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

Augusto is a senior executive with tenured expertise across financial services. Coming on two decades of leadership in finance, operations and product development, Augusto has developed incisive product strategies to build footprint and capture market share. Augusto holds an MBA in Finance and Financial Management Services from Suffolk University’s Sawyer Business School.

Outside work, Augusto is an ardent tennis player who cares deeply for the environment and actively engages in initiatives to preserve the Amazon Forest. Read More

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.
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David King

Divisional 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.
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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.
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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,
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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.
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Llajaira Soto

Vice-President 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.
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Jamie Brown

Associate – Personal Finance

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.
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Vardhman Shah

Head Operational Efficiency

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.
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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.
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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.
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Leonard El

Associate – 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,
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Shannon Robinson-Adkins

Associate – Personal Finance

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.
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Steven Miltonberg

Associate – Personal Finance

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.
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Jason Carr

Legal & Tax Advisor

Jason Carr has made a distinguished career out of his passion to assist SME’s with tax and tax credit, including audit defense, IRS tax investigations, abatement of penalties and interest, payroll tax issues, and offshore compliance. His practice is focused on representing businesses in domestic and foreign tax compliance matters, including reporting foreign assets, and defending against penalties.

Jason is a member of the Texas Bar Association’s Tax Section and is a published author on tax-related topics.
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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.
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Priyanka Bathwal

Associate – 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.
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Josh Westfall

Vice President – 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.
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Augusto Ruiz-Eldredge

Senior Advisor

Ramki Ramanarayanan

Divisional CEO

David King

Divisional CEO

Mukarram Dhorajiwala

Head Marketing & Branding

Vardhman Shah

Head Operational Efficiency

Josh Westfall

Chief Revenue Officer – Tax Advisory

Nitin Aggarwal

CEO – India

Llajaira Soto

Vice-President Client Relations

Jamie Brown

Associate – Personal Finance

Maria Antonio

AVP Client Success

Rajat Garg

Vice-President Client Success

Leonard El

Associate – Client Relationship

Nedeen Nasser

Corporate Counsel

ShannonRobinson-Adkins

Associate – Personal Finance

Steven Miltonberg

Associate – Personal Finance

Jason Carr

Legal & Tax Advisor

Priyanka Bathwal

Associate – Tax Advisory

Supriya Oberoi

Executive Advisor – Marketing & Branding
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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

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