We are excited to welcome Daniel W. Wallick to the Unifimoney Tech QOBZ LLC's newly inaugurated Advisory Board.

Unifimoney Communications

We are excited to welcome Daniel W. Wallick to the Unifimoney Tech QOBZ LLC's newly inaugurated Advisory Board.

Daniel W. Wallick has had a long career in investment management. As a former Principal in Vanguard's Investment Strategy Group he created the firm's Capital Markets Model, advised institutions, and published a wide array of research. Mr. Wallick holds multiple financial patents and led the creation of mutual funds with a current AUM of more than $2 trillion.

Daniel has dedicated his career to expanding investor succession. He is excited to join Unifimoney’s Advisory Board and broaden investor’s access to unified investment solutions.

Prior to Vanguard, Mr. Wallick brought more than $1 billion of municipal bonds to market while working at Public Financial Management. Mr. Wallick earned his B.A. in history from the University of Pennsylvania and his MBA from Harvard University. He currently serves on the Penn Basketball and Wesleyan Men’s Soccer Boards.