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 was recently called on for jury duty selection. Although not selected, she was happy to do her civic duty to help ensure the smooth operation of the judicial system. During May, she will take part in a charity event in LA in support of the American Society of Indian Plastic Surgeons. This was the group with which Dorothy did volunteer work during her recent trip to India.