Meet Our Team

Sheila Schroeder is the Director of Client Development at Mosaic Financial Partners, a wealth management firm in the San Francisco Bay Area.

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

As Director of Client Development, Sheila brings together the needs of clients with the resources and expertise of the Mosaic team. Sheila joined Mosaic 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

POSTS BY Sheila

IN THE NEWS

Investopedia /  September 14, 2018

4 Ways to Save Your Retirement from Lifestyle Creep

Lifestyle creep can have a real impact on meeting our personal financial goals. Forget about keeping up with the Joneses; this is your life, on your terms. You have the power.

This article was originally published on the Mosaic blog

 

Investopedia /  November 30, 2017

Planning Financially for Life's Major Moments

Milestone moments matter to Sheila Schroeder. Sheila wrote this article because she wants you to be present for every one that pops up in your life, without having to incur sudden debt that dings a credit card or eats into an emergency fund.

This article has been syndicated to Nasdaq and MSN; it originally published on the Mosaic blog

 

The Chautauquan Daily / July 23, 2017

Sheila Schroeder Will Teach Audience How to Craft Financial Policies

Our spitfire Director of Client Development is currently in New York, and she's about to lead a workshop on developing personal financial policies. Implementing such policies leads to greater financial satisfaction and less stress, and learning how to do so from Sheila is a joy and a pleasure. 

“Having a personal policy is the crux of it because it helps to create more of whatever you value in life,” Schroeder said. “A financial planning policy is a tool for making decisions in the face of uncertainty. … We’re living in a rapidly changing world.”

 

Investopedia / October 10, 2016

Start Your Financial Plan by Talking About Money

Sheila's drive to further the money conversation by starting it with trusted friends moves ever forward: in this syndication to Investopedia, Sheila notes that discussing techniques helps with developing and honing ways to approach personal finance, not only from a practical standpoint, but also from a more emotional, behavioral angle. 

Syndicated to Nasdaq.

 

LinkedIn Pulse / September 6, 2016
Why We Need to Talk About Money, and How to Get Started
Our Director of Client Development, Sheila Schroeder, wants you to have more comfortable and receptive money-related discussions, as evidenced by her candor in this thought piece originally featured in the Mosaic newsletter. The biggest step is to broach the subject with someone you trust in an open, receptive manner. Sheila notes that if you share tactics without dwelling on numbers, your relationships will be all the stronger for it. 

 

The Chautauquan Daily / August 1, 2016

Sheila Schroeder Wants You To Be More Comfortable Talking About Money

Sheila gave a speech to a packed house on how to have more comfortable and receptive money-related discussions; the Chautauquan Daily published this companion interview to add context and continue the conversation. "Being financially independent is... about being in a position financially to make choices in life for yourself and the people who depend on you, so you can do what you want." 

 

Biography

Director of Investor Relations
Mountain Lake Investment Management LLC
January 2014 – November 2014 

Division Director, Asian Equity Sales
Macquarie Group
2004 – 2013 

Managing Director, Asia Equity Sales
ING
1997 – 2004

SVP, Asia Equity Sales
Lehman Brothers
1994 – 1997 

Vice President, Japanese Equity Sales
HSBC Global Banking and Markets
1991 – 1993

Vice President, Japanese Equity Sales
BZW (Barclays de Zoete Wedd)
1989 – 1991

Japanese Equity Sales
Burns Fry Hoare Govett Inc
1987 – 1989

Employee Benefits Representative/Account Manager
Aetna
1983 – 1987