WIC Directory

Experienced Investment Areas

• Retirement plans / 401K

Industry Knowledge

• Food & Hospitality
• Other

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Retirement planning

Professional Background

• Entrepreneur
• Finance

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Bonds
• Retirement plans / 401K
• Venture capital

Industry Knowledge

• Banking & Investment
• FinTech

Years of Investment Experience

Top investment objectives

• Speculate on an interesting opportunity
• Cash flow generation

Professional Background

• Entrepreneur

Experienced Investment Areas

• Stocks
• ETFs
• Angel investment

Industry Knowledge

• Consumer Products
• Healthcare
• Entrepreneur & Small Business

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Professional Background

• Entrepreneur
• People & Culture
• Product
• Real Estate

Experienced Investment Areas

• Residential real estate
• Commercial real estate
• Negotiation

Industry Knowledge

• Banking & Investment
• Construction

Years of Investment Experience

Top investment objectives

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

Professional Background

• Engineer & Tech
• Real Estate
• Leadership & Management

Experienced Investment Areas

• Residential real estate

Industry Knowledge

• FinTech
• Software/SaaS
• Real Estate

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Entrepreneur
• Engineer & Tech
• Growth & Marketer
• Leadership & Management

Experienced Investment Areas

• Stocks

Industry Knowledge

• FinTech
• Software/SaaS

Years of Investment Experience

Top investment objectives

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

Experienced Investment Areas

• Bonds

Industry Knowledge

• Engineering & Science

Years of Investment Experience

Top investment objectives

• Cash flow generation

Professional Background

• Real Estate
• Leadership & Management

Experienced Investment Areas

• Retirement plans / 401K

Industry Knowledge

• Retail
• Marketing
• Real Estate

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Tax optimization

Professional Background

• People & Culture
• Leadership & Management

Experienced Investment Areas

• Retirement plans / 401K

Industry Knowledge

• Construction
• Real Estate
• INGO, Philanthropy

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Engineer & Tech
• Leadership & Management

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Bonds
• Retirement plans / 401K
• Residential real estate
• Estate planning
• Negotiation

Industry Knowledge

• Energy

Years of Investment Experience

Top investment objectives

• Retirement planning
• Other

Professional Background

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

Experienced Investment Areas

• Stocks

Industry Knowledge

• AI & Data Science
• Software/SaaS
• Big Tech

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Experienced Investment Areas

• Stocks
• Residential real estate
• Crypto currencies
• Impact investment
• Venture capital
• Commodities
• Negotiation
• Lifestyle & Wellness

Industry Knowledge

• Banking & Investment
• Energy
• Software/SaaS

Years of Investment Experience

Top investment objectives

• Generate the highest return possible

Professional Background

• Finance
• Consulting

Experienced Investment Areas

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

Industry Knowledge

• Banking & Investment
• Legal
• Other

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Professional Background

• Finance
• People & Culture
• Leadership & Management

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Bonds
• Retirement plans / 401K
• Residential real estate
• Commercial real estate
• Tax saving strategies
• Estate planning
• Investment Strategies
• Mindset
• Financial Planning
• General real estate

Industry Knowledge

• Education

Years of Investment Experience

Top investment objectives

• Retirement planning
• Other

Professional Background

• Entrepreneur
• Finance
• Growth & Marketer
• Sales & Biz Dev
• Leadership & Management

Experienced Investment Areas

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

Industry Knowledge

• Consumer Products
• Software/SaaS
• Entrepreneur & Small Business

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Legal & Law

Experienced Investment Areas

• Impact investment
• Venture capital
• Women's Issues
• ESG
• Private Fund

Industry Knowledge

• Banking & Investment
• Legal
• Government

Years of Investment Experience

Top investment objectives

• Retirement planning

Professional Background

• Other

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds

Industry Knowledge

• Education

Years of Investment Experience

Top investment objectives

• Tax optimization
• Retirement planning

Professional Background

• None

Experienced Investment Areas

• Stocks
• ETFs
• None

Industry Knowledge

• Engineering & Science
• None

Years of Investment Experience

Top investment objectives

• Speculate on an interesting opportunity
• None

Professional Background

• Other

Experienced Investment Areas

• Retirement plans / 401K
• Residential real estate

Industry Knowledge

• Biotech & Pharma

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Engineer & Tech
• Growth & Marketer
• Operations
• Product
• Sales & Biz Dev
• Leadership & Management

Experienced Investment Areas

• Commodities

Industry Knowledge

• Energy

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Arts & Entertainment

Experienced Investment Areas

• Stocks
• Tax saving strategies
• Estate planning
• Mindset

Industry Knowledge

• Arts & Entertainment

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Entrepreneur
• Engineer & Tech
• Finance

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Bonds
• Retirement plans / 401K
• Tax saving strategies
• Estate planning
• Investment Strategies
• Financial Planning

Industry Knowledge

• Banking & Investment
• Energy

Years of Investment Experience

Top investment objectives

• Tax optimization
• Other

Professional Background

• Government

Experienced Investment Areas

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

Industry Knowledge

• Government
• Space

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Other

Experienced Investment Areas

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

Industry Knowledge

• Consumer Products
• Retail

Years of Investment Experience

Top investment objectives

• Retirement planning
• Other