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.

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

I am passionate about reaching financial independence, empowering women financially, and teaching financial literacy.

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

I am 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. I co-founded Electing Women San Francisco to further national campaigns of female democratic US Senate and Gubernatorial candidates. Currently I am serving on the Chautauqua Institution Promise campaign as a lead gifts volunteer.

In my free time, I am an avid runner and have been running since my teenage years. I also enjoy trying out the weekend recipes in the WSJ, Ravelry knitting, reading with my book club, and travel. Most of the time I also like to hang out with my 15-year-old twins.

SPECIALTIES

  • Women
  • Financial Literacy
  • Non-profits
  • Asian Markets

IN THE NEWS

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