Gail Wilson, MBA

Gail Wilson, MBA

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

location of Gail Wilson, MBAAkron, Ohio, United States

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  • Timeline

  • 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 2007
      Vice President, Director Of Client Services | Allegiant Retirement Services and Investment Division

      Managed 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 2014
      Field 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 2020
      Manager of Education

      Assist 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 2015
      Campaign Executive, Resource Development

      Represented 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 2017
      Talent Acquisition Business Partner

      Responsible 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 - now
      MCCAP 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
      Westwood Village Homeowners' AssociationAssociated with Gail Wilson, MBA
    • Member

      Issued by Leadership Akron
      Leadership AkronAssociated with Gail Wilson, MBA
    • Community Volunteer

      Issued by SandiCare
      SandiCareAssociated with Gail Wilson, MBA