Bryan Quilo J.D. in

Bryan Quilo J.D.

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Relationship Manager at PCS Retirement, LLC
📍 Wayne, Pennsylvania, United States

Bryan Quilo is a Client Services Manager at PCS Retirement, LLC, specializing in record-keeping and administration for defined contribution plans. With a background at Vanguard and a Juris Doctor from Villanova University, he serves as a key contact for Plan Sponsors, Financial Advisors, and Third Party Administrators.

He has a keen interest in the evolving landscape of financial markets and investment options, including the integration of newer asset classes like cryptocurrency into retirement fund lineups. Bryan follows publications like The Wall Street Journal and companies such as Vanguard.

He holds a Juris Doctor, which is a unique legal qualification for a client services role in the retirement plan industry.

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Experience
14 Years
Current Role
Relationship Manager
Job Level
Middle
Location
Wayne, Pennsylvania, United States
Personality Overview

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Communication Style
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Priorities

Topics Bryan cares about

Retirement Plan Services
His career focuses on record keeping, TPA services, and client management for defined contribution plans at PCS Retirement and previously at Vanguard.
Crypto in Retirement
He has publicly questioned whether plan fiduciaries should consider adding cryptocurrencies to their fund lineups as they grow in popularity.
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Career

Work history

9-2020
Relationship Manager
PCS Retirement, LLC
3-2019 - 9-2020
Compliance Specialist
Benetrends Financial
2-2019 - 9-2020
Total Administration Specialist
Benetrends Financial
4-2017 - 1-2019
Client Relationship Manager
PCS, LLC
3-2013 - 4-2017
Retirement Plan Associate
Vanguard
In the press

Media appearances

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Education
1996 - 1999
Juris Doctor
Villanova University Charles Widger School of Law
1992 - 1995
B.S.
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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