Andrew Lalley, CFP ®
Wealth & Portfolio Specialist for The Washington Wealth Group at Steward Partners Global Advisory- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
CDL - Passenger and Airbreak Endorsements
CA DMV -
CPR, AED and Emergency Oxygen
American Safety & Health Institute -
First Aid
American Safety & Health Institute -
Lifeguard
YMCA
Experience
-
Steward Partners Global Advisory
-
United States
-
Financial Services
-
200 - 300 Employee
-
Wealth & Portfolio Specialist for The Washington Wealth Group
-
Aug 2016 - Present
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website www.stewardpartnersis.com/Disclosures.10.htm. Show less
-
-
-
Walter Johnson High School Crew
-
Bethesda, MD
-
Head Men's Coach
-
Aug 2015 - Present
Head Men's Coach at Walter Johnson Crew. Responsible for all aspects of management of the Men's program. Head Men's Coach at Walter Johnson Crew. Responsible for all aspects of management of the Men's program.
-
-
-
YMCA of South Hampton Roads
-
United States
-
Wellness and Fitness Services
-
300 - 400 Employee
-
Director of Program Development
-
May 2012 - Aug 2015
As a member of the Program Development team, I develop and implement special programs at the YMCA Camp Silver Beach in Jamesville, Virginia. Responsibilities include planning and running evening programs, supervising summer counselors and mentoring youth. Promoted to Director of Teen Adventure Camp and Leadership Development Programs in 2014. As a member of the Program Development team, I develop and implement special programs at the YMCA Camp Silver Beach in Jamesville, Virginia. Responsibilities include planning and running evening programs, supervising summer counselors and mentoring youth. Promoted to Director of Teen Adventure Camp and Leadership Development Programs in 2014.
-
-
-
ASUCD Unitrans
-
United States
-
Truck Transportation
-
1 - 100 Employee
-
Route Supervisor
-
Apr 2012 - Dec 2013
Maintained excellent transit service to the City of Davis as Dispatcher/Road Service. Troubleshot bus problems due to mechanical error. Implemented reroutes to avoid interruptions to service when problems occured.
-
-
Transit Driver
-
Feb 2011 - Dec 2013
Operated 40 ft Single Deck buses, Alexander Dennis Double Deck buses as well as authentic London Double Decks in fixed route transit system.
-
-
Education
-
2009 - 2013
University of California, Davis
Bachelor of Science (B.S.), Physics
Community
