Client Services Associate
Shelby joined Mosaic’s Client Services department having previously worked in administration at a private equity firm in San Francisco; prior to that she worked in client services at another financial planning firm in the East Bay. Shelby graduated summa cum laude from California State University, East Bay where she received her Bachelor of Science in Industrial/Organizational Psychology. Shelby earned the Registered Paraplanner® distinction in November, 2016.
In her spare time, Shelby enjoys reading and spending time with family, friends, and her four Great Danes.
June 2016 – Present
July 2014 – November 2015