Our Teams

Our

Team

Our Empowered

TEAM

We believe in engaging people who are instinctively inclined to support our clients and yet challenge them to superior levels. Our people measure our success by a singular yardstick – the measurable impact of our services to our clients. We strive to build a work-culture where client’s success is synonymous with ours.

We believe that success is to do the right things for our clients, our people and our communities. Ours is a team of people who are smart and driven but who solely focus on output and getting work done. We value the relationships that we build. Unless we can become an extension of our clients’ agenda and expectations, we consider ourselves sub-optimal in our efforts. Our single-minded dedication to our clients’ ends is the reason why our clients recommend us to others. People at Occams work hard but try not to take ourselves too seriously.

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Anupam Satyasheel

Founder & Group CEO

Anupam founded Occams Advisory in 2011 and has served as the CEO since 2012. Anupam has advised many CEOs and boards. Under his leadership, Occams has achieved exceptional results for its clients across industries and geographies. Prior to founding Occams, Anupam spent over half a decade on Wall Street with names like Barclays, Merrill Lynch, Scotia Capital et al.

Anupam lives and works from Long Beach, CA with his physician wife and two boys. He spends his evenings balancing professional after-hours with baseball and golf with his boys, culinary experiments with his family and deep dive into books on growth, success, and astrophysics. Anupam also serves on the boards of Child Literacy and The Blossom Project, charities dedicated to providing educational opportunities to children in need.

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David King

Deputy CEO

David exemplifies a leader focused on results and growth, blending strategic acumen with a track record of execution. Currently serving as the Deputy CEO at Occams Advisory, his extensive experience in global banking across Europe laid the foundation for his entrepreneurial journey in the United States. David's lateral thinking adds valuable perspectives to our strategic vision, contributing significantly to our client's growth trajectory.

Residing and operating from Sarasota, Florida, David embraces a multifaceted life. Beyond his professional endeavors, he cherishes his roles as a father to two boys, a devoted husband, a caring son, and an esteemed community leader. David is an avid sports fan and enjoys nothing more than watching his sons from the side of the field. His favorite downtime is spending time in the tranquil stunning waters of the Gulf of Mexico in Florida.

Amber E Kellogg

VP - Affiliate Origination & Management

Through her unique perspectives acquired via distinguished tenure with a luxury fashion brand and a globally leading bulge bracket bank, Amber combines creative problem solving with well-designed solution mapping to enhance the business and lives of entrepreneurs. Over her three decades of professional career, Amber has collaborated with fashion designers and financial planners. She has cultivated and perfected a unique mindset which secures upsides for businesses in transformational ways.

As and AVP of client relations at Occams Advisory, Amber originates new client relationships and cultivates the existing ones to problem solve in her own distinguished and distinguishing style. Amber’s client centric thinking and problem-solving orientation are distinctly matched with Occams philosophy.

Amber lives and works from Phoenix, AZ which she calls her home after her decades in Missouri, Wyoming and Colorado, wherein she still nurtures a unique social and business fan-following.

John Bruner

VP - Tax Advisory

John joined Occams Advisory in 2023 bringing over a decade of experience in client facing positions. He specializes in Go to market strategy and is a “builder” to his core. As VP of Tax Advisory, overseeing Occams’ R&D Tax Credit division, he spearheads strategic initiatives focused on maximizing revenue streams and driving top-line growth.

John attended the University of North Carolina at Chapel Hill (UNC) and lives tucked into the mountains of Manitou Springs, Colorado. He is an avid skier, trail runner, and musician.

Josh Westfall

Chief Revenue Officer – Tax Advisory

Josh has a decade of experience in client facing roles, with a specialty in financial services and tax advisory. As a VP of Tax Advisory at Occams, he heads our R&D tax credit practice helping clients save thousands on their tax liabilities.

Josh graduated from Ohio State, and still lives near Columbus, OH on a small horse farm. When not tending to the farm, he enjoys golfing and all things Ohio State football and Cleveland sports.

Maria Antonio

AVP – Client Success

Maria Antonio leads with accuracy, efficiency, and transparency by guiding in a productive, professional, and consistent manner. She focuses on preparing documents and deliverables ensuring clients are cared for and understood while maintaining client service and retention as her highest priority. Her loyalty, integrity and appreciation for her clients is priceless.

