Life Biography

Anupam Satyasheel is a forward-thinking entrepreneur and the Founder and CEO of Occams Advisory, a global financial advisory firm that champions the growth of small and medium enterprises (SMEs) across various sectors. With his leadership, Occams has garnered prestigious recognitions, including listings on the Inc Fastest 5000, FT America’s Fastest 500, and Fortune magazine’s 300 Most Innovative Companies.

Holding an MBA from New York University, with a semester at London Business School, Anupam’s academic pursuits in Finance & Economics have laid a solid foundation for his professional journey. His Wall Street tenure at renowned institutions like Barclays, Bank of America Merrill Lynch, and The Bank of Nova Scotia equipped him with the insights and experience to identify the unique challenges faced by SMEs, inspiring the creation of Occams Advisory. Beyond his corporate achievements, Anupam is deeply committed to social and educational initiatives. He serves as a co-founder and executive director of Child Literacy, actively contributing to projects that support educational opportunities for underprivileged children. His engagement with non-profit organizations emphasizes his dedication to leveraging business success for broader societal impact.

Residing in Long Beach, CA, with his family, Anupam leads a balanced life, dedicating his time to both his professional endeavors and personal interests. He actively participates in sports with his sons, experiments with cooking, and indulges in reading on topics ranging from personal growth to astrophysics. This harmonious blend of activities reflects his belief in the importance of continuous learning and self-improvement. Anupam’s multifaceted career, marked by significant achievements in the financial sector and impactful contributions to social causes, showcases his commitment to empowering SMEs and fostering educational opportunities. His leadership at Occams Advisory and his philanthropic efforts demonstrate a steadfast dedication to creating a legacy of innovation, empowerment, and sustainable success.

Professional Affiliations

BOARD MEMBER

Aerospace Futures Alliance

BOARD MEMBER

Everett Community College Foundation

MEMBER

American Institute of Certified Public Accountants

MEMBER

IRS Advisory Council

MEMBER

Education

NYU Stern School of Business MBA, Finance, Economics, Valuation

London Business School MBA, Pricing, Leadership, Strategy, Emerging Markets

Bard College Bachelor of Arts (B.A.) (Credit Classes), Philosophy

History of African Americans, Modern Art History, English Literature, Bachelor of Arts

Shri Ram College of Commerce B Com (H), Economics, Accounting, Mathematics, Management Loyola School Jamshedpur

Indian School Certificate, Accounting, Economics, English, Commerce, Mathematics

Kerala Samajam Model School, Indian Certificate for Secondary Education