Jeffrey Wasserman in

Jeffrey Wasserman

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Executive Vice President at Oswald Companies
📍 Cleveland, Ohio, United States

Jeffrey Wasserman is the Executive Vice President of Oswald Companies, where he brings over 30 years of experience in financial services. He specializes in life insurance, estate planning, and business succession. He holds a Bachelor of Business Administration from Kent State University and a FINRA Series 6 certification.

Jeffrey is deeply involved in the Cleveland community as a graduate of the Leadership Cleveland Class of 2014. He has served on the boards of several organizations, including the Jewish Federation of Cleveland, University Hospitals, and Bellefaire JCB, demonstrating a strong commitment to local philanthropy.

He focuses on creating wealth solutions for families by utilizing advanced strategies like premium financing.

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Experience
40 Years
Current Role
Executive Vice President
Job Level
Leadership
Location
Cleveland, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jeffrey cares about

Legacy Preservation
His work is centered on helping clients protect their assets and preserve their legacy for future generations through strategic estate planning.
Business Succession
He has decades of experience advising business owners on effective succession planning strategies to ensure a smooth transition.
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Career

Work history

10-2003
Executive Vice President
Oswald Companies
12-1984 - 8-2003
Elite Agency Producer
Capital Planners (Guardian Life Insurance Agency)
In the press

Media appearances

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Education
8-1980 - 5-1984
Bachelor of Business Administration - BBA
Kent State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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