Jessica Hurley

Operations & Compliance Associate

In 2015, Jessica joined The James B. Oswald Company in the retirement plan services division. Her initial role included maintaining responsibility for general administrative support functions of the OFI team to ensure efficient utilization of time and resources, while continuously seeking opportunities to support and improve ongoing workflow processes for the team. In 2018, Jess obtained her Series 6 (Investment Company and Variable Contracts Products Representative) licensing and was promoted to the role of Operations & Compliance Associate and has since become responsible for supporting the efficient internal operations of the business unit with close attention to process control, revenue management, sales/marketing initiatives, systems utilization and legal compliance requirements. Jessica also works to assist client managers in their practice, is responsible for the CRM, and ensuring that compliance requirements are met.

Prior to joining Oswald, Ms. Hurley attended Cleveland State University, where she graduated with her Bachelor of Business Administration degree with a minor in Marketing.

Outside of work, Jessica is involved with various volunteer opportunities, including VeloSano, being a part of the Special Events Committee for Lake Health in 2016 and 2017, the Oswald committee for the United Way of Greater Cleveland, Junior Achievement, WAGS 4 Warriors, and Women in Pensions (WiPN).

Oswald Financial, Inc. | 1100 Superior Avenue, Suite 1350 | Cleveland, Ohio 44114 |  866.674.4048