Daniel Wallick

Daniel Wallick Email and Phone Number

Owner, Wallick Investments, LLC @ Wallick Investments, LLC
1122 Lady St, Columbia,South Carolina 29201,United States
Daniel Wallick's Location
Lexington County, South Carolina, United States, United States
Daniel Wallick's Contact Details

Daniel Wallick work email

Daniel Wallick personal email

Daniel Wallick phone numbers

About Daniel Wallick

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

Daniel Wallick's Current Company Details
Wallick Investments, LLC

Wallick Investments, Llc

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Owner, Wallick Investments, LLC
1122 Lady St, Columbia,South Carolina 29201,United States
Employees:
7
Daniel Wallick Work Experience Details
  • Wallick Investments, Llc
    Managing Partner And Chief Investment Officer
    Wallick Investments, Llc Jun 2005 - Present
    Wallick 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.
  • South Carolina Bank And Trust
    Investment Representative
    South Carolina Bank And Trust Jun 2003 - Jun 2005
    Us
    Investment Representative for the Midlands
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Jan 2001 - May 2003
    New York, Ny, Us
  • Bcbssc
    Accounting Manager
    Bcbssc 1994 - 2001
    Columbia, South Carolina, Us
  • Palmetto Gba
    Accounting Manager
    Palmetto Gba Jan 1994 - Dec 2000
    Columbia, Sc, Us

Daniel Wallick Skills

Investments Retirement Planning Portfolio Management Strategic Financial Planning Financial Analysis Series 7 Investment Advisory Wealth Management Estate Planning Asset Allocation Securities Banking Asset Management Finance Mutual Funds

Daniel Wallick Education Details

  • University Of South Carolina
    University Of South Carolina
    Finance 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?

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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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