Steve Uhen Email & Phone Number
Executive Managing Director, Head of Business Development @ Peakline Partners
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Steve Uhen Location
- Chicago, IL, US
Steve Uhen Work
- Executive Managing Director, Head of Business Development @ (March 2026 - Present)
- Head of Alternative Sales - RIA @ (April 2024 - March 2026)
- Director - Franklin Templeton Alternatives @ (February 2020 - April 2024)
- Director @ (February 2020 - April 2024)
- Regional Vice President @ (February 2019 - February 2020)
- Regional Director @ (August 2015 - February 2019)
- RIA Consultant @ (September 2014 - August 2015)
- Vice President - RIA @ (March 2012 - September 2014)
- Wholesaler @ (May 2008 - March 2012)
- Wealth Management Associate @ (October 2007 - May 2008)
- Futures Broker and Trader @ JKV Global (April 2007 - October 2007)
Steve Uhen Education
- Regis University
BS (Varsity Golf)
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 Varsity Golf @ 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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