Chad Danowsky
AutoEducate by Adaptive 3(38) Services Employee Education
- Role
- Regional Market Manager at Adaptive Investments
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Chad Danowsky
I support Financial Advisors and Business Owners managing their fiduciary risk for 401(k) retirement plans.Adaptive 3(38) offers multiple unique investment lineups that cater to today\'s dynamic market conditions.Through our partnership with Adaptive Investments, we can offer our SMART Portfolio Models.Through Adaptive 3(38) your clients are eligible for Auto-Educate an exclusive Employee Education resource. This is a turnkey solution that meets Employer education fiduciary requirements for their employees. This system will save both time and resources for both advisors and their clients.ThePARTNERS Insurance ServicesSupporting our RIA, ThePARTNERS Wealth Management we offer full service insurance benefits through our IMO affiliations and independent insurance groups. Focusing on group benefits to our current portfolio of 401k companies across the United States.
Experience
Regional Market Manager
Feb 2020 — Present
Supporting marketing efforts with Cavalier Funds and SMART Portfolios. This partnership includes strategic manager options American Funds, First Trust, iShares and SPDRs.In addition, I will be supporting marketing of these funds with 401k and retirement plan platforms.
Education
University of Southern California
BS, Finance and Business Economics
1991 — 1995
Skills
- Mutual Funds
- Investments
- Retirement
- Finance
- Financial Services
- Retirement Planning
- Finra
- Financial Advisory
- Real Estate
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