| Biography |
I hold a (i) CDFA (certified divorce financial analyst) certification; (ii) a CRPC ® (Chartered Retirement Planning Counselor) certification; (iii) Divorce Mediator; (iv) Collaborative Divorce Financial Neutral; (v) both Series 7 & 63 Securities licenses; (vi) NY State Licensed Real Estate Broker; (vii) NY State Licensed Insurance agent.
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| Education/Experience |
I earned two graduate degrees, a MBA from Harvard Business School and a MS (Real Estate) from Columbia University, and a BA from Vassar College. My work includes divorce financial planning, divorce mediation and wealth management / financial planning. I have 30 years of financial and negotiating experience analyzing / solving problems, identifying potential solutions and working with parties to reach an agreement.
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Financial