Cutomer Service

Cutomer Service

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Sam Timilsina | Chairman | Chief Investment Officer

Sam Timilsina

Chairman | Chief Investment Officer

Sam Timilsina is Founder, Chairman and Chief Investment Officer of CSuite Investment.

Background

Sam has more than 12 years of experience in Investment Management , Banking and Capital Market working for the top investment firms in the U.S. He has advised prominent Silicon Valley executives and entrepreneurs through Pre & Post IPOs along with M&As. Sam held the title of Vice President Financial Advisor at Wells Fargo , one of the largest brokerage firm in the U.S. with $1.97 trillion under management. In 2013, as a VP Financial Advisor at J.P Morgan Securities($3.2 trillion), he directly managed assets over $75 million. Prior to that he was AVP Financial Advisor for Merrill Lynch’s Wealth Management.

Education

Sam holds MBA from University Of Southern California in Los Angeles. He completed his Bachelors of Science in Finance from San Jose State University . Sam has completed Options and Trading Strategy Education from of University California Berkeley. He is registered with State of California and has held Series 7, 66 and holds Life and Health Insurance Licenses.

Innovation

Sam has led over 5 patent inventions and has been named innovator with the U.S. Patent Office.

Hobby

Sam was born in the foothills of the Himalayas in Nepal and now lives in Marin County with his wife and son . He enjoys outdoors and will find him hiking, traveling , trying new restaurants and making trips to Napa & Sonoma Wine Country with his family and friends.

Jay Dahal, CPA | Tax Advisor

Jay Dahal, CPA

Tax Advisor

Jay is a Certified Public Accountant (CPA) in the State of California and the Certified Tax Coach (CTC).

Background

Jay has Bachelors of Accounting from Brigham Young University, Utah. Jay is a member of CalCPA and the American Institute of Certified Public Accountant (AICPA).Jay has an extensive corporate finance and accounting experience.

Before starting his firm, Jay worked at PricewaterhouseCoopers, LLP in San Francisco CA Office. Jay specializes in Individual and Business Tax Planning and works with high net worth individuals in Silicon Valley and through the nations on advance tax planning strategies

He focuses on tax planning for the future to reduce your annual tax expense to the legal minimum or untangling a tax mess from the past, disputing taxes with the government; assist with estate planning and asset protection; help business owner clients plan for the single, most critically important financial event of their lives – the transition out of their business; compliance audits and reviews; financial consulting; business planning, and business valuation.Jay finds time to enjoy traveling and spending time with family.

Rosalie Girard | Marketing Consultant

Rosalie Girard

Marketing Consultant

Rosalie is a marketing consultant, she has an extensive experience in international business and has consulted fortune 500 executives in operation optimization and marketing. She now focuses her expertise in marketing Artificial Intelligence and Fintech.

She also currently lends her expertise to Microsoft as Business Value Executive. Rosalie previously built and led business value practice at Coveo Technology and guided it through IPO. She worked for SNC-Lavalin, one the largest Engineering and Construction group in the world to provide business consulting services to some of the largest mining, energy and oil & gas companies. Rosalie also earned robust experience with governmental organizations while providing marketing services for the Canadian embassy in Argentina.

She earned her Bachelors degree in International Business from University of Quebec in Montreal.