Effective October 1, Suzan Huckaby has joined BPAS, based in the Minneapolis /St. Paul area. Huckaby will serve as a sales relationship manager in the firm’s Bank Trust channel, which currently includes over 75 trustee partners nationwide , according to the announcement. She will also work with registered investment advisers and other firms committed to the retirement plan space.
Huckaby has previously held positions with Anchor Trust and US Bank working with retirement plans.
“The addition of Suzan accomplishes two key goals. First, it gives BPAS a strong foothold in the Midwest; an important region where we currently have several dozen financial intermediary partners. Second, Ms. Huckaby’s experience as a Trustee and Fiduciary will immediately resonate with our trustee and adviser partners – she will play a hands-on role to help partners build their retirement business every step of the way,” saidPaul Neveu, senior vice president of Sales and Marketing for the firm, in the announcement.
« McCready and Keene Releases Small-Market Platform