WIC Directory

Professional Background

• Growth & Marketer

Experienced Investment Areas

• Stocks
• Retirement plans / 401K
• Lifestyle & Wellness

Industry Knowledge

• Retail
• Marketing
• Food & Hospitality

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Other

Professional Background

• Real Estate
• Architect

Experienced Investment Areas

• General real estate
• None

Industry Knowledge

• Real Estate
• Architecture, General Construction

Years of Investment Experience

Top investment objectives

• Cash flow generation
• None

Professional Background

• Engineer & Tech

Experienced Investment Areas

• Stocks
• Residential real estate
• Angel investment

Industry Knowledge

• Consumer Products
• Engineering & Science
• Big Tech

Years of Investment Experience

Top investment objectives

• Speculate on an interesting opportunity

Professional Background

• Medicine

Experienced Investment Areas

• Mutual funds
• Retirement plans / 401K

Industry Knowledge

• Healthcare
• Engineering & Science
• Biotech & Pharma

Years of Investment Experience

Top investment objectives

• Retirement planning

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K
• Crypto currencies

Industry Knowledge

• Banking & Investment
• Cyber Security
• Big Tech

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Experienced Investment Areas

• Mindset

Industry Knowledge

• Education
• Retail
• Entrepreneur & Small Business

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Tax optimization

Professional Background

• Entrepreneur
• Growth & Marketer
• Leadership & Management

Experienced Investment Areas

• Stocks
• Bonds
• Retirement plans / 401K

Industry Knowledge

• Entrepreneur & Small Business
• Marketing
• Real Estate

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Entrepreneur
• Engineer & Tech
• Finance

Experienced Investment Areas

• ETFs
• Financial Planning

Industry Knowledge

• Entrepreneur & Small Business
• Big Tech

Years of Investment Experience

Top investment objectives

• Tax optimization
• Other

Professional Background

• Real Estate

Experienced Investment Areas

• Commercial real estate
• General real estate
• Private Fund

Industry Knowledge

• Real Estate

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Experienced Investment Areas

• Stocks
• General real estate

Industry Knowledge

• Banking & Investment
• Big Tech

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Experienced Investment Areas

• Stocks
• Retirement plans / 401K
• Mindset
• Financial Planning

Industry Knowledge

• Entrepreneur & Small Business
• Marketing
• Real Estate

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Buy my first home!

Professional Background

• Entrepreneur
• Engineer & Tech
• Finance

Experienced Investment Areas

• Stocks
• ETFs
• Private Fund

Industry Knowledge

• AI & Data Science
• Banking & Investment
• Big Tech

Years of Investment Experience

Top investment objectives

• Retirement planning
• Other

Experienced Investment Areas

• Stocks
• Residential real estate
• Commercial real estate

Industry Knowledge

• AI & Data Science
• Hardware/Semiconductor
• Big Tech

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Entrepreneur
• Engineer & Tech
• Operations
• Product
• Sales & Biz Dev
• Real Estate

Experienced Investment Areas

• Stocks
• ETFs
• Mutual funds
• Retirement plans / 401K
• Commercial real estate
• Angel investment
• Venture capital
• Alternatives ( Cannabis, Farming, etc)
• Lifestyle & Wellness
• Investment Strategies
• Women's Issues
• ESG

Industry Knowledge

• FinTech
• Software/SaaS
• Marketing

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Engineer & Tech
• Product
• Arts & Entertainment

Experienced Investment Areas

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

Industry Knowledge

• Construction
• Consumer Products
• Software/SaaS

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Other

Professional Background

• Finance
• Growth & Marketer
• Real Estate

Experienced Investment Areas

• Stocks
• Mutual funds
• Retirement plans / 401K
• Residential real estate
• Commercial real estate
• Negotiation
• Investment Strategies
• Financial Planning
• Women's Issues

Industry Knowledge

• Healthcare
• Entrepreneur & Small Business
• Real Estate

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• Cash flow generation

Professional Background

• Operations
• Product
• Sales & Biz Dev
• Real Estate
• Leadership & Management

Experienced Investment Areas

• Stocks
• Mutual funds
• Bonds
• Retirement plans / 401K
• Residential real estate
• Commercial real estate
• Tax saving strategies
• Angel investment
• Venture capital
• Negotiation
• Investment Strategies
• Financial Planning
• Women's Issues
• General real estate
• Private Fund

Industry Knowledge

• Consumer Products
• Retail
• Operations

Years of Investment Experience

Top investment objectives

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

Experienced Investment Areas

• Stocks

Industry Knowledge

• Food & Hospitality

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Cash Flow

Experienced Investment Areas

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

Industry Knowledge

• Funeral

Years of Investment Experience

Top investment objectives

• Generate the highest return possible
• I'd like to leave a nest egg for my two children.

Professional Background

• People & Culture

Experienced Investment Areas

• Mutual funds
• Tax saving strategies
• Investment Strategies
• Private Fund

Industry Knowledge

• AI & Data Science
• Education
• Real Estate

Years of Investment Experience

Top investment objectives

• Cash flow generation

Professional Background

• People & Culture
• Product

Experienced Investment Areas

• Retirement plans / 401K
• Financial Planning

Industry Knowledge

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

Years of Investment Experience

Top investment objectives

• Speculate on an interesting opportunity
• Cash flow generation

Professional Background

• Finance

Experienced Investment Areas

• Investment Strategies
• Financial Planning

Industry Knowledge

• Banking & Investment
• Education
• Big Tech

Years of Investment Experience

Top investment objectives

• Retirement planning
• Other

Experienced Investment Areas

• Retirement plans / 401K
• Residential real estate
• Tax saving strategies
• Negotiation
• Investment Strategies
• Financial Planning

Industry Knowledge

• Real Estate

Years of Investment Experience

Top investment objectives

• Tax optimization
• Other

Professional Background

• Entrepreneur
• Engineer & Tech
• People & Culture
• Arts & Entertainment
• Other

Experienced Investment Areas

• Retirement plans / 401K
• Lifestyle & Wellness

Industry Knowledge

• Retail
• VR/AR, Art, Animation

Years of Investment Experience

Top investment objectives

• Cash flow generation
• Student Loan payment