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 can see that another year is coming to an end, as she sees some Christmas decorations starting to appear around the Bay Area. She feels that in the past, the Christmas mood has started right after Thanksgiving but nowadays it can be seen just after Halloween. On Thanksgiving, Dannika will be back for the weekend and she will then begin her likely final year in college basketball. Dorothy has made a point to try to catch as many of her games as possible. The holiday season is the busiest and usually most joyful time of the year for Dorothy with plenty of family gatherings. Aside from Thanksgiving and Christmas, Dorothy also has many birthdays among friends and relatives she is looking forward to celebrating.