Our mission at Obolus is twofold: (1) to educate the public on digital estate management; and (2) to help families then act on this knowledge. This emerging field involves the legislation, management, and planning of digital assets (online accounts and all the personal information encompassed therein). We have two services that simplify the management of online accounts after someone passes away: Estate Pass and Family Promise. As a result, people can make informed decisions and have peace of mind.
The company name, Obolus, stems from Greek mythology and tradition. The obol was a form of ancient Greek currency. It was a ritual for the Greeks and Romans to bury their dead with an obol as payment for Charon-the ferryman of Hades, God of the underworld. Charon transported souls across the river Styx, which divided the world of the living from the world of the dead. People believed that without this token payment, a person's spirit would be forced to wander the banks of the river for one hundred years. Obolus carries forth the essences of this tradition to modern times, in helping brings resolution and closure to people's digital affairs.
David Slonim, CEO and Founder
David is the CEO and founder of Obolus, bringing more than 15 years of experience as an accomplished lawyer and entrepreneur. As CEO, David is responsible for running all facets of the business. He is also the founder of the Slonim Law Firm, headquartered in Melbourne with multiple offices across Florida. David is an established expert in elder law, and is often asked to speak on complex issues in wills & trusts, probate, guardianship, and Medicaid planning. He is also an authority on digital estate management, an emerging field involving the legislation, management, and planning of digital assets: online accounts and all the personal information encompassed therein.
Prior to growing and expanding his law practice, David was corporate counsel for an aircraft company. He also started Internet Service Provider GDN Networks while an undergraduate, and coded a web-based alumni management platform in law school, used by several institutions.
David received a B.A. from the University of Florida, and a J.D. from the Florida Coastal School of Law.
Claudette Roth, Chief Experience Officer
Claudette is an integral part of Obolus in her role as Chief Experience Officer. She is responsible for implementing best practices in user experience and design, and considering the entire experience for our customers from beginning to end. Externally, she ensures we are delivering on customer expectations and building their trust. Internally, she fosters an empathetic, customer-focused culture, where all levels of the company are held accountable for incorporating that ethic into their individual roles. Claudette ensures that at the top level of our organization, Obolus considers the business, user, and technology experience from a holistic point of view.
Claudette’s 25-year career began in retail, to most recently having worked for an international internet company with multimillion-dollar revenues. In addition to her expertise in customer relationship management, Claudette has extensive experience designing, developing, and scaling B2C technology platforms. She is skilled at examining opportunities from both sides: making sure technology furthers strategic business goals while also meeting customer needs, driving online engagement, and incorporating key communication across all touchpoints.
Wesley Johnson, Lead Developer
Wesley is a full-stack web developer with 10+ years of experience as an industry professional. Having worked his way up from an entry-level developer in 2005 to the Director of IT for one of Inc. 500’s fastest growing companies in 2008, Wesley quickly became familiar with the range of responsibilities and IT roles in a company and has continued to expand his knowledge in this field.
To give back to the community, Wesley is a Guardian on Khan Academy, often spending time in the Computer Science courses answering questions and providing guidance to aspiring developers.
James B. Rieley, PhD
James B. Rieley, Ph.D. is an advisor to CEOs and senior leadership teams in both Europe and America. Rieley, who has a doctorate degree in Organisational Effectiveness, additionally has a B.S. in Business Administration, and was the president of a successful plastics manufacturing
company for over 20 years. After selling his company in 1987, he began to work with organizations in the area of innovation and business organization.
Rieley has developed curricula in the areas of organizational learning, leadership development, systems thinking, community building, systems thinking archetype applications, and strategy development. He has facilitated training sessions for both internal and external clients, including: The Five Disciplines of Organisational Learning, Building Leadership Capacity, Advanced Facilitation Methods and Tools, Change Enablement, the Seven Management and Planning Tools, A Systems Thinking Mindset, Constructing Causal Loop Diagrams with Visio, Using a Vision Deployment Matrix to Enhance Personal and Organisational Capacity, and, The DNA of Organisational Culture.
Rieley is certified by the Covey Leadership Center in the Seven Habits of Highly Effective People, and was the founder of the Southeast Wisconsin Organisational Learning Consortium (SEWOLC). He has taught at the college and university levels for institutions both in the United Kingdom and the United States.
He is the author of Gaming the System, (The Financial Times/Prentice Hall, 2001), Plain Talk About Business Performance (Pen Press, 2004), Leadership (Hodder, 2006), Strategy and Performance (Hodder, 2006), and Change and Crisis Management (Hodder, 2006). In addition, he is the author of the weekly subscription newsletter, “Plain Talk about Business Performance.” He lives in Mallorca, Spain.
