Shad Robertson's Location

Dallas, TX, US

Shad Robertson's Work

Shad Robertson's Education

  • IBCFP

    Certified Financial Planner Designation (CFP)

    2000 - 2000
  • IBCFP

    Chartered Life Underwriter (Insurance)

    1998 - 2000
  • Texas Tech University

    Bachelor of Business Administration (B.B.A.) (Finance, General)

    1989 - 1993

Shad Robertson's Skills

  • Strategic Planning
  • Life Insurance
  • Strategy
  • Disability Insurance
  • Small Business
  • Employee Benefits
  • Retirement Planning
  • Retirement
  • Securities
  • Investments

Shad Robertson's Summary

Shad Robertson, based in Dallas, TX, US, is currently a Agency Vice President at MassMutual Dallas-Fort Worth, bringing 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 Strategic Planning, Life Insurance, Strategy, Disability Insurance, Small Business and more, Shad Robertson contributes valuable insights to the industry. Shad Robertson has 2 emails on RocketReach.

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