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 recently volunteered at the San Francisco Food Bank. It was a great experience and she looks forward to volunteering there again. Also, Dorothy’s daughter, Dannika, is turning 21 in July. To celebrate, Dorothy will be taking Dannika to Las Vegas with some of Dannika’s best friends. In addition, there could be some consideration of doing a vacation overseas before Dannika heads back to school for her senior year.