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.

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 Board of Child Literacy, a charity dedicated to the social and educational needs of children 6-18 since 2005.

Augusto Ruiz-Eldredge

Chief Operating Officer

Ramki Ramanarayanan

Divisional CEO

Bryony King

VP Human Capital

David King

Divisional CEO

Mukarram Dhorajiwala

Head Marketing & Branding

Supriya Oberoi

Executive Advisor – Marketing & Branding

Nitin Aggarwal

CEO – India

Llajaira Soto

Vice-President Client Relations

Jamie Brown

Associate – Personal Finance

Vardhman Shah

Head Operational Efficiency

Maria Antonio

AVP Client Success

Rajat Garg

Vice-President Client Success

Leonard El

Associate – Client Relationship

ShannonRobinson-Adkins

Associate – Personal Finance

Steven Miltonberg

Associate – Personal Finance

Cyndel Schofield

Associate – Personal Finance

Jason Carr

Legal & Tax Advisor

Nedeen Nasser

Corporate Counsel

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EMPLOYEES

Testimonials

This fall, I had the opportunity to intern for Occams Advisory since September, and I had an amazing experience working with the team. Within a couple of weeks, I was already preparing presentations and attending meetings with potential clients. Anupam is a great leader and role model, and he was a pleasure to work for and learn from. His work ethic and professionalism are just a couple of the qualities I wish to emulate in my own professional endeavors. Thank you to Occams for this experience!

-Keerti Hariharan

I have had a wonderful experience at Occam’s Paradigm’s and have learned a great deal about financial advisory. Occam’s provides a great service to customers because they understand the crucial variables and prioritize to your critical needs.

-Jonah Leykam

Occam’s Paradigm’s financial advisory division provides great all-around service to the customer. Whether it be capital raising, debt refinancing, or serving as a strategic CFO, Occam’s superior service can help any company grow.

-Eric Bippen

Its a pleasure working with Occam’s Paradigm, where main focus is on team work and client satisfaction. Great exposure and learning opportunities.

– CA Rajat Garg

I’ve had the opportunity to work as an Associate-Advisor with Occam’s Paradigm for over a year now. Occam’s Paradigm is a great place to work at where everyday, there are new clients & deals to engage in, new challenges to learn from, and new achievements to add to your experience. Anupam is a great manager who is passionate, encouraging, kind and overall a great mentor.

– Rupa Ramachandran

Unleash THE
OCCAMS WAY

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