Resumes
Resumes
Director Of Retirement
View pageLocation:
Clifton Park, NY
Industry:
Financial Services
Work:
Bst & Co. Cpas, Llp Jan 2019 - Apr 2020
Director of Retirement Services
Ayco, A Goldman Sachs Company Feb 2014 - Dec 2018
Relationship Manager
Milliman Oct 2008 - Nov 2013
Employee Benefit Consultant
Bank of America Sep 2005 - Jun 2008
Assistant Vice President of Premier Banking and Investment Services
Bank of America Jun 2004 - Sep 2005
Branch Manager
Director of Retirement Services
Ayco, A Goldman Sachs Company Feb 2014 - Dec 2018
Relationship Manager
Milliman Oct 2008 - Nov 2013
Employee Benefit Consultant
Bank of America Sep 2005 - Jun 2008
Assistant Vice President of Premier Banking and Investment Services
Bank of America Jun 2004 - Sep 2005
Branch Manager
Education:
University at Albany, Suny 2002 - 2005
Master of Business Administration, Masters, Law, Finance University at Albany, Suny 1998 - 2001
Bachelors, Bachelor of Science, Marketing, Management Liberty High School 1994 - 1998
Master of Business Administration, Masters, Law, Finance University at Albany, Suny 1998 - 2001
Bachelors, Bachelor of Science, Marketing, Management Liberty High School 1994 - 1998
Skills:
Investments
Management
Sales
Risk Management
Marketing
Employee Benefits
Portfolio Management
Training
Financial Analysis
Insurance
Banking
Accounting
Retirement Planning
Qualified Retirement Plans
Customer Service
Finance
Wealth Management
Management
Sales
Risk Management
Marketing
Employee Benefits
Portfolio Management
Training
Financial Analysis
Insurance
Banking
Accounting
Retirement Planning
Qualified Retirement Plans
Customer Service
Finance
Wealth Management
Certifications:
Pmp
Cpc
Qpfc
Qka
Qpa
Cpc
Qpfc
Qka
Qpa
Jillian Breck
View pageLocation:
Clifton Park, NY
Jillian Breck Clifton Park, NY
View pageWork:
Milliman
Albany, NY
Oct 2008 to Nov 2013
Retirement Plan Communications and Education Consultant
Bank of America
Latham, NY
Sep 2005 to Jun 2008
Assistant Vice President of Premier Banking and Investment Services
FleetBoston Financial
Albany, NY
Jun 2001 to Sep 2005
Branch Manager/Investment Representative/Customer Service Representative/Teller
Albany, NY
Oct 2008 to Nov 2013
Retirement Plan Communications and Education Consultant
Bank of America
Latham, NY
Sep 2005 to Jun 2008
Assistant Vice President of Premier Banking and Investment Services
FleetBoston Financial
Albany, NY
Jun 2001 to Sep 2005
Branch Manager/Investment Representative/Customer Service Representative/Teller
Education:
State University of New York at Albany
Albany, NY
May 2005
Masters of Business Administration in Finance/Estate Law
State University of New York at Albany
Albany, NY
Dec 2001
Bachelors of Science in Management/Marketing
Albany, NY
May 2005
Masters of Business Administration in Finance/Estate Law
State University of New York at Albany
Albany, NY
Dec 2001
Bachelors of Science in Management/Marketing