Shane Tatum

Vice President, Retirement Director

Shane Tatum is a Vice President and Account Executive with over 16 years of experience in retirement services, specializing in cultivating institutional relationships in North Texas and Arkansas. Previously, Shane held roles at Fidelity Investments, where responsibilities included new business development and client retention for Institutional Retirement Plans. They began their career at Pepsi Bottling Group as an AOM Sales Rep, focusing on account management and customer service. Shane earned a BBA in Entrepreneurship and Strategic Management from the University of North Texas and enjoys attending sporting events with their wife and three children.

Location

Dallas, United States

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