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WIC Directory


Clear Selection

Karen Tsui

Entrepreneur, People & Culture, edu
Hong Kong, Central and Western, Hong Kong

Professional Background

  • Entrepreneur
  • People & Culture
  • edu

Experienced Investment Areas

  • ETFs
  • Mutual funds
  • Lifestyle & Wellness

Industry Knowledge

  • Banking & Investment
  • Consumer Products
  • Education

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Speculate on an interesting opportunity
  • Retirement planning

Carina Tsang

Finance, Operations, Real Estate, Leadership & Management
Mountain View, California, United States

Professional Background

  • Finance
  • Operations
  • Real Estate
  • Leadership & Management

Experienced Investment Areas

  • Stocks
  • Retirement plans / 401K

Industry Knowledge

  • Real Estate

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Ellen Langenfeld

San Diego, California, United States

Experienced Investment Areas

  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Venture capital
  • Negotiation
  • Lifestyle & Wellness
  • Mindset
  • Financial Planning
  • Women's Issues

Industry Knowledge

  • Healthcare

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Darya Landa

Legal & Law
San Francisco, California, United States

Professional Background

  • Legal & Law

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Education
  • Legal
  • Biotech & Pharma

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Retirement planning

Deanna Slusher

Seattle, Washington, United States

Experienced Investment Areas

  • Mutual funds
  • Retirement plans / 401K
  • Residential real estate

Industry Knowledge

  • Operations

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Retirement planning

Anita Dhake

Legal & Law
Denver, Colorado, United States

Professional Background

  • Legal & Law

Experienced Investment Areas

  • Stocks
  • Mutual funds
  • Retirement plans / 401K

Industry Knowledge

  • Legal

Years of Investment Experience

7+ years

Top investment objectives

  • Other

Grady Winn

Real Estate
San Francisco, California, United States

Professional Background

  • Real Estate

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Retirement plans / 401K
  • Residential real estate
  • Investment Strategies

Industry Knowledge

  • Banking & Investment
  • Consumer Products

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Speculate on an interesting opportunity
  • Other

Athena Larsen

Kelso, Washington, United States

Experienced Investment Areas

  • Retirement plans / 401K
  • Crypto currencies

Industry Knowledge

  • Healthcare
  • Other

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation
  • Other

Nina Dahlblom

Entrepreneur, Finance, Legal & Law, People & Culture, Real Estate, Government, Other
San Jose, California, United States

Professional Background

  • Entrepreneur
  • Finance
  • Legal & Law
  • People & Culture
  • Real Estate
  • Government
  • Other

Experienced Investment Areas

  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues

Industry Knowledge

  • Entrepreneur & Small Business
  • Marketing
  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Caglar Dogan

Engineer & Tech
New York City, New York, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Stocks
  • Bonds

Industry Knowledge

  • AI & Data Science
  • Cyber Security
  • Big Tech

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
  • Speculate on an interesting opportunity

Violet Sinclaire

San Diego, California, United States

Experienced Investment Areas

  • Residential real estate
  • Crypto currencies
  • Negotiation
  • Mindset
  • Financial Planning
  • Women's Issues

Industry Knowledge

  • Construction
  • Entrepreneur & Small Business
  • Real Estate

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Cash flow generation
  • Retirement planning

Test Test

Finance
Sydney, New South Wales, Australia

Professional Background

  • Finance

Experienced Investment Areas

  • Venture capital

Industry Knowledge

  • AI & Data Science
  • Crypto
  • Software/SaaS

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Speculate on an interesting opportunity

Elika Mowery

Pittsburgh, Pennsylvania, United States

Experienced Investment Areas

  • ETFs

Industry Knowledge

  • Retail

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation
  • Other

Judy Chen

Entrepreneur, Engineer & Tech, Product, Leadership & Management
Castro Valley, California, United States

Professional Background

  • Entrepreneur
  • Engineer & Tech
  • Product
  • Leadership & Management

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Tax saving strategies

Industry Knowledge

  • AI & Data Science
  • Hardware/Semiconductor
  • Entrepreneur & Small Business

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Other

Elmira Shahanaghi

Arts & Entertainment, Education and healthcare
Toronto, Ontario, Canada

Professional Background

  • Arts & Entertainment
  • Education and healthcare

Experienced Investment Areas

  • Tax saving strategies
  • Crypto currencies

Industry Knowledge

  • Arts & Entertainment

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation
  • Other

Ryan D'Silva

Engineer & Tech, Product
San Francisco, California, United States

Professional Background

  • Engineer & Tech
  • Product

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Crypto currencies

Industry Knowledge

  • Banking & Investment
  • Consumer Products
  • FinTech

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Develop a strategy that will allow me to continue to actively invest with minimal effort

Regina Cross

Finance
Chicago, Illinois, United States

Professional Background

  • Finance

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Tax saving strategies
  • Estate planning
  • Impact investment

Industry Knowledge

  • Banking & Investment
  • Education

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Other

Hiba Murali

Engineer & Tech, Product
Austin, Texas, United States

Professional Background

  • Engineer & Tech
  • Product

Experienced Investment Areas

  • Stocks
  • ETFs
  • Bonds
  • Retirement plans / 401K
  • Crypto currencies

Industry Knowledge

  • Consumer Products
  • Hardware/Semiconductor
  • Software/SaaS

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Other

Natalie Oh

Insurance Consultant
San Mateo, California, United States

Professional Background

  • Insurance Consultant

Experienced Investment Areas

  • Mutual funds
  • Retirement plans / 401K
  • Tax saving strategies
  • Estate planning
  • Mindset

Industry Knowledge

  • Banking & Investment
  • Healthcare

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Retirement planning

Andrea Serbonich

People & Culture, Leadership & Management
New York City, New York, United States

Professional Background

  • People & Culture
  • Leadership & Management

Experienced Investment Areas

  • Crypto currencies
  • Impact investment
  • Angel investment
  • Investment Strategies

Industry Knowledge

  • Human Resources

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Tracy Zhou

Entrepreneur, Real Estate
San Francisco, California, United States

Professional Background

  • Entrepreneur
  • Real Estate

Experienced Investment Areas

  • Stocks
  • ETFs
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Crypto currencies
  • Angel investment
  • Venture capital
  • Negotiation
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues
  • General real estate

Industry Knowledge

  • Banking & Investment
  • Arts & Entertainment
  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Other

Elizabeth Driscoll

Science, Medicine
Long Beach, California, United States

Professional Background

  • Science
  • Medicine

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Retirement plans / 401K
  • Commercial real estate
  • Estate planning
  • Crypto currencies
  • Negotiation
  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues

Industry Knowledge

  • Healthcare
  • Operations
  • Food & Hospitality

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible
  • Retirement planning

Angela Chen

Legal & Law
Palo Alto, California, United States

Professional Background

  • Legal & Law

Experienced Investment Areas

  • ETFs
  • Mutual funds
  • Retirement plans / 401K
  • Investment Strategies

Industry Knowledge

  • Legal

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
  • Other

Susan Vang

People & Culture, Other
San Francisco, California, United States

Professional Background

  • People & Culture
  • Other

Experienced Investment Areas

  • ETFs
  • Mutual funds
  • Retirement plans / 401K

Industry Knowledge

  • Software/SaaS
  • Public Sector

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible
  • Tax optimization