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Chad Wolfe
I exist to equip and empower people to take charge of their financial future.
Chad Wolfe is an experienced financial professional who currently serves as the Manager of Member Engagement at My Secure Advantage (MSA).2 In this role, he works to help people reduce their financial stress and achieve their financial goals.2
My Secure Advantage is a multi-dimensional financial coaching and educational platform designed to serve different learning styles and improve people's financial well-being.1 As part of MSA, Chad likely plays a key role in engaging with members and helping them navigate their financial challenges.
Chad's professional background includes:
- Experience in financial coaching and counseling
- A demonstrated history of working directly with people on their financial issues
- Expertise in reducing financial stress and helping individuals achieve their financial objectives2
Prior to his current position, Chad has held various roles in different organizations, including:
- Certified Scrum Product Owner
- Regional Credit Manager
- Asset Pricing Manager
- Senior Credit Analyst specializing in Agriculture3
These previous positions suggest that Chad has a diverse background in finance, credit management, and product development, which likely contributes to his effectiveness in his current role at My Secure Advantage.
As Manager of Member Engagement, Chad is probably involved in implementing MSA's coaching methodology, which is rooted in behavior change and helps members develop new financial habits while improving their relationship with money.1 His role likely involves overseeing the connection between MSA's Money Coaches and members, ensuring that personalized and achievable financial plans are created for each individual.