Shad Robertson Email & Phone Number
Agency Vice President @ MassMutual Dallas-Fort Worth
5 free lookup(s).
Shad Robertson Location
- Dallas, TX, US
Shad Robertson Work
- 2003 - now Agency Vice President @
- 2003 - now Agency Vice-President @
- 2003 - now Vice President @
- 1998 - 2003 General Agent @ Penn Mutual
- 1994 - 1998 Sales Manager @ Mutual of New York
- 1993 - 1994 Agent @
Shad Robertson Education
- IBCFP
Certified Financial Planner Designation (CFP)
2000 - 2000 - American College
Chartered Life Underwriter (Insurance)
1998 - 2000 - Texas Tech University
Bachelor of Business Administration (B.B.A.) (Finance, General)
1989 - 1993
Shad Robertson Skills
- Securities
- Insurance
- Investments
- Investment Advisory
- Sales
- Recruiting
- Financial Planners
- Fixed Annuities
- Life Insurance
- Retirement Planning
- Disability Insurance
- Long-term Care
- Employee Benefits
- Risk Management
- Small Business
- Series 63
- Retirement
- 401k
- Series 6
- Series 7
- Strategic Planning
- Leadership
- Term Life Insurance
- Financial Services
- Finance
- Strategy
- Business Development
- PowerPoint
- Sales Management
- Long Term Care
Shad Robertson Summary
- Shad Robertson, based in Dallas, TX, US, is currently a Agency Vice President at MassMutual Dallas-Fort Worth. Shad Robertson brings experience from previous roles at MassMutual Dallas-Fort Worth, Penn Mutual and Mutual of New York. Shad Robertson holds a 2000 - 2000 Certified Financial Planner Designation in CFP @ IBCFP. With a robust skill set that includes Securities, Insurance, Investments, Investment Advisory, Sales and more. Shad Robertson has 2 emails and 2 mobile phone numbers on RocketReach.
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