ALBANY, New York, March 12, 2019 – BST & Co. CPAs, LLP, one of the Capital Region’s leading financial and management consulting firms, today announced that Jillian P. Breck has been appointed director of retirement services.
Breck brings nearly 20 years of retirement and financial planning, wealth management, investment services, estate planning and project management experience to BST. In her new role, Breck provides guidance on the design, implementation and administration of defined contribution plans and other employee benefit plans.
Prior to joining the firm, Breck served in banking, investment and benefits capacities at several distinguished companies and financial institutions, including Ayco, Milliman and Bank of America.
“We are pleased to announce Jillian’s addition to BST. She brings valuable experience both working with retirement participants and developing retirement plans and will be a true asset as we continue to strengthen this division,” said Ron Guzior, managing partner of BST & Co. “Her experience working with Fortune 500 companies and high-net worth individuals is a wonderful addition to our team.”
Breck earned both a Bachelor of Science and Master’s in Business Administration from the University at Albany. She is a member of the American Society of Pension Professionals and Actuaries and the Project Management Institute, through which she gained her designations as a Certified Pension Consultant, Qualified Plan Financial Consultant, Qualified 401(k) Administrator, Qualified Pension Administrator and Project Management Professional.
“I’m thrilled to work alongside the team at BST and contribute to its reputation as one of the most well-respected firms in the industry,” said Breck. “I look forward to applying my expertise and insight during this exciting time of growth for BST.”
With roots tracing back to 1944, BST & Co. CPAs, LLP is recognized as one of the largest accounting and consulting firms in upstate New York. The firm offers traditional accounting, auditing and tax services; as well as specialty services related to business valuation, forensic accounting, litigation support, employee benefit plan auditing and consulting, governmental auditing and consulting, merger and acquisition assistance, wealth management and personal financial planning, and estate and gift tax consulting, amongst other services.
The firm is a long-standing member of the RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States.
Posted on March 12, 2019 at 2:23 PM