team has successfully started new
business ventures or restructured existing programs,
virtually all with strong financial and technology component.
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Timothy J. O'Brien, Chief Executive Officer |
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Tim has extensive sales, marketing, management and
operational experience acquired during various executive positions with
Prudential and Deloitte and Touche, both domestically and abroad.
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Highlights include; the development of the PruArray
401(k) product, the first proprietary product to offer outside funds, combining
three distinct sales forces with record sales results, and internalizing
the transfer agency and DC administrative operations.
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Received a BA in Economics from Brown University.
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| Robert K. Samson, President |
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Architect and founder of OnPlan, Inc., with extensive business strategy and financial planning expertise acquired at Ernst & Young ("E&Y") in the Personal Financial Counseling area. |
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At E&Y, Rob assisted in the design and implementation of a 404(c) compliant,
corporate sponsored investment education program for employees; an investment advisory service targeting high net-worth individuals, and was responsible for asset allocation, manager search and due diligence methodologies. |
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Received a JD from Dickinson School of Law and a BA from Middlebury College. |
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| Bruce S. Graeb, Senior Vice President,
Marketing |
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Financial services experience in product development, management, marketing and
sales while at Equitable Life and The MainStay Funds. |
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Expertise in strategic design and implementation of products and services
for bundled 401(k) and IRA Rollover programs. Established an online discount brokerage division. |
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Obtained an MBA in Marketing and Global Business from Fordham University and a BA from St. Lawrence University. |
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| James F. Kelly, Chief Technology Officer |
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Co-founder of Proginet Corporation, brings extensive
experience in the information movement and password management
technologies used by major corporations. |
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His various positions included systems product
development, strategic planning, securities filings and mergers & acquisitions. He was also responsible for market data and trading systems
for mutual funds and foreign exchange desks at Prudential Securities. |
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Received a BS in computer science from Manhattan College. |
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| Gregory A. Harman, Director of Strategic Product Development |
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Experience in financial planning for high net-worth individuals and interactive financial planning software development at Ernst & Young. |
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Responsible for the strategic development of E&Y's online financial planning interactive content. |
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Received a Masters in taxation/accounting and a BS from Brigham Young University; CPA and Certified
Investment Management Analyst. |
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