Cyndel was born in the state of Washington. She moved to Florida with her mother when she was 12 years old, and has been here ever since. She graduated from Sarasota High School in 2009. After graduating high school, she traveled across country for 5 years doing sales. After a few years of traveling she came back to spend more time with her mom and grandfather. She enjoys all things that involve art. In her spare time, you will find her either painting, or hanging out watching movies with her kittens. She has been with Occam’s for over 2 years now, and looks forward to a bright future growing with the company.

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.

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.

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.

Bryony has delivered in various roles as a well-rounded professional for close to 2 decades. Her approach to various facets of enterprise is driven by her business philosophy of hyper-focusing on the most critical business matters. She drives her effectiveness through her and intelligence and precocious analysis of the business situation and needs. Her long experience and her insights into the nuances of business functions and their interplay makes her adept at a calm and comprehensive response to key business matters. Bryony’s stateswoman like persona accentuates her gravitas and professionalism.

At Occams, Bryony spearheads Human Capital Management overseeing Recruitment, Retention, Payroll Management & Benefits Administration. She also manages governance responsibilities related to various elements of Human Capital. Bryony’s composed and understated leadership has been successful in establishing and ensuring adherence to key policies and frameworks.

Bryony has lived in South Africa, United Kingdom and United States. She holds an undergraduate degree from Western Washington University in Bellingham, WA. Bryony also is a jewelry designing and marketing enthusiast. When she is not solving Human Capital and business problems, Bryony engages in her twin passions of family and community. She works from and lives in Sarasota, Florida with her husband and two sons.

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. And when he gets a few minutes to himself, he catches up with soccer, rugby and cricket or sets out to the beach for some much-needed fun on water.

Steve Landzberg has over 26 years of investment and advisory experience. Steve leads our execution efforts in consulting projects including preparation of business plans, capital structure optimization, cash and liquidity management, and capital raising assignments.

Steve’s selected accomplishments include a successful execution of dozens of consulting and capital raising projects over the last eight years. He is a former Chief Financial Officer at Global Energy Efficiency, Inc., where he grew the company’s revenues by 4x within just two years, and raised $10 million of capital. He also served as Principal, Corporate Finance at Xroads Solutions Group, where he optimized operations and raised capital for the Ambassador Cruise Company. Included in his illustrious career transactions like leading the bank group of Metallurg when at JPMorgan as work-out officer where he was involved in bank lender work-out negotiations.Steve also was the Chairman of Creditor Committee and lead investor at Pueblo Supermarkets, where he led the restructuring of the balance sheet and the exchange of debt for equity.

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 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.

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 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.

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.

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.

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.

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.

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.

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. Jason holds Master of Laws (LLM) in Securities & Financial Regulation from the reputed Georgetown University Law Center and a Juris Doctor (JD) in Tax Law from Texas A&M University School of Law. In addition to his professional commitments, he serves on the Board of Richardson Symphony Orchestra, a leader in education and community outreach.