Rashida Winfrey

President, Mosaic Advisors

Atlanta

Rashida Winfrey has over 17 years experience providing financial management, sales and business strategy for Fortune 500 companies such as Bank of America, Wells Fargo, Lockheed Martin and PNC Financial Services. Her clients have included NBA all-stars, NFL Pro-bowlers, music label executives, singers, songwriters, law firm partners, Baseball Hall of famers, entrepreneurs and Fortune 100 CEOs.

As President of Mosaic Advisors, she manages financials, reporting and planning associated with revenue streams for small businesses, with special focus on music, film and television. In addition to consulting on operations and overall strategy she successfully supports client partnerships with agents, film/television studios, record labels and multi-national consumer brands. Working partnerships include Creative Artists Agency, Untied Talent Agency, NBC Universal TV, Universal Film, Sony Screen Gems, Bravo and the major music labels. Mosaic also leads the personal planning process for owners of closely held businesses.

Prior to Mosaic Advisors, Rashida served as Vice President of Affluent Strategy for PNC Financial Services. In this role she had oversight of marketing, sales and enterprise strategy initiatives impacting approximately 3 million affluent clients across PNC’s national footprint. Rashida holds a BS in Finance from The University of Georgia and an MBA in Finance from Clark Atlanta University.

As an Atlanta native she is extremely involved in the Atlanta community. Rashida has committed herself to serving non-profits such as Grady Hospital, National Black Arts Festival, Girl Scouts Second Century Circle and Cool Girls. She has been responsible for directing more than $200,000 to these organizations since 2012. She currently serves on the boards of Cool Girls Inc, Atlanta Center for Puppetry Arts and is a National Council Member for American Israel Public Affairs Committee. She is also a graduate of the Leadership Atlanta Class of 2014.

She continues to be extremely passionate about exposing young adults to economic literacy topics. In her spare time she has developed financial education programs at the Andrew and Walter Young Family YMCA, Bishop Dale C. Bronner’s Word of Faith Cathedral, City of Atlanta District 11 and Atlanta Metropolitan College. She holds an annual luncheon, Financial House Party, that brings in experts to counsel and educate women on financial concerns. Her work in this capacity has been featured in numerous publications and on several FOX Good Day Atlanta segments. Rashida is trailblazer within the financial services industry and the first of many. She reached the level of the most senior African American female within the her group before leaving corporate to further position Mosaic Advisors. From 2011-2013 she served as the only African American female on AIPAC’s National Council helping them to deepen connections with members of the Congressional Black Caucus and understanding growing concerns toward Israel by people of color. Her experience around this was featured on C-Span. Through Mosaic, she serves as one of the only African American CFO’s of an uber successful Hollywood film and television production company.