Daniel Wallick Email and Phone Number
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Daniel T. WallickManaging Partner and Chief Investment Officer Daniel Wallick is a 1991 Phi Beta Kappa Honors graduate from the University of South Carolina with a degree in Finance and Economics and post-graduate work in accounting. His career experience includes accounting and management at Blue Cross and Blue Shield of South Carolina, and brokerage at Merrill Lynch and South Carolina Bank and Trust. In June of 2005, he launched Wallick Investments, LLC in Camden, SC, moving a year later to Wildewood Business Park in Northeast Columbia. Since then, Wallick Investments has enjoyed exceptional success in value-added investment performance and company growth. Dan is active at church, is a board member for the South Carolina Christian Chamber of Commerce and serves on the investment committee for the Roman Catholic Diocese of Charleston. He enjoys spending time with his wife Susan and their three sons: Jacob, Zachary and Samuel. In addition to investment research, his hobbies include: soccer, running, reading, fishing, tennis and golf. Dan is a member of the CFA Institute.DanWallick@WallickInvestments.comView Wallick Investments' recent performance data at http://www.publish-it-online.com/publication?m=13445&l=1
Wallick Investments, Llc
View- Website:
- wallickinvestments.com
- Employees:
- 7
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Managing Partner And Chief Investment OfficerWallick Investments, Llc Jun 2005 - PresentWallick Investments, LLC is a fee only registered investment advisory firm (RIA). We managed investment portfolios for both individuals and institutions based on a quantatative security selection process. -
Investment RepresentativeSouth Carolina Bank And Trust Jun 2003 - Jun 2005UsInvestment Representative for the Midlands -
Financial ConsultantMerrill Lynch Jan 2001 - May 2003New York, Ny, Us -
Accounting ManagerBcbssc 1994 - 2001Columbia, South Carolina, Us -
Accounting ManagerPalmetto Gba Jan 1994 - Dec 2000Columbia, Sc, Us
Daniel Wallick Skills
Daniel Wallick Education Details
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University Of South CarolinaFinance And Economics
Frequently Asked Questions about Daniel Wallick
What company does Daniel Wallick work for?
Daniel Wallick works for Wallick Investments, Llc
What is Daniel Wallick's role at the current company?
Daniel Wallick's current role is Owner, Wallick Investments, LLC.
What is Daniel Wallick's email address?
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What is Daniel Wallick's direct phone number?
Daniel Wallick's direct phone number is +180369*****
What schools did Daniel Wallick attend?
Daniel Wallick attended University Of South Carolina.
What skills is Daniel Wallick known for?
Daniel Wallick has skills like Investments, Retirement Planning, Portfolio Management, Strategic Financial Planning, Financial Analysis, Series 7, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Securities, Banking.
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