Steve Uhen Email & Phone Number
Executive Managing Director, Head of Business Development @ Peakline Partners
5 free lookup(s).
Steve Uhen Location
- Chicago, IL, US
Steve Uhen Work
- 2026 - now Executive Managing Director, Head of Business Development @
- 2024 - 2026 Head of Alternative Sales - RIA @
- 2020 - 2024 Director - Franklin Templeton Alternatives @
- 2020 - 2024 Director @
- 2019 - 2020 Regional Vice President @
- 2015 - 2019 Regional Director @
- 2014 - 2015 RIA Consultant @
- 2012 - 2014 Vice President - RIA @
- 2008 - 2012 Wholesaler @
- 2007 - 2008 Wealth Management Associate @
- 2007 - 2007 Futures Broker and Trader @ JKV Global
Steve Uhen Education
- Regis University
BS (Finance, Marketing)
1998 - 2002 - Wheaton North High School
Steve Uhen Skills
- Mutual Funds
- FINRA
- Series 7
- Alternative Investments
- Series 63
- Equities
- Wealth Management
- Investments
- Asset Allocation
- Securities
- Portfolio Management
- Series 3
- Series 6
- Separately Managed Accounts
- Series 65
- Wholesale
- ETFs
- Investment Advisory
- Financial Advisory
- Retirement Planning
- Asset Management
- Investment Strategies
- Trading
- Hedge Funds
- Microsoft Excel
- Strategic Planning
- Business Development
- Sales
- Strategy
Steve Uhen Summary
- Steve Uhen, based in Chicago, IL, US, is currently a Executive Managing Director, Head of Business Development at Peakline Partners. Steve Uhen brings experience from previous roles at Franklin Templeton, Benefit Street Partners and Broadstone Net Lease, Inc.. Steve Uhen holds a 1998 - 2002 BS in Finance, Marketing @ Regis University. With a robust skill set that includes Mutual Funds, FINRA, Series 7, Alternative Investments, Series 63 and more. Steve Uhen has 3 emails and 2 mobile phone numbers on RocketReach.
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Others Named Steve Uhen
Top Peakline Partners Employees
Mitchell Sussman
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Miami, FL, US
James Parr
Director, Private Capital
Chicago, IL, US
Alex Chipparoni
Associate Director, Business Development
Chicago, IL, US
Natalie Hetmanski
Associate Director, Investor Relations
Miami, FL, US
Jack Winkel
Associate Director, Private Funds Accountant
Chicago, IL, US
Cesar Dorado
Managing Director, Chief Financial Officer
United States
Jordan Stein
Managing Director
Chicago, IL, US
Andrew Wright
Director, Investments
Chicago, IL, US
Patrick Canning
Vice Chairman
Narragansett, RI, US
Lance Hruby
Associate Director, Investor Relations
Chicago, IL, US
Kyle Shannahan
Real Estate Private Equity Director
Chicago, IL, US
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