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 holiday season came and went; the best time of the year always seems to go by very fast. During the holiday, Dorothy took a trip to Philadelphia to spend time with her best friend. She was able to spend Christmas with them and their family. She was hoping to see a White Christmas on the East Coast however, it was unusually warm (no chance for snow). Dorothy’s friends joked that she took the California weather with me on the flight. She is looking forward to a productive 2016.