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WIC Directory


Clear Selection

Christina Hsiang

Oakland, California, United States

Experienced Investment Areas

  • Angel investment

Industry Knowledge

  • Legal

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Matthew Heard

Engineer & Tech
San Jose, California, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Stocks
  • Crypto currencies
  • Investment Strategies

Industry Knowledge

  • Crypto
  • FinTech

Years of Investment Experience

7+ years

Top investment objectives

  • Other

Meiching Chou

Finance, Real Estate
Austin, Texas, United States

Professional Background

  • Finance
  • Real Estate

Experienced Investment Areas

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

Industry Knowledge

  • Banking & Investment
  • Energy
  • FinTech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Tax optimization

David Chalmers

Growth & Marketer, Product, Leadership & Management
San Francisco, California, United States

Professional Background

  • Growth & Marketer
  • Product
  • Leadership & Management

Experienced Investment Areas

  • Retirement plans / 401K

Industry Knowledge

  • Healthcare
  • Marketing
  • Media & Publishing

Years of Investment Experience

7+ years

Top investment objectives

  • Tax optimization
  • Other

danika zhang

Finance
Walnut Creek, California, United States

Professional Background

  • Finance

Experienced Investment Areas

  • Stocks
  • ETFs
  • Retirement plans / 401K
  • Residential real estate
  • Tax saving strategies
  • Women's Issues

Industry Knowledge

  • FinTech
  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Tax optimization

Florian Bertele

Engineer & Tech
San Francisco, California, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Stocks
  • Retirement plans / 401K
  • Residential real estate
  • Angel investment

Industry Knowledge

  • AI & Data Science

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Speculate on an interesting opportunity

Kavita Cariapa

Growth & Marketer, Product, Sales & Biz Dev
New York City, New York, United States

Professional Background

  • Growth & Marketer
  • Product
  • Sales & Biz Dev

Experienced Investment Areas

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

Industry Knowledge

  • Consumer Products
  • Retail
  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Doreen Xu

San Francisco, California, United States

Experienced Investment Areas

  • Stocks
  • ETFs
  • Retirement plans / 401K
  • Angel investment
  • Venture capital

Industry Knowledge

  • Banking & Investment

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Gwen Bomer

Entrepreneur, Finance, Sales & Biz Dev, Leadership & Management
Scottsdale, Arizona, United States

Professional Background

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

Experienced Investment Areas

  • Angel investment
  • Venture capital
  • Investment Strategies

Industry Knowledge

  • AI & Data Science
  • Consumer Products
  • Software/SaaS

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Phong Dang

Renton, Washington, United States

Experienced Investment Areas

  • Residential real estate
  • Commercial real estate

Industry Knowledge

  • Marketing
  • Real Estate

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation

Nu Yang

Engineer & Tech
Boston, Massachusetts, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Commodities
  • Investment Strategies
  • Mindset
  • Financial Planning
  • Women's Issues
  • General real estate
  • Private Fund

Industry Knowledge

  • AI & Data Science
  • Crypto
  • Engineering & Science

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Speculate on an interesting opportunity
  • Cash flow generation

Katie Bridwell

Finance, Real Estate
Phoenix, Arizona, United States

Professional Background

  • Finance
  • Real Estate

Experienced Investment Areas

  • Stocks
  • Residential real estate
  • Crypto currencies

Industry Knowledge

  • Banking & Investment
  • Entrepreneur & Small Business
  • Real Estate

Years of Investment Experience

1 - 3 years

Top investment objectives

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

Christina Dinh

Entrepreneur, Medicine, Other
San Diego, California, United States

Professional Background

  • Entrepreneur
  • Medicine
  • Other

Experienced Investment Areas

  • Mutual funds
  • Retirement plans / 401K
  • Mindset

Industry Knowledge

  • Healthcare

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Retirement planning
  • Cash Flow

Yick Lam

Sales & Biz Dev, Science
White Plains, New York, United States

Professional Background

  • Sales & Biz Dev
  • Science

Experienced Investment Areas

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

Industry Knowledge

  • Healthcare

Years of Investment Experience

< 1 year

Top investment objectives

  • Cash flow generation
  • Other

Nicole Bansal

Growth & Marketer, Real Estate, Tech investor
San Diego, California, United States

Professional Background

  • Growth & Marketer
  • Real Estate
  • Tech investor

Experienced Investment Areas

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

Industry Knowledge

  • Consumer Products
  • Telecom

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Tax optimization
  • Other

Sean Loosli

Product, Leadership & Management
San Francisco, California, United States

Professional Background

  • Product
  • Leadership & Management

Experienced Investment Areas

  • Stocks
  • Retirement plans / 401K
  • Residential real estate
  • Tax saving strategies
  • Estate planning
  • Lifestyle & Wellness
  • Investment Strategies
  • ESG

Industry Knowledge

  • Banking & Investment
  • Software/SaaS
  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Tax optimization
  • Other

Benjamin Shyong

Engineer & Tech
San Francisco, California, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Stocks
  • ETFs
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Venture capital
  • Investment Strategies
  • Financial Planning

Industry Knowledge

  • Big Tech

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Mylie Tong

Engineer & Tech
Portland, Oregon, United States

Professional Background

  • Engineer & Tech

Experienced Investment Areas

  • Stocks
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies

Industry Knowledge

  • AI & Data Science

Years of Investment Experience

1 - 3 years

Top investment objectives

  • Cash flow generation
  • Retirement planning

Haley Zhao

Engineer & Tech, Finance, Real Estate
San Francisco, California, United States

Professional Background

  • Engineer & Tech
  • Finance
  • Real Estate

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Crypto currencies
  • Angel investment
  • Venture capital
  • Alternatives ( Cannabis, Farming, etc)
  • Mindset

Industry Knowledge

  • Energy

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Clara Racz

Medical Devices
Oakville, Ontario, Canada

Professional Background

  • Medical Devices

Experienced Investment Areas

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

Industry Knowledge

  • Crypto
  • Retail
  • Biotech & Pharma

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Other

Vivienne Wei

San Francisco, California, United States

Experienced Investment Areas

  • Stocks
  • ETFs
  • Estate planning

Industry Knowledge

  • Consumer Products
  • Software/SaaS

Years of Investment Experience

7+ years

Alex Moore

Entrepreneur, Real Estate, Medicine
San Francisco, California, United States

Professional Background

  • Entrepreneur
  • Real Estate
  • Medicine

Experienced Investment Areas

  • Stocks
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Investment Strategies

Industry Knowledge

  • Healthcare
  • Operations
  • Real Estate

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Tax optimization

Megan Kain

Los Angeles, California, United States

Experienced Investment Areas

  • Stocks
  • Retirement plans / 401K
  • Crypto currencies

Industry Knowledge

  • Construction
  • Entrepreneur & Small Business
  • Operations

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
  • Other

Peter Yee

Entrepreneur, Engineer & Tech
Las Vegas, Nevada, United States

Professional Background

  • Entrepreneur
  • Engineer & Tech

Experienced Investment Areas

  • Commercial real estate

Industry Knowledge

  • Software/SaaS

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation