Andrew Casteel, Cfp® Email & Phone Number

Tysons Corner, Virginia

• WS Wealth Management is a boutique wealth management firm based in Northern Virginia. The firm's mission is to be a trusted financial partner to our clients, providing comprehensive financial solutions to meet our client's investment objectives. Our clients reside throughout the United States and include business owners, entrepreneurs, corporate executives, doctors, and other accomplished professionals and their families. • As a fee-only financial advisor, we do not receive commissions for particular products and are able to offer unbiased objective advice for our clients.

Tysons Corner, Virginia

Potomac Falls, Virginia

• Developed trade execution strategies designed to minimize the market impact (slippage) for all futures markets traded at PJM Capital, a systematic trend-following CTA with $379 MM in AUM (at peak)• Traded 68 global futures markets covering equity indices, fixed income, commodities (energies, grains, metals, softs), and currencies in North America, Europe, Australia and Asia • Expanded the in-house trade execution to full 24-hour coverage. This included time as the original staff member responsible for trading coverage during Asian and European market hours• Created and implemented procedures and controls for the trading desk • Prepared client reports, marketing materials and due diligence documents to support the firm’s investor relations and marketing efforts

Stamford, Connecticut

Fixed Income, Currency, and Commodities Division Sales and Trading Summer Intern• Assisted proprietary credit desk in identifying trading opportunities in the fixed income markets • Presented trading strategy for Brazilian inflation utilizing the DI futures contract, resulting in a trade by emerging markets team • Gained exposure to fixed income and credit products including corporate and sovereign credit default swaps, investment grade debt, high yield debt, and DI Futures contracts• Led a team of three to first place finish among all summer associate and analyst interns in the internal trading competition

New York, New York

• Managed and hedged the international and domestic Exchange Traded Fund (ETF) portfolio for the specialist post on the New York Stock Exchange (NYSE)• Developed spreadsheets to analyze real time position risk and exposure by region globally and by industry domestically • Partnered with Specialists and programmers to develop a trading platform to transition to electronic trading from open outcry• Communicated market analysis and firm trading strategies with Specialists on a daily basis• Traded international and domestic equity, bond, and commodity ETF's on the floor of the American Stock Exchange (AMEX)

Mclean, Virginia

• Provided economic analysis products for an array of clients in the intelligence community. Deliverables included business cases, an analysis of alternatives, a cost estimating tool, and ongoing financial management support• Developed a business case to assist the CIO of the Defense Intelligence Agency in evaluating the viable alternatives for managing the General Defense Intelligence Program (GDIP) Information Technology funding as an enterprise• Built a dynamic cost tool for a client using Excel to calculate the potential cost savings attained through strategic placement of reservists• TS/SCI Security Clearance

Mba

Activities and Societies: Darden Capital Management, Energy Club, Real Estate Club• Full-time Business School Student • One of twelve.

Certificate In Financial Planning

Summer School Programme

Bba, Finance

Activities and Societies: Student Government, Sigma Pi, Order of Omega Honor Fraternity• Chairman Of William and Mary Student Senate •.