Daniel W. Wallick Email & Phone Number

Philadelphia, Pa, Us

FinTech digital wealth management solution. Unifimoney provides a turnkey solution for companies to embed investing for their customers.

National Senior Communities (NSC) is Maryland non-stock corporation that is the supporting organization for more than 20,000 units of senior housing across 11 states. NSC employs more than 15,000 people and serves more than 25,000 residents. NSC provides ongoing strategic planning, policy development, and compliance to maintain the highest standards of quality and care, financial oversight, and other responsibilities to the entire portfolio of individual Community Boards.Serving on the Audit, Investment & Treasury (AIT) & Strategic Planning (SPC) committees.

Malvern, Pennsylvania, United States

Financial services executive with successful track record in developing and driving strategy. Innovator who designed and implemented major new products and services resulting in over $3 trillion of additional AUM. Held senior positions in the Investment Strategy Group, Portfolio Review Department and Fixed Income Group. Accomplishments include: Retirement Solution. Led the creation of the Vanguard Target Date Funds resulting in over $1.8 trillion of AUM. This suite of balanced funds simplified client retirement investing into a single age-based decision. Product Innovation. Received multiple U.S. financial patents for the Managed Payout Funds (balanced funds with automated payout structures). Devised a multibillion-dollar tender option bond program for the fixed income group. Active Management. Led advocacy within firm for active management. Broadened firm’s perspective and positioning of actively managed equity funds bolstered by widely published research. Lead team evaluating and hiring external managers with AUM of $1.6 trillion. Alternative Investments. Helped create Vanguard’s suite of alternative investment products including: Alternative Strategies Fund; Market Neutral Fund and Futures Fund.Forecasting Model. Conceived and led team that created the Vanguard Capital Markets Model, an expected return and scenario-simulating model which drove the firm’s institutional advice. Model created holistic, consistent, scalable investment solutions.Global Ambassador. Keynote speaker to many of the world’s largest institutional investors. Clientele included Asian Sovereign Wealth Funds, Latin American Sovereign Retirement Systems, European Central Banks, and U.S. university endowments.

Philadelphia, Pennsylvania, United States

Structured the issuance of $10 billion of municipal bonds.

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