About Me

Why I joined WIC

Learning more from others and participating in community

Ways to contribute to the community

None

Experienced Investment Areas

  • Stocks
  • Retirement plans / 401K
  • Residential real estate
  • Tax saving strategies
  • Estate planning
  • Lifestyle & Wellness
  • Investment Strategies
  • ESG

Industry Knowledge

  • Big Tech
  • Banking & Investment
  • Software/SaaS

Investment Objectives

Based In

San Francisco, California, United States

Professional Background

  • Leadership & Management
  • Product

Years of Investment Experience

7+ years

Top investment objectives

  • Tax optimization
  • Other

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

None

Failed investment experience

None

Other things about myself

None

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity