
|
Natalie Nelson, MBA,
CDFA™, CFP®
Education & Licenses
Masters of Business Administration, concentration in Finance
and Marketing, Drexel
University,
Philadelphia,
PA, accredited by the AACSB
Bachelor of Science in Accounting, with honors, Rowan
University, Glassboro, NJ, accredited by the AACSB
Certified Divorce Financial Analyst™
CERTIFIED FINANCIAL PLANNER™ practitioner
Securities Licenses 6, 65
Colorado Life, Health & Accident Insurance Licenses
Professional Background
Regional Director-Institute
for Divorce Financial Analysts, 2002 to present
Financial Divorce Consultant/Mediator, 2000 to present
Financial/Operational Manager for Francesca Apts, LLC, 1999 to
2001
Director of Finance and Operations,
Boulder
Weekly Newspaper, 1996-98
Financial Consultant, 1991-97
Financial and Planning Analyst, Children’s Seashore
Hospital,
Philadelphia,
PA
1986-90
Reimbursement Manager, Kennedy Memorial Hospitals, New Jersey,
1985-86
Manager of Accounting, Boley International, New Jersey, 1985
Certification and Professional Education
Divorce and Child Custody Mediation, CDR, Boulder, CO, April
2002
Advance Training in Collaborative Divorce, Denver, CO, April
2002
Basics of Collaborative Divorce, Scottsdale, AZ, January 2001
Professional Organizations
Member of the Institute for Certified Divorce Financial
Analysts (Regional Director)
Professional Member of the ColoradoCouncil of Mediators
Associate Member of the Colorado
Bar Association
Member - Colorado Divorce Financial Analyst - coloradodivorce.org
Presenter
Colorado
Women’s Expo-Basics
of Family Budgeting, Colorado Convention Center, Denver, CO,
April 2009
Colorado Women’s Expo-Building
Wealth, Colorado Convention Center, Denver, CO, April 2009
The CPA’s Role in
Divorce-Boulder/Longmont Chapter of the Colorado Society
of CPAs, Boulder, CO, August 2008
Financial Concepts in
Divorce-Colorado Financial Planning Association, Denver,
CO, March 2008
Working as the
Financial Neutral-National Conference for the Institute
for Divorce Financial Analysts,
Las Vegas,
NV
, June 2007 (October 2005)
The Investment
Advisor’s Role in Divorce, AIG SunAmerica National
Education Conference, Phoenix,
AZ, May 2007
Advanced ADR Techniques-National
Conference for the Institute for Divorce Financial Analysts, Las Vegas, NV, June 2005
Financial
Considerations in Divorce Mediation-Regional Conference
for the Institute for Divorce Financial Analysts, Tampa, FL,
June 2005 (June 2004, February 2004)
Integrating Financial Concepts into Divorce Mediation, Colorado Council of Mediators, Fall Conference, September 2003
Contributed to and/or quoted in:
Wall
Street Journal, Divorce: Counting Money Gets Tougher,
Rachel Silverman,
May 5, 2007
The Chronicle Herald,
Halifax
,
Nova Scotia
, Dealing in Divorce, Suzanne Robicheau,
February 12, 2006
Wall Street Journal, One
Tough Day for Two-Timers, Nancy Keates,
February 10, 2006
Kiplinger’s Personal Finance, A Civil Divorce,
Mark Solheim, July 2005
Los Angeles Times,
After Cupid’s Day Has Run Its Course, so Have Many
Marriages, Kathy
Kristof,
May 13, 2005
Robb Report Worth, A
Resolution Revolution, Michelle Seaton, April 2005
Bloomberg Wealth
Manager, Separation Anxiety, Kieran Beer, February
2005
Denver Post, A New
Streamlined Style of Divorce With The Numbers Crunched,
Sheba
Wheeler, March 2004
Denver Post, Planners
Ease Sting of Divorce, Quynh Nguyen, 5/03
The Boulder County
Business Report, Financial Divorce Planning Looks At
Reality of Situation, Natalie Nelson, May 2003
Boulder
Daily Camera, Certified
Divorce Planners Help Couples Split Their Assets,
Kathleen Jones, March 2003
Woman’s Magazine,
Financial Divorce Planning, Natalie Nelson, March 2003
Wall Street Journal,
New Breed of Specialist Helps Couples to Unwind Marriages,
Rachel Silverman, February 2003
mPower.Cafe, Splitsville:
Protect Your IRA Share In a Divorce, Clifton Linton,
December 2002
ABCNews.com, For
Better or Worse, Catherine Valenti, April 2002
Television-
CBS 4 News,
Denver
,
Colorado
, Recession Can
Make a Bad Family Situation Worse, Alan Gionet,
May 18, 2009
CNBC, CNNFinancial,
Bloomberg Financial Network, KUSA 9
Denver
Radio- KNRC 1150AM, KOA 610AM, KFKA 1310AM, AARP Prime
Time Radio
|