Daniel Wallick

Wildcard
DISC Type : cis

Managing Partner and Chief Investment Officer at Wallick Investments, LLC

Lexington County, South Carolina, United States

Overview

Daniel is the Managing Partner and Chief Investment Officer of Wallick Investments, LLC, the firm he founded in 2005. A Phi Beta Kappa graduate from the University of South Carolina in Finance and Economics, he leverages a quantitative approach to investment management, with prior experience at Merrill Lynch.

His professional work is deeply integrated with his personal faith. Daniel is a vocal advocate for Biblically Responsible and Catholic investing principles, frequently collaborating with other leaders in the faithful investing community to promote investment strategies that align with Christian values.

He developed the Fidelis 100 Index, which uniquely combines evidence-based investment science with Christian faith-based screening.

Personality Overview

Curious But Skeptical

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Faith-Based Investing
He is a passionate advocate for Biblically Responsible and Catholic investment principles, creating the Fidelis 100 Index to align with these values.
Quantitative Analysis
His firm's investment strategy is explicitly based on a quantitative security selection process to manage portfolios for individuals and institutions.
Value Investing
The investment firm he founded has achieved notable success through a dedicated focus on delivering value-added investment performance for its clients.

Media Appearances

Daniel has no verified media appearances

Work History

6-2005
Managing Partner and Chief Investment Officer at Wallick Investments, LLC
6-2003 - 6-2005
Investment Representative at South Carolina Bank and Trust
1-2001 - 5-2003
Financial Consultant at Merrill Lynch
1-1994 - 12-2000
Accounting Manager at Palmetto GBA
1994 - 2001
Accounting Manager at BCBSSC

Education

1989 - 1991
Bachelor of Science (B.S.) from University of South Carolina

More Information

Social Presence :

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Exp : 32 Location : Lexington County, South Carolina, United States Job Level : Leadership Designation : Managing Partner and Chief Investment Officer at Wallick Investments, LLC
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Daniel

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Daniel take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Daniel

Personality Compatibility


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