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 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.
Recently, Dorothy has been offering her time on the weekends to help friends with babysitting. She also started hiking from her house to the BART (subway) station to get to work at least 3 times a week as a way to get additional exercise. 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: The year continues to go by very fast and Dorothy cannot believe it is fall already and the winter and the holiday season are just around the corner. We continue to make overall progress at work. Dorothy’s daughter, Dannika, recently graduated from college and has a job in the field of athletic training. She enjoys the job so far and sees it as a stepping stone to physical therapy. Dorothy is planning to do a trip with the family somewhere closer to home as there are so many beautiful places in California.