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Natalie C. Roberge, CFA, CDFA.
Natalie is a holder of the Certified Divorce Financial AnalystTM
(CDFA) credential as well as the prestigious Chartered Financial Analyst®
(CFA) designation. Natalie is also enrolled in the Certified Fraud Examiner (CFE) program. She recently passed
the CFE Exam and she's expecting to be certifed as a CFE in 2010. Natalie brings years of experience working in the
financial markets. She started her career as a Currency Trader, then went on to become a Derivatives
Specialist in the Equity, Currency and Fixed Income Markets, covering Financial Institutions and Institutional Investors.
She also worked briefly in Private Wealth Management before taking a break from her career to spend time with her family.
Having gone through a divorce herself in 2004, Natalie became interested in helping others go through one of life's
most stressful events. While Natalie had a solid financial background, she still ended up making mistakes with the financial
related issues of her divorce. She realized there was an opportunity: she could combine her financial skills with the
desire to help others get through the divorce process. She went on to complete the Certified Divorce Financial Analyst
Program and founded her company, Divorce Financial, LLC. Natalie has
a particular interest in cases involving children with special needs. Having a child with special needs herself, helping
our most vulnerable citizens is a cause close to Natalie's heart.
Education : Bachelor's of Science in Business Administration/Finance,
with honors. Professional Designations : Chartered
Financial Analyst® (CFA), Certified Divorce Financial AnalystTM
(CDFA). Professional Development : Advanced
Option Strategies, Advanced Technical Analysis, Global Concepts in Financial Derivatives, Canadian Securities & Futures
& Partners and Directors Courses, IDFA Advanced Topics, H&R Block Income Tax Course. Professional Experience : Currency Trader, TD Bank, Senior FX Financial Engineer, RBC Securities, Assistant V-P and V-P & Officer, Citibank Canada & Citibank Securities, V-P & Officer, Levesque Beaubien (now National Bank Financial). Professional Associations : Institute of Divorce Financial Analysts, CFA Institute, Boston Security Analysts Society, Massachusetts Continuing Legal Education, Association of Certified Fraud Examiners. Volunteer Associations
: Outreach Volunteer and Spokeperson for the Juvenile Diabetes Research Foundation, New England Chapter. Various
positions with the Parent/Teacher Organization in the Sudbury Public Schools. National Public Radio. Family : Natalie lives with her children in Sudbury, Massachusetts. |
