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Natalie C. Roberge, CDFA, CFA, CFE
Natalie is a holder of the Certified Divorce Financial AnalystTM
(CDFA) credential as well as the prestigious Chartered Financial Analyst®
(CFA) designation. Recently, Natalie became a Certified Fraud Examiner (CFE), an angle she thinks fits well with divorce
cases, especially with high net worth cases or cases involving privately held businesses and the self-employed. Natalie
brings years of experience working in the financial markets, combined with an Honors Bachelor's degree in Finance. 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 in 2007 and
founded her company, Divorce Financial, LLC in January of 2008. 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), Certified Fraud Examiner (CFE). 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. |