Originally from Mexico, Maria and her husband embrace the entrepreneurial spirit by managing and running their own trucking company and livestock farm. Maria has a keen eye for design and has hopes to patent her own products one day. Outside of work Maria enjoys time with her family. They enjoy baking, traveling, UTV rides and road trips.

Nedeen Nasser

Corporate Counsel

Nedeen brings a rare and refreshing wholistic approach to legal matters for small businesses. Through a synergistic emphasis on the union of tax intelligence, intellectual property, and transactional legal practice, she seeks to create a proactive approach for her clients’ businesses. With expertise and insights across a wide array of agreements and corporate documents for businesses including but not limited to agreements for advertising, writing services, non-disclosure, licensing, and purchase & sales, Nedeen is the Swiss knife of corporate law.

Nedeen holds a Doctor of Law (JD) degree from Sandra Day O’Connor College of Law at Arizona State University and a Bachelor’s Degree in Philosophy from University of California, Los Angeles (UCLA). From her offices in Los Angeles Metropolitan, she serves her clients. Beyond her work hours, she loves to spend time with her parents and siblings’ families.

Vardhman Shah

Vice-President Client Origination

Vardhman has a successful record in converting concepts into results. Across his stints in heading business operations and a demonstrated history of working in the information technology and financial services industry, he has excelled in creating results while balancing abstract ideas from leadership and ground level challenges from rank and file.

With exceptional skills in negotiation, customer acquisition, sales & sales operations, and customer satisfaction, Vardhman brings organized coherence to Occams’ execution support team. Vardhman holds a Post Graduate Diploma in Financial Market & Wealth Management from LN College of Management Studies in Mumbai. He spends time across Mumbai, India and Toronto, Canada.

Mukarram Dhorajiwala

Head Marketing & Branding

Mukarram is a seasoned Business Development & Systems professional with extensive expertise in branding and innovation. His diversified exposure spans across functions such as Marketing, Software Development & Design, Financial Modelling, & Digital Marketing Strategy.

Mukarram holds a management degree from University of Mumbai. In his spare time, Mukarram is a dedicated husband, doting father to a 1-year-old and a branding fanatic. His passions include astrophysics and politics. Mukarram lives and works from Toronto, Canada

Jamie Brown

AVP – Client Relationship

Jamie Brown is an expert in student loan enrollment options. She has been with Occams for 5 years. Jamie began her career with us as an intake specialist and has expanded her knowledge and expertise across various aspects of the Personal Finance business. In her role as Enrollment Specialist she has a unique understanding of the process for enrolling in and maintaining success in student loan repayment programs. She prides herself on her customer service and her intention to find the best program for each client. She strives to demystify the student loan repayment process and help her clients achieve success in conquering their debt burdens.

Jamie is a loyal, hardworking individual as well as an encouraging team member and leader with integrity and compassion at the forefront of her performance. Her passions include music, singing, song writing and most importantly spending time with her two children and husband. She strives to teach her children to be strong, fearless, passionate and respectful to others.

Llajaira Soto

AVP - Client Relations

Llajaira is a seasoned professional with pedigree in financial services and fin-tech startups. With decades in senior roles in Fraud Prevention, Risk Management and Operations, Llajaira has strong supervisory, investigative, and problem-solving skills. She has created and documented procedures and trained teams with impressive results

Llajaira has an energetic personality that easily emanates across the team. How effortlessly she executes projects while juggling a busy personal life. Her free time is typically spent with her family, church community and honing her merengue skills.

Leonard El

AVP – Client Relationship

Leonard is an integral part of the team at Occam’s Advisory. He originates leads, and builds relationships with both current and future clients. He has served in several segments of the finance throughout his career. His background has extended in Marketing and Sales, both local and international markets. Leonard has also been an avid volunteer and a member for 15 years to worldwide nonprofit known as the Art of Living, where he has played a role in several Seva (service) projects for the community, both locally and globally.

