WIC Directory

Clear Selection
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Rachel Frings

Product
New York City, New York, United States

Professional Background

  • Product

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Consumer Products
  • Big Tech

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Other
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Laura Stadler

Growth & Marketer
San Diego, California, United States

Professional Background

  • Growth & Marketer

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Retirement plans / 401K
  • Tax saving strategies
  • Crypto currencies
  • Lifestyle & Wellness

Industry Knowledge

  • Banking & Investment
  • Hardware/Semiconductor
  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Retirement planning
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Yan Jin

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

Professional Background

  • Engineer & Tech
  • Finance

Experienced Investment Areas

  • Stocks
  • Bonds
  • Crypto currencies

Industry Knowledge

  • AI & Data Science
  • Crypto
  • FinTech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
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Meghan Boland

Calgary, Alberta, Canada

Experienced Investment Areas

  • Stocks
  • ETFs
  • Residential real estate
  • Crypto currencies
  • General real estate

Industry Knowledge

  • Energy
  • Engineering & Science
  • Real Estate

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Cash flow generation
  • Other
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Kristan Scott

Product
Melbourne, Victoria, Australia

Professional Background

  • Product

Experienced Investment Areas

  • Stocks

Industry Knowledge

  • Retail
  • Software/SaaS

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
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Lynda Korn

New York City, New York, United States

Experienced Investment Areas

  • Stocks
  • ETFs
  • Retirement plans / 401K
  • Tax saving strategies
  • Estate planning
  • Financial Planning

Industry Knowledge

  • Education

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible
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Callie McDaniel

Finance, Operations, People & Culture, Leadership & Management
Salt Lake City, Utah, United States

Professional Background

  • Finance
  • Operations
  • People & Culture
  • Leadership & Management

Experienced Investment Areas

  • Stocks
  • ETFs
  • Bonds
  • Venture capital

Industry Knowledge

  • Banking & Investment
  • Education
  • Energy

Years of Investment Experience

7+ years

Top investment objectives

  • Speculate on an interesting opportunity
  • Other
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Marilyn Alvarado

San Francisco, California, United States

Experienced Investment Areas

  • Stocks
  • Crypto currencies
  • Impact investment
  • Investment Strategies
  • Mindset
  • Women's Issues

Industry Knowledge

  • Crypto
  • Arts & Entertainment
  • Entrepreneur & Small Business

Years of Investment Experience

< 1 year

Top investment objectives

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

San Francisco, California, United States

Experienced Investment Areas

  • Stocks

Industry Knowledge

  • Education
  • Arts & Entertainment

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation
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Neve Hennessey

Philadelphia, Pennsylvania, United States

Experienced Investment Areas

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

Industry Knowledge

  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Speculate on an interesting opportunity
  • Other
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Megan Hammonds

Columbus, Georgia, United States

Experienced Investment Areas

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

Industry Knowledge

  • Government

Years of Investment Experience

< 1 year

Top investment objectives

  • Speculate on an interesting opportunity
  • Other
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bethany miles

Entrepreneur, Engineer & Tech, Finance, Legal & Law, People & Culture, Science, Arts & Entertainment, Government

Professional Background

  • Entrepreneur
  • Engineer & Tech
  • Finance
  • Legal & Law
  • People & Culture
  • Science
  • Arts & Entertainment
  • Government

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Crypto currencies
  • Impact investment
  • Angel investment
  • Venture capital
  • Commodities
  • Alternatives ( Cannabis, Farming, etc)
  • Negotiation
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues
  • General real estate
  • ESG
  • Credit
  • Private Fund

Industry Knowledge

  • AI & Data Science
  • Arts & Entertainment
  • Big Tech

Years of Investment Experience

1 - 3 years

Top investment objectives

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

Professional Background

  • None

Experienced Investment Areas

  • Stocks
  • Commercial real estate
  • Tax saving strategies
  • Crypto currencies
  • Angel investment
  • Venture capital
  • Negotiation
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning
  • General real estate
  • None

Industry Knowledge

  • Arts & Entertainment
  • Biotech & Pharma
  • Big Tech
  • None

Top investment objectives

  • None
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T C

Other

Professional Background

  • Other

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Healthcare

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
  • Retirement planning
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christina xu

Entrepreneur, Finance
San Mateo, California, United States

Professional Background

  • Entrepreneur
  • Finance

Experienced Investment Areas

  • Impact investment
  • Angel investment
  • Venture capital
  • Alternatives ( Cannabis, Farming, etc)
  • Investment Strategies
  • Mindset
  • Women's Issues
  • ESG
  • Private Fund

Industry Knowledge

  • Banking & Investment
  • Healthcare
  • Entrepreneur & Small Business

Years of Investment Experience

7+ years

Top investment objectives

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

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Max

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Wenjing