Charles Ludden
About Charles Ludden
Charles Ludden serves as the Executive Director at UBS, where he leads the Digital Field Experience Strategy. He has extensive experience in strategic planning and mergers & acquisitions, with a background that includes roles at UBS and Deloitte & Touche.
Work at UBS
Charles Ludden has held the position of Executive Director at UBS since 2017, operating from Weehawken, NJ. His role involves leading the Digital Field Experience Strategy, which aims to enhance digital interactions for wealth management clients. Prior to his current tenure, he worked at UBS from 2006 to 2010 in the Greater New York City Area, where he also served as Executive Director.
Education and Expertise
Charles Ludden studied at Texas McCombs School of Business, where he earned an MBA in Finance from 1990 to 1992. He also holds a Bachelor of Science in Mechanical Engineering from Virginia Tech, completed between 1983 and 1987, and a Master of Engineering in Mechanical Engineering from The University of Texas at Arlington, achieved from 1987 to 1992. His educational background supports his expertise in strategic planning and mergers & acquisitions within the investment sector.
Background
Before joining UBS, Charles Ludden worked at Deloitte & Touche as a Senior Manager from 1992 to 1998. His extensive experience in the financial services industry has equipped him with skills in managing advisor workstations, which contribute to enhanced efficiency and client service in wealth management. He is recognized for his ability to build and motivate high-performing teams to drive profitable growth.
Achievements
Charles Ludden has been recognized for his contributions to building high-performing teams within the financial services sector. His leadership in strategic planning and mergers & acquisitions has been instrumental in driving profitable growth. His current focus on improving digital interactions for wealth management clients reflects his commitment to enhancing client service and operational efficiency.