Dena Navarro

Dena is expanding her expertise in the financial industry through her work on case design initiatives for CSI Financial Group. In her role, she plays a key part in coordinating the initial setup process and carefully gathering, organizing, and interpreting data from clients’ financial documents as requested by their advisors.

With experience as a mortgage loan originator, Dena brings a strong background in customer service. Her prior work has equipped her to anticipate team needs, respond quickly to emerging priorities, and contribute to a consistently supportive and efficient work environment.