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 celebrated the Lunar New Year of the Horse for a whole week with relatives. According to the Lunar calendar, it is the year 4712! She participated in lots of traditions including getting ready for the Flower Fair which features Peach Blossoms, going to the temple/shrine, and eating tons of food that was served with abundance. Lastly, Dorothy is looking forward to the whole California Yeske Buie office volunteering with Habitat for Humanity in San Francisco; we are aiming to make a difference in our community. Overall, Dorothy is looking forward to great and prosperous year ahead!