Beth McCrink

Thanks for perusing! My name is Beth McCrink and my time is spent managing client relationships within the Advisory Sector of Banking and Money Management. Special areas of expertise focus on UMA design plus Advisory platform builds using both Six Sigma and SDLC practices.

---

Began in Advisory Industry in 1994 within PaineWebber's Managed Account Services platform. Responsible for building the MAS base across the 6000 Financial Advisor base. Transitioned to Fiserv Investment Services in 1998 where i was responsible for building back end technology to support the Investment Advisory Managed Account segment. Beth McCrink PaineWebber successes include penning the Branch Office Manager Managed Account Guide which was adopted throughout firm. Advanced the fastest growing region of PaineWebbers MAS platform and on boarded the firms largest aquisition of assets in the firm's history. Beth McCrink Fiserv accomplishments include original business analyst on the industry changing platform to be known as Multiple Strategy Portfolio (MSP) within the industry and successful client retention and servicing to Multiple Tier One & Fortune 500 Brokerage firms. 

Old Dominion University

1987 – 1991

Bachelor of Science in Business

Concentration: Business

Activities: Sailing Team

Great love of water i.e., rowing, boating, fishing and, of course, relaxing!