Jeffrey Wallace Joins M&I

August 10, 2011 ( – M&I Institutional Trust Services has named Jeffrey Wallace as Vice President and Regional Sales Director for California and Nevada. 

Wallace reports to Gary Jackson, Senior Vice President. He brings twenty years of experience – nearly a decade of which was spent in California – to his new role, where he will be responsible for business development and client relationship management.

According to a press release, Wallace joins M&I from DailyAccess Corporation, where he was the regional sales director in Mobile, Alabama. He previously served as UNIFI retirement services’ regional director in Charlotte, North Carolina, and as Regional vice president for TransAmerica Retirement Services in the same city. He earned his BA from Loyola Marymount University in California, is an Accredited Investment Fiduciary, and holds FINRA series 6, 63 and 65 licenses.

“Jeff is an outstanding addition to our team as M&I continues to resource its presence in the nation’s western region,” said Jackson, in the announcement. “His experience in the region and familiarity with many of the area’s capable consultants and advisers will be an important element in his ability to positively impact the utilization of our resources on behalf of plan sponsors and their participants.”


-Sara Kelly