Alberto Ugalde CEO l Controller l Audit Director

Evaluator
DISC Type : Cds

Director General at Operadora Plejach

Mexico City, Mexico

Overview

Alberto Ugalde is a Director and CFO with over 30 years of experience in the financial and manufacturing sectors, specializing in corporate turnarounds and risk reduction. He holds a diploma in Integral Business Risk Management. Colleagues describe him as professional, ethical, and visionary.

He is passionate about helping successful family businesses avoid failure when transitioning to the next generation by implementing proper structure and controls.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Family Business Governance
He frequently posts about why successful, long-standing family businesses often fail due to a lack of internal controls and fractured communication during generational transitions.
SME Profitability
He believes many small and medium-sized enterprises are not in crisis but are disorganized, highlighting issues like unknown margins and tight cash flow as the real problems.
Financial Turnaround
His professional focus is on helping companies recover profitability, organize their finances, and reduce operational and financial risks to ensure business continuity.

Media Appearances

Alberto has no verified media appearances

Work History

7-2015
Director General at Operadora Plejach
5-2013 - 6-2015
Director de Adminsitración y Finanzas at Unión de Credito Concreces
1-1997 - 6-2012
Director de Contraloria y Sox at HSBC
1-1995 - 1-1997
Auditor externo at Arthur Andersen & Co.

Education

2018 - 2018
Diplomado en Gestion Integral de Riesgos de Negocio from Universidad Anáhuac
Education details unavailable from Universidad Tecnológica de México

More Information

Social Presence :

Prographics :

Exp : 30 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Director General at Operadora Plejach
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Insights For Selling To Alberto Ugalde

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alberto Ugalde is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Alberto Ugalde

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Alberto Ugalde move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Alberto Ugalde take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Alberto Ugalde

Personality Compatibility


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