
Gail Wilson, MBA
Vice President, Director Of Client Services | Allegiant Retirement Services and Investment Division

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About me
MCCAP DIRECTOR, CLIENT RELATIONSHIP MANAGER | BUSINESS DEVELOPMENT
Education

Central State University
-Bachelor’s Degree Elementary Education and Teaching 3.45
Central Michigan University
-Master’s Degree Business Administration and Management, General 3.5
Experience

National City Bank
Jan 1997 - Jan 2007Vice President, Director Of Client Services | Allegiant Retirement Services and Investment DivisionManaged largest key retirement relationship accounts consisting of $650M in assets and $2.2M in revenue. • Increased revenue by 234% from $400K to $1.33M.• Retained 100% of existing clients and increased existing assets $22M and total revenue $180K.• Increased revenue 33% by executing cross selling initiatives; received corporate Sales Champion Awards.• Received corporate sales champion awards for cross-selling and additional year-end revenue.• Ensured profitability and provided ERISA / Investment management services.• Consistently achieved asset management account retention and revenue growth divisional goals.• Led account conversion of three largest accounts substantially increasing profitability.• Earned “Achievers” acknowledgement for superior performance in relationship management. Show less

OneAmerica
Jan 2007 - Jan 2014Field Vice President, OneAmerica Retirement Services Division | American United Life Insurance Co.Led 18 Relationship Managers servicing 2100 retirement clients across 12 offices in 12 states and focused on strategic accounts management, new business opportunities and delivery of client satisfaction. • Represented $7.5 B in assets and responsible for retention, profitability and growth of mid and large-market retirement plans throughout the Eastern Region.• Met National and Eastern Region client retention goals at 98% or better.• Provided visible leadership with Eastern Region’s largest clients through annual site visits with key executives to strengthen relationships.• Created and managed skill development programs for new hires.• Partnered with sales management team on strategy and presentations to win new business opportunities. • Developed expertise in using Salesforce as data tracking system and Kronos. Show less

SandiCare
Jan 2015 - Feb 2020Manager of EducationAssist with clients with client services such as community outreach, job readiness and self-determination.• Teach classes to individuals on special needs related to health, communication, self-esteem, money management and basic life skills for living an independent lifestyle.• Lead a program for job readiness including skills, applications, and interviewing skills.• Interface with participants through field trips, education, and community interaction.

United Way of Summit County
Jan 2015 - Jan 2015Campaign Executive, Resource DevelopmentRepresented the United Way of Summit County in the community. Managed a portfolio of accounts to increase participation and contributions.• Educated current and prospective donors about the needs in our community.• Delivered presentations to employees to educate them about United Way.• Worked with campaign coordinators.• Handled confidential information, cash contributions and campaign envelopes.• Provided timely follow-up and documentation of campaign activities in CRM software.• Supported and assisted other Campaign Executives and United Way staff. Show less

Coleman Professional Services
Jan 2017 - Jan 2017Talent Acquisition Business PartnerResponsible for talent acquisition strategies for hard-to-fill positions, a newly created position.• Recruited 20 employees and built multiple methods of developing talent pipelines.• Worked with management to clarify recruitment needs and promote effective interviewing process.• Executed tactical research, referral generation and sourcing campaigns.• Leveraged partnerships with outside recruitment sources including business leaders.• Developed marketing strategies by using TV and radio for the first time.• Worked with professional organizations such as Chambers of Commerce and Universities.• Used applicant tracking system (ATS) and HR Information System (HRIS) to track referrals and candidates. Show less

Akron Urban League
Oct 2020 - nowMCCAP Director
Licenses & Certifications

American Banking Employee Benefit Trust School
National City Bank
Former Registered Representative
FINRA
Volunteer Experience
President
Issued by Westwood Village Homeowners' Association
Associated with Gail Wilson, MBAMember
Issued by Leadership Akron
Associated with Gail Wilson, MBACommunity Volunteer
Issued by SandiCare
Associated with Gail Wilson, MBA
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