Client Service Administrator
Dorothy Navales did her undergraduate studies in the University of the Philippines College of Business Administration. Dorothy has over 15 years of experience in the financial services industry. Prior to joining Yeske Buie, Dorothy worked for Citigroup’s Institutional Investor Group, Shuman & Schneider, Wells Fargo Foreign Exchange Trading & Sales, and Union Bank of California’s Capital Markets division.
In her spare time, Dorothy enjoys watching her daughter’s basketball games, community volunteer service, charity work, traveling, dancing, dining and spending time with friends and family.
Client Focus: As a Client Service Administrator, Dorothy interacts directly with the firm’s clients. Responsibilities include operational and administrative support to enhance the client experience and support the work of the Financial Planning Team in serving clients.
Current Update: Dorothy is reflecting on how another year has gone by and how time seems to be going faster every year. The holiday season is always a busy time of the year and it was surely the case the last month. It is also Dorothy’s favorite time of the year as she gets to spend time with family and friends. This year, Dorothy and her family had a very nice Christmas tree (perfect size Noble Fir for our unit). Dorothy is looking forward to another prosperous 2015 for the YeBu team.