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Cpwa Niley Shrestha

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Cpwa Niley Shrestha

Executive Director - Investments | Crystal Bay Cafe

San Francisco, California, United States

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Cpwa Niley Shrestha

Summary

Niley Shrestha is an accomplished financial executive with over 28 years of experience in the investment and financial services sector. As the Executive Director of Investments at The Peregrine Private Client Group of Oppenheimer & Co. Inc., he is dedicated to helping clients achieve their financial goals through innovative strategies and a commitment to integrity. Niley's extensive background includes roles at prestigious firms such as Bear Stearns and Morgan Stanley, showcasing his deep expertise in asset allocation and wealth management. He is a Certified Private Wealth Advisor, which underscores his dedication to providing tailored financial solutions. Born in Kathmandu, Nepal, Niley's journey to success began with a full academic scholarship to Colby College, where he earned a degree in Physics. He is passionate about community service, having held leadership positions in various organizations supporting the Nepalese community in Northern California. Niley lives in the San Francisco Bay Area and is a proud father of two, balancing his professional pursuits with active involvement in charitable initiatives.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Cpwa Niley Shrestha

Work Experience

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Executive Director - Investments at

Crystal Bay Cafe

January 2022 - Present

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Senior Director - Investments at

Crystal Bay Cafe

August 2005 - Present

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First Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

December 1998 - December 2005

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Financial Advisor at

Crystal Bay Cafe

December 1996 - December 1998

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Cpwa Niley Shrestha

Education

Colby College, Bachelor Of Science (Bs)

January 1984 - January 1988

Frequently Asked Questions about Cpwa Niley Shrestha

What is Cpwa Niley Shrestha email address?

Cpwa Niley Shrestha's primary email address is **************@opco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cpwa Niley Shrestha work for?

Cpwa Niley Shrestha is a Executive Director - Investments at Crystal Bay Cafe, a company specializing in Special Food Services.

Where Cpwa Niley Shrestha graduated from?

Cpwa Niley Shrestha holds a degree in Physics from Colby College.

How can I directly contact Cpwa Niley Shrestha?

To contact Cpwa Niley Shrestha directly, you can use the email address **************@opco.com. Complete contact information is available upon registration with Muraena.

Is Cpwa Niley Shrestha an immigrant?

Yes, Cpwa Niley Shrestha is an immigrant and currently based in United States

Who is Cpwa Niley Shrestha?

Niley Shrestha is an accomplished financial executive with over 28 years of experience in the investment and financial services sector. As the Executive Director of Investments at The Peregrine Private Client Group of Oppenheimer & Co. Inc., he is dedicated to helping clients achieve their financial goals through innovative strategies and a commitment to integrity. Niley's extensive background includes roles at prestigious firms such as Bear Stearns and Morgan Stanley, showcasing his deep expertise in asset allocation and wealth management. He is a Certified Private Wealth Advisor, which underscores his dedication to providing tailored financial solutions. Born in Kathmandu, Nepal, Niley's journey to success began with a full academic scholarship to Colby College, where he earned a degree in Physics. He is passionate about community service, having held leadership positions in various organizations supporting the Nepalese community in Northern California. Niley lives in the San Francisco Bay Area and is a proud father of two, balancing his professional pursuits with active involvement in charitable initiatives.

Cpwa`s contact details

mail

**************@opco.com

*********@oppenheimer.com

Colleagues

Nick Tell

managing director

Sandy Bershad

Executive Director Branch Control Officer

Nina Dante

Executive Director - Head of Corporate & Executive Services @ Oppenheimer & Co. Inc.

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Owen Lau Cfa

Adjunct Faculty

Param Singh

Executive Director

Parth Patel

Executive Director - Internal Audit

Siobhan Mcloughlin

Executive Director - Branch Examination Manager

Patrick Wade

Co-Owner

Stan Szymanski

Vice President, Institutional Investment Group

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Steve Schultz

Executive Director- Investments

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