Bryan Quilo J.D. Email & Phone Number

As a Client Relationship Manager at PCS, I serve as a primary point of contact for Plan Sponsors, Financial Advisors and Third Party Administrators. We special in record keeping services as well as Third Party Administration for defined contribution plans.

North Wales, Pennsylvania

North Wales, Pennsylvania

Philadelphia, Pennsylvania

Malvern, PA

• Liaison for institutional clients partnering with other Vanguard institutional departments to service Vanguard’s institutional clients’ needs for their employees' retirement plans.
• Maintain and manage institutional retirement plans to ensure timely funding of planwide files and guide plan sponsors with compliance efforts with Internal Revenue Code, ERISA and other Department of Labor rules and.

Malvern, PA

• Processed financial and transactional work items with client aligned processing team for defined contribution plans;
• Participated in inter-departmental projects including an assignment as a writer for the Procedure Redesign Project;
• Designated as a Loan Repayment Subject Matter Expert to provide peer guidance and support.

Valley Forge

• Processed financial and demographic transactions for individual Retail clients and Accounts Payable departments;
• Conducted Retail client outcalls to complete financial and demographic transactions.

Juris Doctor

B.S., Administration Of Justice