Daniel Wallick resumes & CV records
Resumes
Daniel Wallick
Daniel Wallick
Daniel Wallick
Location:
US Military Posts in the Pacific
Industry:
Military
Daniel W Wallick, 63Brooklyn, NY
Daniel Wallick Phones & Addresses
Brooklyn, NY
Haverford, PA
418 N Rose Ln, Haverford, PA 19041
Mentions for Daniel W Wallick
Publications & IP owners
Us Patents
Method Of Making Distributions From An Investment Fund
US Patent:
8185464, May 22, 2012
Filed:
Sep 10, 2008
Appl. No.:
12/208097
Inventors:
John Ameriks - Malvern PA, US
John Buhl - Wayne PA, US
Edward Delk - New York NY, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
John Buhl - Wayne PA, US
Edward Delk - New York NY, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
Assignee:
The Vanguard Group, Inc. - Valley Forge PA
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 36, 705 37
Abstract:
A method of making distributions from an investment fund. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Each payment during the period is sourced from one or more of net income of the assets, accumulated undistributed net profits resulting from a sale of any asset excluding long-term capital gains, and return of capital.
Method Of Administering An Investment Fund
US Patent:
8571963, Oct 29, 2013
Filed:
May 14, 2012
Appl. No.:
13/470964
Inventors:
John Ameriks - Malvern PA, US
John Buhl - Wayne PA, US
Edward Delk - Paoli PA, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
John Buhl - Wayne PA, US
Edward Delk - Paoli PA, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
Assignee:
The Vanguard Group, Inc. - Valley Forge PA
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 35, 705 37, 705 726
Abstract:
A method of administering an investment fund using a computer. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Multiple embodiments relate to methods for calculation and sourcing of each payment.
Method Of Administering A Mutual Fund That Seeks To Provide Regular Monthly Payments Without Consuming Principal
US Patent:
2009007, Mar 19, 2009
Filed:
Sep 12, 2008
Appl. No.:
12/209603
Inventors:
John Ameriks - Malvern PA, US
John Buhl - Wayne PA, US
Edward Delk - New York NY, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
John Buhl - Wayne PA, US
Edward Delk - New York NY, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
Assignee:
THE VANGUARD GROUP, INC. - Valley Forge PA
International Classification:
G06Q 40/00
US Classification:
705 36 R, 705 37
Abstract:
A method of administering an investment fund. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Each payment is calculated according to a formula that specifies that the value of each payment is based on a trailing Net Asset Value (NAV) of the investor's share.
Computer System And Computerized Method For Administering An Investment Fund
US Patent:
2017025, Sep 7, 2017
Filed:
Mar 13, 2017
Appl. No.:
15/457480
Inventors:
- Valley Forge PA, US
JOHN BUHL - WAYNE PA, US
EDWARD DELK - NEW YORK NY, US
KATHRYN HYATT - WAYNE PA, US
RANGA NARAYANAN - EXTON PA, US
SHAWN TRAVIS - WAYNE PA, US
DANIEL WALLICK - HAVERFORD PA, US
JOHN BUHL - WAYNE PA, US
EDWARD DELK - NEW YORK NY, US
KATHRYN HYATT - WAYNE PA, US
RANGA NARAYANAN - EXTON PA, US
SHAWN TRAVIS - WAYNE PA, US
DANIEL WALLICK - HAVERFORD PA, US
International Classification:
G06Q 40/06
G06Q 40/04
G06Q 40/00
G06Q 40/04
G06Q 40/00
Abstract:
A method of administering an investment fund using a computer. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Mutiple embodiments relate to methods for calculation and sourcing of each payment.
Method Of Administering An Investment Fund
US Patent:
2014008, Mar 27, 2014
Filed:
Sep 19, 2013
Appl. No.:
14/031815
Inventors:
- Valley Forge PA, US
John Buhl - Wayne PA, US
Edward Delk - New York NY, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
John Buhl - Wayne PA, US
Edward Delk - New York NY, US
Kathryn Hyatt - Wayne PA, US
Ranga Narayanan - Exton PA, US
Shawn Travis - Wayne PA, US
Daniel Wallick - Haverford PA, US
Assignee:
The Vanguard Group, Inc. - Valley Forge PA
International Classification:
G06Q 40/00
US Classification:
705 36 R
Abstract:
A method of administering an investment fund using a computer. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Mutiple embodiments relate to methods for calculation and sourcing of each payment.
Public records
Vehicle Records
Daniel Wallick
Address:
418 N Rose Ln, Haverford, PA 19041
VIN:
5FNYF18588B041643
Make:
HONDA
Model:
PILOT
Year:
2008
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