OCCAMS ADVISORY - Key Persons
Job Titles:
- 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.
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.
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.
When I'm not immersed in the world of product management and Scrum, you might find me reminiscing about my time as a Legislative Aide at the Ohio House of Representatives. It's been a wild ride, and I can't wait to see where my journey takes me next!
Job Titles:
- 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.
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.
Job Titles:
- AVP - Client Relationship
- Expert
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.
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.
Job Titles:
- 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.
Job Titles:
- 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.
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.
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.
Job Titles:
- 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.
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.
Job Titles:
- Chief Operating Officer
- 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.
Job Titles:
- Certified Public Accountant
- AVP - Finance
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.
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.
Job Titles:
- Associate Member of Institute
- 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.
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.
Job Titles:
- Associate - Client Relations / Shannon
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.
Job Titles:
- 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.
Job Titles:
- 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, marketing plan development, marketing campaign development, portfolio optimization, primary and secondary research, competitive assessment, pricing, market entry strategies, market and opportunity assessments, retail store expansion and in-store merchandising.
Supriya holds Bachelor in Business Studies from the College of Business Studies, University of Delhi and a Master in Business Administration from the Darden School of Business, University of Virginia. Supriya is a travel and culinary enthusiast. She lives in New York City.
Job Titles:
- 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.