2009 to 2012 Mediator and Collaborative Practice Financial NeutralLASSUS WHERLEY & ASSOCIATES New Providence, NJ 2006 to 2006 Financial Advisor, Certified Financial PlannerTHE ISLAND FINANCIAL GROUP Woodbury, NY 2001 to 2004 Financial PlannerA.G. EDWARDS & SONS, INC. Port Jefferson, NY 1997 to 2001 Financial ConsultantMERRILL LYNCH, PIERCE, FENNER & SMITH Melville, NY Financial Consultant/Certified Financial ManagerMcLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. Jericho, NY Bond Specialist
Education:
THE CENTER FOR FAMILY & DIVORCE MEDIATION New York, NY 2009 60 Hours Supervised Mediation PracticumINSTITUTE FOR DIVORCE FINANCIAL ANALYSTS Southfield, MI 2009 Certified Divorce Financial Analyst - professional designationTHE CENTER FOR MEDIATION IN LAW New York, NY 2007 Mediation Interdisciplinary Intensive TrainingTHE AMERICAN COLLEGE Bryn Mawr, PA 2005 to 2006 Chartered Financial Consultant, Chartered Life Underwriter - professional designationsNEW YORK UNIVERSITY - The Center for Finance, Law and Taxation New York, NY 2004 Financial Planning preparation for CFP Board of Standards ExamC.W. POST, LONG ISLAND UNIVERSITY Greenvale, NY 2000 to 2003 Certified Financial Planner ProgramMERRILL LYNCH - THE SCHOOL OF ADVANCED FINANCIAL MANAGEMENT Princeton, NJ 1996 Financial Consultants Professional Development ProgramREGIS UNIVERSITY Denver, CO 2007 courses in MBA Degree in Finance and AccountingANTHONY ROBBINS RESEARCH INSTITUTE Melville, NY Human Relations - The Power to InfluenceTHE DALE CARNEGIE INSTITUTE Jericho, NY "Public Speaking and Presentation Skills," "Effective Public Speaking and Human Relations"DREXEL UNIVERSITY Philadelphia, PA Bachelor of Science
Skills:
PC software: Office - Word; Excel; PowerPoint; Outlook; Access. MAC software: Pages; Numbers. Financial Planning and Mediation software: Family Law Software; NaviPlan, Morningstar Principia Pro; MoneyGuide Pro.
Name / Title
Company / Classification
Phones & Addresses
Jeannette Palma Principal
Firm Foundation Financial Solutions LLC Investment Advisory Service