Alberto Ugalde CEO l Controller l Audit Director in

Alberto Ugalde CEO l Controller l Audit Director

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Director General at Operadora Plejach
📍 Mexico City, Mexico

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.

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Experience
30 Years
Current Role
Director General
Job Level
Mid-senior
Location
Mexico City, Mexico
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alberto cares 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.
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Career

Work history

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

Media appearances

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Education
2018 - 2018
Diplomado en Gestion Integral de Riesgos de Negocio
Universidad Anáhuac
Education details unavailable
Universidad Tecnológica de México
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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