WIC Directory

Professional Background

• Finance
• People & Culture
• Science
• Medicine

Experienced Investment Areas

• Stocks
• Mutual funds
• Crypto currencies
• Angel investment

Industry Knowledge

• FinTech
• Software/SaaS

Years of Investment Experience

Top investment objectives

• Speculate on an interesting opportunity

Experienced Investment Areas

• Retirement plans / 401K
• Residential real estate
• Tax saving strategies

Industry Knowledge

• Education

Years of Investment Experience

Top investment objectives

• Other

Professional Background

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

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
• None

Industry Knowledge

• Banking & Investment
• Healthcare
• None

Years of Investment Experience

Top investment objectives

• None

Professional Background

• Engineer & Tech

Experienced Investment Areas

• Stocks
• Crypto currencies
• Lifestyle & Wellness

Industry Knowledge

• Consumer Products

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Professional Background

• Engineer & Tech
• Other

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K

Industry Knowledge

• Banking & Investment
• FinTech
• Software/SaaS

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Finance

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Bonds
• Retirement plans / 401K
• Residential real estate
• Tax saving strategies
• Estate planning
• Impact investment
• Venture capital
• Alternatives ( Cannabis, Farming, etc)

Industry Knowledge

• Hardware/Semiconductor
• Healthcare
• Telecom

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Experienced Investment Areas

• Stocks
• ETFs
• Bonds
• Residential real estate
• Crypto currencies
• Venture capital
• Negotiation
• Investment Strategies

Industry Knowledge

• Crypto
• Entrepreneur & Small Business
• Marketing

Years of Investment Experience

Top investment objectives

• Speculate on an interesting opportunity
• Other

Professional Background

• Real Estate

Experienced Investment Areas

• Residential real estate

Industry Knowledge

• Real Estate

Years of Investment Experience

Top investment objectives

• Generate the highest return possible

Professional Background

• Leadership & Management

Experienced Investment Areas

• Stocks
• ETFs
• Bonds
• Retirement plans / 401K
• Investment Strategies
• Financial Planning

Industry Knowledge

• Education
• Engineering & Science
• Operations

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Engineer & Tech
• People & Culture
• Arts & Entertainment
• Leadership & Management

Experienced Investment Areas

• Retirement plans / 401K

Industry Knowledge

• Retail
• Arts & Entertainment
• Media & Publishing

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Professional Background

• Legal & Law

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Bonds
• Retirement plans / 401K
• Residential real estate
• Tax saving strategies
• Alternatives ( Cannabis, Farming, etc)
• Lifestyle & Wellness
• Mindset
• Financial Planning
• Women's Issues
• General real estate
• Credit

Industry Knowledge

• Legal
• Marketing
• Food & Hospitality

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Professional Background

• Engineer & Tech
• Science

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K

Industry Knowledge

• AI & Data Science

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Engineer & Tech

Experienced Investment Areas

• ETFs
• Mutual funds
• Venture capital

Years of Investment Experience

Top investment objectives

• Generate the highest return possible

Professional Background

• Entrepreneur
• Engineer & Tech
• Finance
• Sales & Biz Dev
• Real Estate

Experienced Investment Areas

• Stocks
• Mutual funds
• Residential real estate
• Tax saving strategies
• Crypto currencies
• Investment Strategies
• General real estate

Industry Knowledge

• Software/SaaS
• Entrepreneur & Small Business

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Engineer & Tech
• Finance
• Real Estate

Experienced Investment Areas

• Residential real estate
• Commercial real estate
• Impact investment
• Investment Strategies
• General real estate
• ESG

Industry Knowledge

• Banking & Investment
• Real Estate

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Engineer & Tech
• Finance

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K
• Residential real estate
• Tax saving strategies
• Crypto currencies
• Investment Strategies
• Financial Planning

Industry Knowledge

• Software/SaaS
• Entrepreneur & Small Business
• Big Tech

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Tax optimization

Professional Background

• Product

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Retirement plans / 401K

Industry Knowledge

• Healthcare
• Marketing

Years of Investment Experience

Top investment objectives

• Retirement planning
• Other

Professional Background

• Entrepreneur
• Finance
• Leadership & Management

Experienced Investment Areas

• Stocks
• ETFs

Industry Knowledge

• Consumer Products
• FinTech
• Entrepreneur & Small Business

Years of Investment Experience

Top investment objectives

• Tax optimization
• Other

Professional Background

• Leadership & Management
• Education

Experienced Investment Areas

• Stocks
• Mutual funds
• Bonds
• Residential real estate

Industry Knowledge

• Consumer Products
• Education
• Retail
• I was an elementary school teacher, vice principal, elementary principal and mentor/coach for first and second year principals.

Years of Investment Experience

Top investment objectives

• Tax optimization
• Retirement planning
• Making sure that my funds last me for my lifetime

Professional Background

• Engineer & Tech
• Medicine
• General contractor

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Retirement plans / 401K
• Residential real estate
• Crypto currencies
• Lifestyle & Wellness

Industry Knowledge

• Construction
• Crypto

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Operations
• Other

Experienced Investment Areas

• Stocks
• ETFs

Industry Knowledge

• AI & Data Science
• Healthcare
• Biotech & Pharma

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Leadership & Management

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K
• Tax saving strategies
• Estate planning
• Negotiation
• Financial Planning

Industry Knowledge

• Crypto
• Education
• Legal

Years of Investment Experience

Top investment objectives

• Tax optimization
• Retirement planning

Professional Background

• Engineer & Tech

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K
• Residential real estate
• Tax saving strategies
• Estate planning
• Crypto currencies
• Financial Planning

Industry Knowledge

• Engineering & Science
• Real Estate
• Food & Hospitality

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Entrepreneur
• Growth & Marketer
• Leadership & Management
• Life time of Learning and being able to encourage others.

Experienced Investment Areas

• Retirement plans / 401K
• Residential real estate
• Impact investment
• Angel investment
• Negotiation
• Lifestyle & Wellness
• Investment Strategies
• Women's Issues
• General real estate

Industry Knowledge

• Education
• Entrepreneur & Small Business
• Travel

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other