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 in Yeske Buie, Dorothy is passionate about her role and seeks to consistently deliver excellent customer service. Being a point of contact for clients on a day-to-day basis, Dorothy provides support in multiple facets of client engagement including managing paperwork workflows, assisting clients with inquiries, and communicating with clients and the team to address account-related issues.

Current Update: Dorothy is looking forward to her trip to the Philippines in February. In addition to doing charity work on her trip, she is excited to see her relatives and friends. This will be the first trip to the Philippines since the Covid pandemic started three years ago.