Directory
>
Cpwa Niley Shrestha
Cpwa Niley Shrestha
Executive Director - Investments | Crystal Bay Cafe
San Francisco, California, United States
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.
Cpwa Niley Shrestha
Work Experience
Executive Director - Investments at
Crystal Bay Cafe
January 2022 - Present
Senior Director - Investments at
Crystal Bay Cafe
August 2005 - Present
First Vice President at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
December 1998 - December 2005
Financial Advisor at
Crystal Bay Cafe
December 1996 - December 1998
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
**************@opco.com
*********@oppenheimer.com
Colleagues
managing director
Executive Director Branch Control Officer
Executive Director - Head of Corporate & Executive Services @ Oppenheimer & Co. Inc.
Adjunct Faculty
Executive Director
Executive Director - Internal Audit
Executive Director - Branch Examination Manager
Co-Owner
Vice President, Institutional Investment Group
Executive Director- Investments