Jean Lorenz
Senior Client Manager, Life at Oswald Companies
📍 Cleveland, Ohio, United States
Jean Lorenz is a Senior Client Manager in the Life division at Oswald Companies. With over 20 years of industry experience, she specializes in life, disability, and long-term care insurance solutions for high-net-worth individuals and business owners. She is a graduate of Cleveland State University.
Read the full overview →Experience
6 Years
Current Role
Senior Client Manager, Life
Job Level
Middle
Location
Cleveland, Ohio, United States
Personality Overview
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Priorities
Topics Jean cares about
Life Insurance Strategy
Her extensive career is dedicated to providing strategic life insurance solutions, particularly for affluent clients and business succession planning.
Wealth Preservation
Works directly with high-net-worth individuals, a role that inherently focuses on strategies for wealth preservation and transfer.
Career
Work history
4-2019
Senior Client Manager, Life
Oswald Companies
In the press
Media appearances
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Education
Jean has no verified education history
Social presence
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