Mike Uehlein Email & Phone Number
Associate Vice President @ Summit Advisory Inc
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Mike Uehlein Location
- Harrisburg, PA, US
Mike Uehlein Work
- 2022 -now Associate Vice President @
- 2019 -now Founder and Financial Advisor @
- 2014 -2020 Analyst - Various Financial Roles @
- 2015 -2016 FINANCE BLOG @ MikeUehlein.com
- 2011 -2014 BUSINESS DIRECTOR @ WYSC 88.7 Shippensburg Radio Station
- 2013 -2013 Wealth Management @
- 2012 -2013 Banker @
Mike Uehlein Education
- Bryant University
Financial Planning Certificate Program
2020-2021 - Duquesne University
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
- Shippensburg University of Pennsylvania
Bachelor of Science in Business Administration (Finance)
Mike Uehlein Skills
- Financial Advisory
- New York City
- Banking
- International
- Social Media
- Velocity
- SharePoint
- Accounting
- Financial Data
- PeopleSoft
- Business Units
- C
- Portfolio
- Global Asset Management
- Navigators
- Sales
- Tax
- Portfolio Management
- Internal Audit
- Trade Unions
- Healthcare
- Finance
- Asset Allocation
- Pivot Tables
- Leadership Experience
- Institutions
- Oracle
- Equities
- Wealth Management
- Microsoft Office
- Profiles
- Bond Funds
- Work Ethic
- Bloomberg Terminal
- Risk Assessment
- Microsoft Excel
- Credit
- Training
- Federal Government
- Policy
- Customer Service
- Business Intelligence
- Wealth
- Invoicing
- Cerner
- Contractual Agreements
- Management
- Financial Statements
- Filing
- Meetings
- Security
- Marketing Strategy
- DoD
- Accounts Receivable
- Chicago
- Analysis
- Signing
- Investment Management
- Chartered Financial Analyst
- Web Pages
- Leadership
- PowerPoint
- Public Speaking
- Morningstar Principia
- Microsoft PowerPoint
- Event Planning
- Data Analysis
- Excel
- Microsoft Word
- Marketing
- Social Networking
- Microsoft Access
- Time Management
- Financial Analysis
- Personal Finance
- Teamwork
- Problem Solving
- Word
- Access
Mike Uehlein Summary
- Mike Uehlein, based in Harrisburg, PA, US, is currently a Associate Vice President at Summit Advisory Inc. Mike Uehlein brings experience from previous roles at WealthU Advisors LLC, Cerner Corporation, MikeUehlein.com and WYSC 88.7 Shippensburg Radio Station. Mike Uehlein holds a 2020 - 2021 Financial Planning Certificate Program @ Bryant University. With a robust skill set that includes Financial Advisory, New York City, Banking, International, Social Media and more. Mike Uehlein has 5 emails and 2 mobile phone numbers on RocketReach.
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