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 feels that 2015 got off to a quick start as we’re near March already. With her daughter, Dannika, in her last semester of college, she has been pretty busy with a number of senior events and activities. Dorothy has enjoyed watching Dannika’s basketball games as LA is not that far away from San Francisco. Dorothy has also been able to spend some time with friends over the Lunar New Year holiday and celebrate the Year of the Sheep. The sheep is known to be a symbol of peace so Dorothy is looking forward to a harmonious and prosperous year!