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Tate Lanford began their work experience in 2013 as an Analyst at United Surgical Partners International, Inc. They completed a year-long rotational analyst internship with a focus on management, gaining exposure to various sectors and functional areas. In 2014, Lanford joined i3 Verticals as a Financial Analyst/Staff Accountant and later progressed to the roles of Senior Financial Analyst, M&A Associate, Director of M&A, and currently serves as the Director of Finance and M&A.

Tate Lanford attended the Ensworth School for an unspecified period. Following that, they pursued a Bachelor of Business Administration degree in Finance from the Southern Methodist University - Cox School of Business, which they completed in 2013. During their time at the university, they also completed a minor in Chinese Language and Literature. Prior to their enrollment at Southern Methodist University, they attended the University of Miami briefly in 2008, where they focused on American Government and Politics (United States).