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Client and Corporate Services
Nataliya is a Principal 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.
How would you describe your best day doing what you do?
Being asked to research a "difficult to solve" issue and finding a solution for it. This does not happen in one day, but this kind of progress is very exciting. Teaching others how something works or how to do something makes me feel a sense of accomplishment.
Why is your specialty important, especially today?
I focus on improving our operational processes by utilizing technology, defining procedures, and finding new ways to find solutions to complex problems. Having a focus on improvement is important and allows our company to keep getting better at what we do and continue to grow.
What differentiates Cerity Partners from other firms in our space?
We sincerely care about our clients, growing in our careers, doing what is right, and continually striving to improve. We have a diverse group of professionals offering a wide variety of services for our clients under one roof.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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