William has been with Oswald Companies for over two years. William has experience working with non-profit organizations, privately held companies, and financial services organizations. He believes gaining a strong understanding of an organization’s business, culture, and risk tolerance is imperative to any successful benefit program, and the foundation for designing innovative, cost-effective solutions aimed to minimize risk.
EDUCATION AND PROFESSIONAL AFFILIATIONS
William is a graduate of Fordham University’s Gabelli School of Business with a major in Applied Accounting and Finance. He earned his insurance designation of Registered Employee Benefits Consultant (REBC) and has been a licensed Life & Health Agent in the State of Ohio since 2017. William is an alum of Cleveland Leadership’s OnBoard Cleveland class of 2019.