Loading Search Form
Please Wait
Jillian Breck Lic. RE Salesperson
About Me
I am a SUNY Albany graduate with an MBA in Financial Management and Estate Law. I have experience in real estate, consulting, management, marketing, sales, compliance, budgeting, banking, consumer lending, wealth management, investment services, and qualified retirement plans.
I started my career in banking at Bank of America. I held a variety of titles from 2001 - 2008 including teller, customer service, investment representative, Branch Manager and AVP of Premier Banking and Investment Services. In the most senior role, I was responsible for working with the Bank's high net worth clients to provide deposit, credit and investment solutions. I managed 300 individual relationships with 500M in assets under management.
From 2008-2013 I worked at Milliman as a Retirement Plan Communication and Education Consultant. I conducted retirement Plan education meetings (DB & DC) both on a group and individual basis to help Plan participants understand the importance of their company sponsored retirement plans. I was always interested in being a consultant so I pursued several designations through the American Society of Pension Professionals and Actuaries (CPC, QKA, QPFC, QPA). I am also FINRA licensed (series 6 & 63) and have my Life and Accidental insurance license in NY.
From 2013 - 2018 I worked for Ayco, a Goldman Sachs company, as a Relationship Manager designing Financial Wellness solutions for Fortune 100 and 500 companies. We helped our clients promote, educate and maximize the value of all of their company sponsored Benefit Plans. During that time I also pursued the Project Management Professional designation.
In 2019 and the 1st quarter of 2020, as the Director of Retirement Services, I ran the Third Party Administration practice for my firm for over 100 Defined Contribution clients. I personally designed and set up new plans, ran contribution calculations, performed nondiscrimination testing and submitted the required IRS and DOL filings
while managing staff members. Unfortunately, in April of 2020, my position was eliminated due to company downsizing because of COVID.
while managing staff members. Unfortunately, in April of 2020, my position was eliminated due to company downsizing because of COVID.
Covid opened my eyes to finally pursue a career in real estate. With a passion for helping others achieve their goals, I decided to become an agent and it was the best decision I ever made. My job is simple, connect a buyer and a seller and make dreams come true.