Sheila Portela

Manager, AS Fraud Investigations, Financial Crimes Risk Management, Charles Schwab & Co., Inc.

Sheila Portela is a Senior Manager with Schwab’s Financial Crimes Risk Management organization. She has 19+ years of Financial Industry experience, currently focusing on prevention and remediation of Senior and Vulnerable Investor (SVI) financial exploitation. Since joining Charles Schwab in 2007, Sheila has held roles within client advocacy and risk management. In her prior position, she responded to escalations on behalf of Schwab executives, inquiries from the FINRA Senior Helpline and end-client complaints. Drawing on her passion for helping senior and vulnerable investors, she was pivotal in launching Schwab’s SVI initiative in 2017. She continues to provide in-house expertise and client assistance on matters involving scams, elder financial exploitation, and diminished capacity. Sheila has her Series 7, 63 and 9/10 Licenses.