DOROTHY NAVALES

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: Dorothy approaches her work with Clients by viewing herself as a guide on their path to financial security. She focuses on learning more about a Client and walking them through every step of their journey.

Current Update: Dorothy was hoping that we would be back in the office by the summer but unfortunately, the safer work-from-home environment looks like it will go on for some time. Nevertheless, Dorothy has been busy supporting the Financial Planning Team and our Clients with the mid-July tax deadline. Thanks to the support from Yeske Buie, she has been able to maintain a high level of productivity working from home. Outside of work, Dorothy recently celebrated her daughter, Dannika’s, birthday. Normally, she would take Dannika out to dinner but with COVID-19, she made Dannika her favorite crab dish and a birthday cake. An unusual birthday to say the least but it was great and memorable.