Nataliya is a Senior Associate in the San Francisco office, where she serves as an operations and systems specialist.
Prior to joining Cerity Partners, Nataliya was Director of Operations and Client Services at Worldview Wealth Advisors. She was responsible for continuously managing daily operations, strategizing new processes and systems initiatives, and leveraging technology effectively. Her efforts enabled the firm to provide personalized cross-border financial planning and investment management to its clients.
Nataliya earned her Bachelor of Science degree in Business Administration from the University of Oregon.
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