Director of Operations and Client Services
In addition to running our firm’s overall operations, Nataliya leads our client service team and serves as a main contact for many of our clients, ensuring that questions are answered and service needs are quickly and efficiently processed. Nataliya is extremely detail oriented, and she has grown into the position of managing the day-to-day operations at Worldview.
Before Worldview, Nataliya worked as a Customer Service Manager at US Bank in Portland, Oregon. Nataliya graduated from the University of Oregon with a Business degree and minor in Economics. She was also awarded the Claritas® Investment Certificate by the CFA Institute. Nataliya emigrated with her family from Russia as a young child, which helps her to appreciate the unique cultural and financial situations that many of our clients experience. She is based in our Portland office.