Biography

Financial and Industrial Modeling. Helping companies evolve intellectual property from spreadsheets to robust web solutions.

Umer is a highly experienced and skilled financial professional with a global track record of success. He has over 30 years of experience in the financial sector, including serving as fractional CFO for multiple startup companies, serving on diverse investment committees, conducting due diligence and research on investment managers and products in the US, Europe, and the Middle East, and working with significant institutional and retail mandates. He also has extensive financial modelling experience and experience in all areas of product development.

In addition to his experience in the financial sector, Umer also has experience in ESG, including financial modeling involving GHG and other climate protocols standards, working with a third-party vendor to convert Excel-based intellectual property into robust cloud-based solutions, and social investment management covering ethical standards.

Umer has vast Investment Industry experience

• El-Ejou Family Group – Head of Investments Group – Saudi Arabia 2011
• Riyad Capital – Senior Advisor to the CEO – Saudi Arabia 2009 – 2010
• Lynx Investment Advisory, LLC – Managing Director Research – Washington, DC 2004 – 2009
• A. G. Edwards & Son, Inc. – Product Development | Business Analyst – St. Louis, Missouri 2000 – 2004
• Asset Consulting Group, Inc. – VP Research – Clayton, Missouri 1996 – 1999
• Walnut Street Securities, Inc. – Product Analyst.- St. Louis, Missouri 1992 – 1995

Umer is a CFA Charterholder and has freelance consulting experience, providing financial modeling and fractional CFO services to startup companies. He has also taught MBA courses for over ten years as adjunct faculty.