Bio
Generated by
Topline AI
Ross Oltmann is a seasoned retirement planning expert with 24 years of experience in consulting and leadership roles at top financial institutions. He holds a Bachelor of Business Administration degree from Upper Iowa University and is licensed in Series 6 and Series 63. With expertise in 401k, retirement planning, and qualified retirement plans, Ross has a strong background in helping individuals and organizations navigate complex retirement solutions.
Experience
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Transamerica Retirement Solutions
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Cedar Rapids, Iowa
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Regional Vice President
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May 2000 - Present
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Cedar Rapids, Iowa
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Regional Vice President
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2000 - Present
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Manager
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Mar 1986 - May 2000
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Education
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1984 - 1988Upper Iowa University
Suggested Services
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Industry Focus. “Financial Services”
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