The James B. Oswald Company
Kimberly A. Lucarelli, CIC, CAPI, serves as the SVP and Sales Leader for the Personal Risk Division at Oswald Companies, a position held since March 1988. Kimberly is responsible for crafting and implementing sales and growth strategies that offer tailored, comprehensive solutions for high-net-worth individuals and families in managing personal risk. Additionally, Kimberly collaborates closely with clients' advisors, including financial and legal professionals, to consult on program development and address ongoing lifestyle needs. Previous roles include VP and Practice Leader for Personal Client Management and Director of Personal Client Management, showcasing a strong commitment to delivering customized solutions and risk assessments for affluent clients.
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