Uma Sekar Email & Phone Number
Financial Planner @ Creative Planning
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Uma Sekar Location
- Seattle, WA, US
Uma Sekar Work
- 2026 -now Financial Planner @
- 2024 -now Founder @
- 2022 -now Founder Member @
- 2022 -now Advisor @
- 2021 -now Investor @
- 2021 -now Investor @
- 2025 -2025 The Externship Alumni @
- 2024 -2024 Co-Founder @
- 2021 -2024 Angel Investor @
- 2019 -2024 Angel Investor @
- 2022 -2024 Founder and CEO @ Parenting Partners
- 2020 -2022 Angel Investor @
- 2017 -2022 Investment Director @
- 2013 -2017 Impact Assessment Consultant @
- 2014 -2015 Impact Measurement Fellow @
- 2014 -2015 Impact Evaluation Consultant @
- 2012 -2013 Associate Manager, Impact Assessment and Evalutation @
- 2010 -2012 Research Associate @
- 2009 -2009 Intern @ Fidelity Management and Research, Bangalore, India
- 2007 -2007 Intern @ Unifi Wealth Management
- 2006 -2006 Intern @
Uma Sekar Education
- UC Berkeley Extension
Certified Financial Planner Candidate (Financial Planning and Services)
2024-2026 - Georgetown University
Master's degree (discontinued) (Development Economics and International Development)
2015-2015 - Madras School of Economics
Masters of Science (Financial Economics)
2008-2010 - Career For Women
Bachelor of Commerce (Accounting and Finance)
2005-2008
Uma Sekar Skills
- Asset Allocation
- Strategy
- Strategic Planning
- Risk Management
- Investments
- Portfolio Management
- Market Analysis
- Financial Modeling
- Due Diligence
- Stata
- SAS
- Research Project Management
- Impact Evaluation
- Labour Market in India
- Women entrepreneurship
- Development Economics
- Econometrics
- Microfinance
- Eviews
- WinRATS
- SPSS
- Spreadsheet Modelling and Documentation on Microsoft Office
- Research
- Data Analysis
- Economics
- Economic Research
- Qualitative Research
- Analysis
- Project Management
- Social Impact
- Social Impact Assessment
- Social Impact Measurement
- Nonprofits
- Social Entrepreneurship
- Proposal Writing
- International Development
- Program Management
- Training
- Management
- Consulting
- Analytical Skills
- Microsoft Office
- Spreadsheet Modelling
- Microsoft Word
- Business Analysis
- Research Project
- Leadership
- Social Media
- Software
- Developers
- Database Management
- Microsoft Excel
- Medicine
- Healthcare
- Hospitals
- Medical Education
- Healthcare Management
- Clinical Research
Uma Sekar Summary
- Uma Sekar, based in Seattle, WA, US, is currently a Financial Planner at Creative Planning. Uma Sekar brings experience from previous roles at Your Hive, Parenthood Ventures, StandardDAO and Graham & Walker | Formerly FFA. Uma Sekar holds a 2024 - 2026 Certified Financial Planner Candidate in Financial Planning and Services @ UC Berkeley Extension. With a robust skill set that includes Asset Allocation, Strategy, Strategic Planning, Risk Management, Investments and more. Uma Sekar has 5 emails and 8 mobile phone numbers on RocketReach.
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