About Me

Why I joined WIC

Great people (Janet has been a long time friend), great events, contribute and learn.

Ways to contribute to the community

  • Knowledge on an industry

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Tax saving strategies
  • Estate planning
  • Venture capital
  • Negotiation
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning

Industry Knowledge

  • Banking & Investment
  • Healthcare

Investment Objectives

Based In

San Jose, California, United States

Professional Background

  • Leadership & Management
  • Entrepreneur
  • Engineer & Tech
  • Sales & Biz Dev
  • Finance

Years of Investment Experience

7+ years

Top investment objectives

  • None

Typical investing time

  • 5-10 years
  • 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