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: As always, Dorothy felt that the holiday season went by very fast. 2016 was certainly a difficult year for Dorothy’s family with Dannika’s ongoing medical issue and the passing away of her beloved dog. Dorothy is very glad to be in such a wonderful work environment with all the support, love and friendship of her co-workers. She certainly looks forward to a brighter 2017.