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.
• 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.
• 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.
• 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 •.