Anupam Satyasheel

Founder

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.

Supriya Oberoi

Executive Advisor – Marketing & Branding

Supriya is an experienced marketing and strategy professional with extensive experience in global marketing and expansion, brand/product management, strategy development, market research and consulting within the consumer goods, fashion / retail, education, and pharmaceutical industries. At Occams, Supriya often engages as a subject matter expert and key advisor to clients on their crucial marketing and branding initiatives.

Some of Supriya’s key specialties include brand management, new product launch, global brand expansion, digital marketing, public relations and social media,

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.

David King

Deputy CEO

David is a result and growth-oriented leader with executable strategic thinking. He spent many years with global banks in Europe before starting his entrepreneurial career in United States. David also is a lateral thinker whose critical inputs for our strategic vision have powered client’s growth.

David lives and works from Sarasota, FL. As a father of two boys, a dedicated husband, a caring son, and a widely liked community leader, David balances many roles in personal life too.

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.

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.

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.

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.

Llajaira Soto

Vice-President Client RelationsJamie Brown

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.

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.

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.

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.

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,

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.

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.

Priyanka Bathwal

AVP – Tax Advisory

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.

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.

Amber E Kellogg

AVP – Client 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.

Brennan Hiegel

Head - Partnerships

Hey there! I’m Brennan Hiegel, a proud Columbus, Ohio native with a passion for all things product management and Scrum. I’ve got a knack for building relationships, which I put to good use as the VP of Client Relations at Occams Advisory. Before that, I was juggling roles at Beam Benefits and CoverMyMeds, where I honed my skills as a Program Manager and Senior Financial Analyst.

I’m a certified Product Manager from UC Berkeley Executive Education and a Professional Scrum Master and Product Owner from Scrum.org. But don’t let all these formal titles fool you, I’m all about keeping things light and fun in the workplace.