Andy Wallace
AW

Andy Wallace

Linkedin Profile
Business Consultant at Magnus Atlantic | Cary, North Carolina, United States
View Andy Wallace's Email & Phone Number

About Andy Wallace

  • Andy Wallace is a seasoned Business Consultant at Magnus Atlantic, where he leverages his extensive expertise in strategic financial planning and asset management to drive growth for individuals and small businesses. With a career that began in financial advising, Andy's journey took an unexpected turn...
    Andy Wallace is a seasoned Business Consultant at Magnus Atlantic, where he leverages his extensive expertise in strategic financial planning and asset management to drive growth for individuals and small businesses. With a career that began in financial advising, Andy's journey took an unexpected turn following a serious auto accident in 2009. Rather than allowing this setback to define him, he pivoted to consulting, establishing a successful practice from his home. This transition allowed him to focus on his passion for helping others achieve their financial goals. At Magnus Atlantic, Andy plays a pivotal role in developing and implementing growth strategies that empower clients to enhance their sales and revenue streams. His hands-on approach to sales coaching has proven invaluable, as he works closely with clients to identify opportunities for improvement and create tailored solutions that align with their unique needs. Key projects under his leadership include comprehensive retirement income strategies and innovative note investing initiatives, which have significantly increased client satisfaction and financial security. Andy’s ability to communicate complex financial concepts in an accessible manner has made him a sought-after public speaker in the industry. His leadership skills and persuasive techniques not only inspire confidence in his clients but also foster a collaborative environment where ideas can flourish. By embodying the principle that success comes from helping others, Andy continues to make a meaningful impact in the financial consulting landscape, guiding clients toward achieving their aspirations while navigating the complexities of the financial world.
    See more
  • Andy Wallace Work

    • Business Consultant at Magnus Atlantic in January 2010 to Present
    • First Vice President, Investments at Wells Fargo Advisors/Wachovia Securities/First Union Securities in August 1997 to April 2009
  • Andy Wallace Education

    • Dartmouth College, BA, History, Economics, July 1973 to July 1977
  • Andy Wallace Skills

    • InvestmentsBusiness DevelopmentWealth Management
      Financial AdvisoryPortfolio ManagementInvestment AdvisoryStrategic Financial PlanningFinancial PlanningInvestment StrategiesAsset ManagementAsset AllocationAlternative InvestmentsFixed IncomeFinancial MarketsNeuro-Linguistic Programming (NLP)Retirement PlanningConsultingLeadershipInterpersonal SkillsMentoringRelationship BuildingPublic SpeakingTrainingCoachingCommunicationEasily AdaptableCreativity SkillsEmotional IntelligenceFinancial CoachingPersuasive PresentationsCollaborative LeadershipRetirementWealth Management ServicesRetirement Income StrategiesSales CoachingInterpersonal RelationshipsIncome Planning StrategiesNote InvestingGrowth StrategiesPersuasionPrioritize Workload

      See more
  • About Andy Wallace's Current Company

  • Frequently Asked Questions about Andy Wallace

    • What is Andy Wallace email address?
      Email Andy Wallace at a***c@gmail.com. This email is the most updated Andy Wallace's email found in 2025.
    • What is Andy Wallace phone number?
      Andy Wallace phone number is +1.9193869259.
    • How to contact Andy Wallace?
      To contact Andy Wallace send an email to a***c@gmail.com. If you want to call Andy Wallace try calling on +1.9193869259.
    • What company does Andy Wallace work for?
      Andy Wallace works for Magnus Atlantic
    • What is Andy Wallace's role at Magnus Atlantic?
      Andy Wallace is Business Consultant
    • What industry does Andy Wallace work in?
      Andy Wallace works in the Real Estate industry.

1.2M users from leading companies trust our data — the most accurate on the market.

Find anyone, anywherewith Refine AI today

Making remote or global hires? Connecting with key decision-makers? We can help.

Try now with Free Credits

Icon

40 emails / month

Icon

3 phone numbers / month

Icon

Work emails, personal emails, mobile numbers

Try for Free now

Icon

No credit card required

Image