Karl Seiler started his technology path in Firing Room #1 for the first Shuttle launch. He designed software systems to help control nuclear power plants after the 3 Mile Island incident. His first start-up, LEVEL5 in Indialantic, was the leading provider of Artificial Intelligence software for over 15 years. For Information Builders NY, Seiler launched the first commercial machine learning system protecting enterprise data resources. His VC-backed start-up ScorecardUSA Orlando, provided online sports performance stats tracking for 120 different amateur sports. Starting in 2002, Seiler joined the leading digital navigation map company, NAVTEQ, launching systems for Microsoft’s Location Services supporting Bing. NAVTEQ IPO’d and was later acquired by NOKIA. Returning to Florida, Seiler recently helped Modus Operandi launch a commercial Big Data product line winning the best new product of the 2014 TechXpo. Seiler now helps startups to Fortune 500 companies pivot-to-improvement by applying smart technologies at the point of greatest leverage.
Michael H. Slotkin, PhD
Michael H. Slotkin earned his Ph.D. in economics from the University of North Carolina at Chapel Hill in 1995, and shortly thereafter, joined the faculty of business at the Florida Institute of Technology. He regularly teaches core and elective courses in the Bisk College of Business’s undergraduate and graduate programs. Dr. Slotkin has been awarded the College of Business Teacher of Year Award six times, and has earned additional accolades such as being named to Who’s Who Among America’s Teachers. He has been heavily involved in both course and program creation, developing the Business and Environmental Studies major as well as creating an International Business/Global Management and Finance concentration. In addition, he developed and launched the FIT-Spain Short-Term Study Abroad offering, which combines traditional course lecturing, synchronous online learning, and company visitation in an international business course that successfully bridges students from FIT’s main campus, Online Programs, and the Extended Studies Division.
Dr. Slotkin’s scholarly activity surrounds the application of economics to the environment, to regional economies and industries, and pedagogical issues in the conduct of business education. Since 2007 he has co-authored 7 refereed journal articles, 2 refereed conference proceedings, 3 refereed book chapters, 1 monograph/book, and 20 technical reports. He has presented papers at international conferences held in Europe and the United States, and consults with corporations, NGOs, and litigators. He has also made numerous media appearances with respect to Brevard’s economy and housing market, and is a frequently cited source in regional newspapers such as The Florida Today and The Orlando Sentinel.
Originally from Miami, Florida, Dr. Slotkin’s resides in the town of Grant-Valkaria with his life-
partner Karen and their three cats: Zippy, Curry, and G-Man. He is a long-time and somewhat long-suffering Miami Dolphins fan.
Karen Chambliss, PhD
Karen Chambliss, PhD earned her Ph.D. in Business Administration with a concentration in Finance from Florida Atlantic University in 1995 and during the summer of 1995 joined the business faculty at the Florida Institute of Technology. She remained with Florida Tech through the academic year 2006-07. During the academic year 2007-08 she served as a Visiting Lecturer at the University of Central Florida’s Finance Department in their College of Business. She has taught courses in corporate finance, intermediate finance, personal financial planning, investments, portfolio management, entrepreneurial finance, and financial management during her academic career.
She served as advisor to the Florida Tech College of Business’s chapter of Delta Mu Delta, an honor society for students who are recognized for their academic excellence. Prior to her PhD, Dr. Chambliss earned her BSBA in Financial Services and her MBA from Wright State University.
Dr. Chambliss is a co-founder and Treasurer of Præcipio EFS, Inc., a consulting firm specializing in economic, financial, and statistical analysis. The company actively consults with corporations, NGOs, and attorneys.
Prior to her academic career, Dr. Chambliss worked with the Department of Defense and in the corporate world, specifically the wholesale grocery industry. The two are at opposite ends of the process spectrum from political to market-driven.
Sasha A. Klein, JD, LLM
Sasha A. Klein is Senior Vice President and Director of Trusts and Wealth Services for Sabadell Bank & Trust, the exclusive wealth management division of the bank. She is responsible for providing wealth, estate planning, fiduciary and advisory services to high net worth individuals and families. Klein holds a post-doctorate degree in tax law. Prior to joining Sabadell Bank & Trust, Ms. Klein served as Fiduciary Counsel to Bessemer Trust Company of Florida, where she directed the fiduciary risk management group and chaired the Special Investments and Discretionary Distributions Committee. Prior to Bessemer, Ms. Klein practiced law focusing on sophisticated estate, gift and generation skipping transfer tax issues, fiduciary income tax issues and estate/trust planning and administration. She is currently a Board Member (Past President) of the Palm Beach Tax Institute, Chair of the Legislation Committee for Florida Bankers, Member of the Digital Asset Committee for the Florida Bar Real Property Probate and Trust Law Section and Vice-Chair of the American Bar’s Generation Skipping Tax Committee —part of the group that among other things publishes comments to IRS Regulations. She is the co-author of “Taking Control: Six Notable Strategies to manage Net Investment Income Tax,” which was awarded an Excellence in Writing Award for Probate and Property magazine published by The Real Property Trust and Estate Section of the American Bar. She is a national lecturer and frequent published author on a range of estate planning, wealth management and tax law topics. She has also testified in front of the Florida legislature on behalf of the Florida Fiduciary Access to Digital Assets Act.