Operations Team Lead
“A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so.” — Mahatma Gandhi
Gail oversees all client administration for the firm, handling account openings, transfers and client inquiries. She brings more than 25 years of industry experience to this role, with previous tenures at Morgan Stanley Wealth Management and Boatmen’s Trust Company. She says the field of wealth management found her; after spending years working in the financial industry, Gail collected a unique combination of skills that prepared her to work at Mosaic.
Each day at Mosaic brings a new experience. Gail is proud to work with clients that have such solid work ethics, and she is inspired by all they achieve. For that reason, Gail makes it her mission to make clients’ lives easier by completing tasks as efficiently and as effortlessly for clients as possible. Mosaic always keeps her on her toes!
Gail holds Series 7 and 63 licenses. She lives in Red Bud, IL with her husband Ken and their two sons, where they enjoy camping and hanging out with family and friends. She says her greatest accomplishments include raising two strong men (although they may not realize it yet!).