Company Filing History:
Years Active: 2012-2020
Title: The Innovative Contributions of Daniel Wallick
Introduction
Daniel Wallick is a notable inventor based in Haverford, Pennsylvania. He has made significant contributions to the field of investment fund administration through his innovative patents. With a total of five patents to his name, Wallick has developed methods that enhance the efficiency and effectiveness of managing investment funds.
Latest Patents
Wallick's latest patents include a "Computer system and computerized method for administering an investment fund." This method involves creating shares for sale and providing a managed distribution schedule that identifies a number of payments to be made during consecutive periods. It also includes an investment strategy for investing in assets to ensure sufficient funds to meet the distribution schedule. The process involves issuing shares to investors, investing the received funds, calculating the value of payments, and providing those payments to investors during the specified periods. Multiple embodiments of this patent relate to methods for calculating and sourcing each payment.
Career Highlights
Daniel Wallick is currently associated with The Vanguard Group, Inc., a leading investment management company. His work focuses on developing innovative solutions that streamline the administration of investment funds. His expertise in this area has contributed to the advancement of financial technology and investment strategies.
Collaborations
Wallick has collaborated with notable colleagues such as John Ameriks and John Buhl. Their combined efforts have led to the development of effective methods and systems that benefit the investment management industry.
Conclusion
Daniel Wallick's contributions to the field of investment fund administration through his patents demonstrate his innovative spirit and commitment to enhancing financial management practices. His work continues to influence the industry and pave the way for future advancements.