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Sheila Schroeder

Personal Finance, Investing, Lifestage Based Planning
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“Sheila Schroeder, Business Development Officer at Private Ocean, is passionate about reaching financial independence, empowering women financially, and teaching financial literacy.”
Firm:

Private Ocean Wealth Management

Job Title:

Business Development Officer

Biography:

Sheila Schroeder believes that financial empowerment equals freedom.  Her mission is focused on helping clients reach  financial independence, empowering women financially, and teaching financial literacy.

Sheila brings together the needs of clients with the resources and expertise of the Private Ocean team. Sheila joined the firm in 2015 with over 25 years of financial services experience, and believes that engaged relationships are forged through working together to create strategies and options so that clients can meet their personal and financial goals.

During her time as a senior institutional equity sales executive and team leader, Sheila’s primary focus was on the Asian and Japanese markets, in sectors including real estate, commodities, infrastructure, consumer and financials. She served as lead salesperson on countless IPOs and secondary offerings, including multiple in excess of $1B. This experience gives Sheila perspective on global markets and public equities and a deep understanding of how market trends and cycles impact investor portfolios.

In her personal time, Sheila is involved with several non-profits, in fundraising and organizational roles, including serving as board member (2009-2018, Finance, Investment, Advancement Committees) and President of the Board of Trustees for the San Francisco Waldorf School (2014-2017), the Chautauqua Foundation Board (Investment and Audit Committees), and the Bay Area Leadership Council for the Center for Reproductive Rights. Sheila co-founded Electing Women San Francisco to further national campaigns of female Democratic US Senate and Gubernatorial candidates.

Sheila regularly leads financial literacy workshops, speaks frequently on financial empowerment and financial planning issues, and coaches individuals on navigating their financial life.  In her free time, Sheila enjoys running, trying out the weekend recipes in the WSJ, Ravelry knitting, reading with her amazing book club, and travel.  Most of the time she also likes to hang out with her 16-year-old twins.

Specialties

  • Financial Empowerment
  • Financial Literacy
  • Non-profit Organizations
  • Asian Markets
Education:

BA, Political Science, Indiana University Bloomington

Assets Under Management:

$550 million

Fee Structure:

Fee-Only

CRD Number:

1173790

Disclaimer:
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September 2018
    Personal Finance, Retirement
November 2017
    Financial Planning, Personal Finance
August 2017
    Personal Finance, Women & Money

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