Sheila Schroeder

Personal Finance, Investing, Lifestage Based Planning
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“Sheila Schroeder, Director of Client Development at Mosaic Financial Partners, is passionate about reaching financial independence, empowering women financially, and teaching financial literacy.”
Firm:

Mosaic Financial Partners

Job Title:

Director of Client Development

Biography:

As Director of Client Development at Mosaic, Sheila Schroeder focuses on bringing together the needs of her clients with the resources and expertise the Mosaic team has to offer. She has over 25 years of financial services experience, with an emphasis on forging engaged relationships by tailoring products and ideas to client needs.

As a senior institutional equity sales executive and team leader, Sheila's primary focus was on Asian/Japanese markets, in sectors including real estate, commodities, infrastructure, consumer and financials. She has served as lead salesperson on multiple IPO's and secondary offerings, including a number in excess of $1B. This experience helps her bring strong technical perspective on global markets and public equities. She has a deep understanding of how market trends and cycles impact investor portfolios.

Sheila is involved with several non-profits in fundraising and organizational roles, including serving as President of the Board of Trustees for the San Francisco Waldorf School. She co-founded Electing Women San Francisco to further national campaigns of female democratic US Senate and Gubernatorial candidates. Currently, she is serving on the Chautauqua Institution Promise campaign as a lead gifts volunteer.

In her free time, Sheila is an avid runner and has been running since her teenage years. She also enjoys trying out the weekend recipes in the WSJ, reading with her book club, Ravelry knitting and travel. Most of the time she also likes to hang out with her 15-year-old twins.

Education:

BA, Political Science, Indiana University Bloomington

Assets Under Management:

$550 million

Fee Structure:

Fee-Only

CRD Number:

1173790

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3 weeks ago
    Financial Planning, Personal Finance
August 2017
    Personal Finance, Women & Money

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