He was born in Passaic, New Jersey but, grew up and was raised in the Philadelphia, PA area. Around 2008 due to market conditions, he wanted a change and decided to move South, who has been part of the Sarasota, Florida community for over 10+ years which affords him the balance of work and immediate family by embracing the opportunity to support his 99-year-old Grandfather, and Mother throughout, their retirement

Rajat Garg

Vice-President Client Success

Rajat is an associate member of Institute of Chartered Accountant of India with invaluable experience in financial reporting and accounting across a range of industries. He has worked with several start-ups and steered them to superior compliance and financial management. Rajat has invaluable experience of providing professional advice in strategic sectors such as financial reporting, taxation and auditing, accounting, and corporate finance.

At Occams, Rajat oversees tax advisory and accounting. He has led the evolution of Tax Advisory practice at Occams and empowered its growth. Rajat allocates his time between National Capital Region in India and Occams offices in United States. In addition to his interest in sports, Rajat also is an aspiring food entrepreneur with ideas that could revolutionize culinary experience for foodies.

Ramki Ramanarayanan

Divisional CEO

For almost 20 years, Ramki has served with distinction in investment banking, private equity, and financial strategy. Ramki leads Occams Capital providing acquisition-driven growth, capital raising, joint venture and owner-exit strategies. With execution track record of over $2 billion in investment banking and PE transactions, including middle-market and lower middle-market M&A and capital raising, private equity portfolio management, and debt and equity public offerings, Ramki’s alma maters include Wells Fargo Securities, Robert W. Baird & Co and Current Capital.

Ramki holds an undergraduate degree in production engineering and an MBA from the Fuqua School of Business at Duke University. Ramki’s current and previous non-profit affiliations include Child Rights & You, Teach for America, Chicago, and Working In The Schools. Ramki and his wife live in Chicago, where they enjoy balancing the intense work life with solitude in nature.

Nitin Aggarwal

CEO – India

Nitin Aggarwal is the Chief Operating Officer of Occams Advisory in India and he runs the large team of professionals who deliver exceptional services to Occams US based clients. In this role, Nitin has created immense value for the clients.

Previously, Nitin co-founded 247 Experts in 2012 and served as the company’s CEO between 2012 and 2015. During his tenure, the company grew to become a major player in digital marketing, support services, mobile application clients across all continents. Nitin was responsible for setting 247’s strategic direction and spearheading its international operations and in digital marketing, mobile applications and IT support. Prior to founding 247 Experts, Nitin worked as a digital marketing consultant, based out of New Delhi & Dehradun, India. He has been a recognized leader in affiliate marketing.

Nitin holds a Bachelor of Technology degree from IIT, Allahabad.

Shannon Robinson-Adkins

Associate - Client Relations

Shannon is born and raised in Sarasota, FL. Her family of three beautiful girls are her whole world. Shannon is an animal lover and advocate and loves spending time outdoors with her family. They are an avid water activity family and maximize their time enjoying Florida’s beautiful weather. Shannon has been with Occams Advisory for over two years and is an integral part of our team. She is always an advocate for the team and willing to help and participate in any objective that comes her way.

Steven Miltonberg

AVP – Client Relationship

Steven is a team-oriented, process driven leader with deep niche experience spanning strategy, marketing, product management, business development, complex sales, partner programs, ROI analysis, product launch, market research and product definition. Having spent the past few years as AVP of Client Relations for Occam’s advisory, Steven gets to set his business expansion and account managing skills to the test daily.

Steven is from Southern California originally, where he attended school at California State University, Long Beach. He now resides in Dallas, Texas with his two young daughters. Outside of his passion for work, his other interests include hiking and fishing the southern coasts as well as traveling and dining throughout the country.

Priyanka Bathwal

AVP - Finance

Priyanka is a Certified Public Accountant and a Chartered Accountant. She also holds a postgraduate degree in Commerce. She works as a Tax Advisor at Occams and helps businesses with ever-growing filing requirements and proper tax planning to help save taxes and claim refunds. She believes the right advice can help businesses save a lot of money and effort. Priyanka has worked as a partner in a professional firm where she gained experience in taxation, auditing, accounting, and regulation. One day she wants to be The Secretary of The US Department of Treasury.

Priyanka is a caring wife and a mom to an adorable daughter, with whom she loves to draw and paint. Her creative mind encouraged her to get a diploma in Fashion Technology. She is a spiritual person who values culture and practices meditation.

