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WIC Directory


Clear Selection

Mariah Volk

Legal & Law
San Francisco, California, United States

Professional Background

  • Legal & Law

Experienced Investment Areas

  • Stocks
  • ETFs
  • Crypto currencies
  • Venture capital
  • Lifestyle & Wellness
  • Women's Issues

Industry Knowledge

  • Legal
  • Government
  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Other

Cheing LaRon

Entrepreneur, Finance, Product, Other
Las Vegas, Nevada, United States

Professional Background

  • Entrepreneur
  • Finance
  • Product
  • Other

Experienced Investment Areas

  • Residential real estate
  • Commercial real estate
  • Crypto currencies
  • General real estate

Industry Knowledge

  • Crypto
  • Education
  • Entrepreneur & Small Business

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Cash flow generation
  • Other

Diana Fatayergi

Finance, Real Estate
Houston, Texas, United States

Professional Background

  • Finance
  • Real Estate

Experienced Investment Areas

  • Negotiation
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning
  • General real estate

Industry Knowledge

  • Banking & Investment
  • Real Estate

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Speculate on an interesting opportunity
  • Other

TAWNYA FALKNER

Entrepreneur, Finance, Legal & Law, Operations, People & Culture, Product, Sales & Biz Dev, Real Estate, Leadership & Management
Los Angeles, California, United States

Professional Background

  • Entrepreneur
  • Finance
  • Legal & Law
  • Operations
  • People & Culture
  • Product
  • Sales & Biz Dev
  • Real Estate
  • Leadership & Management

Experienced Investment Areas

  • Stocks
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Impact investment
  • Angel investment
  • Negotiation
  • Mindset
  • Women's Issues

Industry Knowledge

  • Consumer Products
  • Entrepreneur & Small Business
  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Speculate on an interesting opportunity
  • Retirement planning

Liana S

Other
Fairfax, Virginia, United States

Professional Background

  • Other

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Education
  • Other

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation
  • Other

Philysha Beneby

Entrepreneur, Operations, People & Culture, Leadership & Management, Medicine
Leesburg, Florida, United States

Professional Background

  • Entrepreneur
  • Operations
  • People & Culture
  • Leadership & Management
  • Medicine

Experienced Investment Areas

  • Stocks
  • ETFs
  • Crypto currencies
  • Impact investment
  • Lifestyle & Wellness
  • Mindset
  • Women's Issues

Industry Knowledge

  • Healthcare
  • Retail
  • Arts & Entertainment

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Other

Patricia Ang-Schmid

Thousand Oaks, California, United States

Experienced Investment Areas

  • Stocks
  • Mutual funds
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Impact investment
  • General real estate

Industry Knowledge

  • Healthcare
  • Biotech & Pharma
  • Other

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Other

Nevena Kuvetakis

Engineer & Tech
San Francisco, California, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Venture capital
  • Investment Strategies

Industry Knowledge

  • Cyber Security
  • Operations
  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Kim Aristizabal

Real Estate, Medicine
Stockton, California, United States

Professional Background

  • Real Estate
  • Medicine

Experienced Investment Areas

  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues
  • General real estate

Industry Knowledge

  • Banking & Investment
  • Healthcare
  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Other

Jolie Zhou

Finance, Real Estate
San Francisco, California, United States

Professional Background

  • Finance
  • Real Estate

Experienced Investment Areas

  • Stocks
  • Residential real estate
  • Commercial real estate

Industry Knowledge

  • Banking & Investment
  • Real Estate

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Cash flow generation
  • Other

Lynn H

San Francisco, California, United States

Experienced Investment Areas

  • ETFs

Industry Knowledge

  • Other

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible

Gavin Farrington

Entrepreneur, Engineer & Tech, Operations, Arts & Entertainment, Leadership & Management
Concord, California, United States

Professional Background

  • Entrepreneur
  • Engineer & Tech
  • Operations
  • Arts & Entertainment
  • Leadership & Management

