Susan Davis Schroeder, AFC®

Deputy Director at Neighbors, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
St Paul, Minnesota, United States, US

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5.0

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Matt Arends

I worked under Susan in two different capacities and her ability to lead, inspire, and create positive change is exceptional. She cares about the person and constantly works to make people better at what they do by investing in their passions. She leads by example and keeps a positive attitude no matter the circumstance. I witnessed her create new goals for Neighbors and watched as she moved quickly and efficiently to tick them off her list. The goals were ambitious and powerful in their impact and she met every single one of them. As a supervisor, Susan excelled at making me feel like an integral part of the team at all times. She was concise and to the point and was able to articulate KPIs and goals at a level I haven't seen in many managers. She knew what she wanted and that made implementing new processes so much easier. I am fortunate to have worked for Susan and learn from her. She is incredible at what she does and is a value to any team, organization, or individual looking to create or drive change within communities.

Andrew Larson

Susan is knowledgeable, patient and easy to talk to and work with. She has counseled me on my finances and I was very satisfied with the help I received from her and would strongly recommend her to others.

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Credentials

  • Accredited Financial Counselor®
    AFCPE® (Association for Financial Counseling and Planning Education®)
    Nov, 2013
    - Nov, 2024

Experience

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Deputy Director
      • Jun 2022 - Present

    • Director of Mission Fulfillment
      • Jul 2018 - Oct 2022

    • Independent Business Owner
      • Feb 2017 - Jun 2018

      Professional streamlined consulting with non-profits, government agencies, and businesses who want to integrate financial empowerment strategies with the work they do serving the public and their employees. Provided a range of services from One Day, Scan & Plans to extended review and planning contracts. Professional streamlined consulting with non-profits, government agencies, and businesses who want to integrate financial empowerment strategies with the work they do serving the public and their employees. Provided a range of services from One Day, Scan & Plans to extended review and planning contracts.

    • Government Administration
    • 700 & Above Employee
    • Financial Capability Program Developer
      • Jan 2007 - Jun 2018

      Developed and implemented effective financial capability programs and services, with a specific focus on closing the racial wealth divide. Strengthened partnerships to extend the impact of financial empowerment initiatives, promote asset building, access, and inclusion, educate, empower, and protect consumers.Coordinated and leveraged existing resources through collaboration and clarification of the singleness of purpose shared by financial stability champions. Developed and implemented effective financial capability programs and services, with a specific focus on closing the racial wealth divide. Strengthened partnerships to extend the impact of financial empowerment initiatives, promote asset building, access, and inclusion, educate, empower, and protect consumers.Coordinated and leveraged existing resources through collaboration and clarification of the singleness of purpose shared by financial stability champions.

    • United States
    • Individual and Family Services
    • 500 - 600 Employee
    • Personal Financial Counselor
      • 2014 - Aug 2017

      Worked with Service members and their families at pre and post deployment events. Provided one-to-one counseling, facilitate briefings designed to promote awareness and education on various personal finance topics.Performed outreach by engaging attendees with conversations about setting financial goals, guidance to appropriate resources, and discussions on all areas of personal finance. Worked with Service members and their families at pre and post deployment events. Provided one-to-one counseling, facilitate briefings designed to promote awareness and education on various personal finance topics.Performed outreach by engaging attendees with conversations about setting financial goals, guidance to appropriate resources, and discussions on all areas of personal finance.

Education

  • Concordia University-St. Paul
    Bachelor’s Degree, Non-Profit/Public/Organizational Management
    2004 - 2007

Community

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