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Deborah Beth

Deborah Beth

Service Manager

As the Service Manager for CWP Private Wealth Management, Deborah is responsible for a wide variety of advisor and client support needs. Deborah is a communication liaison between the client and various custodians. She is experienced with multiple data support providers and systems. Deborah enjoys and is dedicated to providing the best client experience possible. Additionally, Deborah has 28 years of experience in the banking industry. She has experience in a multitude of bank responsibilities ranging from establishing new account relationships to lending.

In her spare time, she enjoys entertaining and spending time with her family, husband, and two sons. She participates annually as a volunteer for special needs holiday parties, an event that is very near and dear to her heart.

Education and Professional Licenses
  • Associate Degree - University of Wisconsin – Washington County