Christopher Torres

Executive Advisor – Business Origination

Chris Torres has built his career through his market leading insights into client psychology and risk preferences. As a seasoned insurance professional, he is a veteran of financial services and an expert on the drivers of critical insurable risks that impact small and medium businesses. His ability to persuade and influence business leaders to decisions that are challenging in the short term but beneficial in the long term makes him a distinguished leader in this space.

At Occams, Chris leads a broad range of affiliates who seek and secure market expansion and business origination opportunities for Occams’ tax credit team. In his rather short tenure of just over two years, Chris has forged various crucial partnerships that have brought hundreds of clients and dozens of large ticket opportunities to Occams.

Chris lives and works in Phoenix, AZ with his family and has a national mandate for expanding Occams’ client serving business solutions.

Anupam Satyasheel

Founder & Group CEO

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David-King

David King

Deputy CEO

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Vardhaman Shah

Vardhman Shah

Vice-President Client Origination

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Amber E Kellogg

Amber E Kellogg

VP - Affiliate Origination & Management

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Ramki Ramanarayanan

Ramki Ramanarayanan

Divisional CEO

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Mukarram Dhorajiwala

Mukarram Dhorajiwala

Head Marketing & Branding

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josh

Josh Westfall

Chief Revenue Officer – Tax Advisory

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Nitin Aggarwal

Nitin Aggarwal

CEO – India

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Llajaira Soto

Llajaira Soto

AVP - Client Relations

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Jamie Brown

Jamie Brown

AVP – Client Relationship

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Maria-Antonio

Maria Antonio

AVP – Client Success

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Rajat Garg

Rajat Garg

Vice-President Client Success

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Leonard El

Leonard El

AVP – Client Relationship

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Nedeen Nasser

Nedeen Nasser

Corporate Counsel

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Shannon Robinson-Adkins

Shannon
Robinson-Adkins

Associate - Client Relations

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Steven Miltonberg

Steven Miltonberg

AVP – Client Relationship

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Priyanka Bathwal

Priyanka Bathwal

AVP - Finance

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Christopher Torres

Christopher Torres

Executive Advisor – Business Origination

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John Bruner

John Bruner

VP - Tax Advisory

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Deep Insights

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Occams Advisory: Key Takeaways from Our CEO’s Interview on PayPod

We’re thrilled to share that our CEO, Anupam Satyasheel, recently participated in the PayPod podcast, a leading source for insights in the payments and fintech sectors. During the engaging conversation, Anupam offered valuable insights into our core principles...

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How Occams Advisory Can Unlock Your Innovation Potential With Research...

Fueling innovation is the lifeblood of businesses, but the financial burden of research and development (R&D) can often act as a roadblock. Enter the R&D Tax Credit, a powerful government incentive designed to supercharge your innovation engine by rewarding R&D...

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Avoiding ERC Fraud and Staying Compliant: Your Guide to Occams ERC Audit Advisory

The Employee Retention Credit (ERC) provided a crucial lifeline for many businesses struggling during the pandemic. However, concerns about fraudulent claims and complex eligibility requirements have cast a shadow. With the IRS’s new Voluntary Disclosure Program (VDP) and withdrawal process,...

Our
Events

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21 November 2023 | Main Cross St. Findlay, OH

Findlay Hancock - Small Business Workshop

Occams Advisory Inc. participated in the Findlay-Hancock Small Business Workshop on Nov 21, 2023. Held at 123 E. Main Cross St., Findlay, OH, the event was a dynamic forum for small business insights and networking.
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03 November 2023 | Atlanta GA

SAASOA Food & Petroleum Expo 2023

Occams Advisory Inc. participated in the SAASOA Food & Petroleum Expo 2023, a major gathering of 5000 store owners at the Atlanta Convention Center, GA, from Nov 3-5. The event was a nexus for industry insights and networking.
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25 October 2023 | El Conquistador Tucson, AZ

Oro Valley Business Expo and Luncheon

Occams Advisory Inc. shone at the Oro Valley Business Expo and Luncheon with Amber Kellogg, AVP Client Management, speaking. Held on Oct 25, 2023, at El Conquistador, Tucson, AZ, the event was a hub of innovative ideas and networking.
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