Experienced Investment Areas

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

Industry Knowledge

  • Education

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible
  • Retirement planning

Imane Mastfi

Other
Dubai, Dubai, United Arab Emirates

Professional Background

  • Other

Experienced Investment Areas

  • Stocks
  • Bonds
  • Residential real estate
  • Commercial real estate
  • Angel investment
  • Alternatives ( Cannabis, Farming, etc)
  • Investment Strategies
  • ESG

Industry Knowledge

  • Consumer Products
  • Marketing

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Retirement planning

Santiago Vallinas

San Francisco, California, United States

Experienced Investment Areas

  • Residential real estate

Industry Knowledge

  • Government
  • Biotech & Pharma

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible
  • Tax optimization

Krista Dolan

Tallahassee, Florida, United States

Experienced Investment Areas

  • Retirement plans / 401K
  • Residential real estate

Industry Knowledge

  • Legal
  • Marketing
  • Media & Publishing

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Speculate on an interesting opportunity
  • Other

Brittany Lowell

Operations, People & Culture, Product, Sales & Biz Dev, Arts & Entertainment, Leadership & Management
Portland, Oregon, United States

Professional Background

  • Operations
  • People & Culture
  • Product
  • Sales & Biz Dev
  • Arts & Entertainment
  • Leadership & Management

Experienced Investment Areas

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

Industry Knowledge

  • Consumer Products
  • Education
  • Food & Hospitality

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation
  • Retirement planning

Amy Huang

Product
San Francisco, California, United States

Professional Background

  • Product

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Tax saving strategies
  • Negotiation
  • Investment Strategies
  • Financial Planning
  • Women's Issues

Industry Knowledge

  • FinTech
  • Marketing
  • Big Tech

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Retirement planning
  • Other

Kira Harsanh

Literature
San Francisco, California, United States

Professional Background

  • Literature

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Education
  • Healthcare

Years of Investment Experience

< 1 year

Top investment objectives

  • Tax optimization
  • Other

Bonnie Wang

Medicine
Ann Arbor, Michigan, United States

Professional Background

  • Medicine

Experienced Investment Areas

  • ETFs
  • Mutual funds
  • Retirement plans / 401K

Industry Knowledge

  • Education
  • Healthcare

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Tax optimization
  • Other

Ellyn Solis-Maurer

Arts & Entertainment
West Orange, New Jersey, United States

Professional Background

  • Arts & Entertainment

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Arts & Entertainment
  • Food & Hospitality
  • Media & Publishing

Years of Investment Experience

< 1 year

Top investment objectives

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

David Tseng

Legal & Law
San Francisco, California, United States

Professional Background

  • Legal & Law

Experienced Investment Areas

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

Industry Knowledge

  • Banking & Investment
  • Legal

Years of Investment Experience

7+ years

Top investment objectives

  • Other

Ayako Fackenthal

Finance, Leadership & Management
Sacramento, California, United States

Professional Background

  • Finance
  • Leadership & Management

Experienced Investment Areas

  • Stocks
  • ETFs
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Alternatives ( Cannabis, Farming, etc)
  • Lifestyle & Wellness
  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues
  • General real estate
  • Private Fund

Industry Knowledge

  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Tax optimization

Michele Gray

Entrepreneur
Portland, Oregon, United States

Professional Background

  • Entrepreneur

Experienced Investment Areas

  • Stocks
  • ETFs
  • Bonds

Industry Knowledge

  • Construction
  • Education
  • Entrepreneur & Small Business

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Other

Jove Kuang

Entrepreneur, Engineer & Tech, Finance, Sales & Biz Dev, Real Estate, Leadership & Management
San Francisco, California, United States

Professional Background

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

Experienced Investment Areas

  • Residential real estate
  • Commercial real estate
  • Angel investment

Industry Knowledge

  • Software/SaaS

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Other