[ about PRUDENTIAL ]Prudential Wealth Management is the financial guidance and planning arm of Prudential Financial, dedicated to helping individuals, families, and institutions protect, grow, and transfer their wealth with confidence and clarity.
Its mission is to deliver holistic wealth solutions that integrate personalized advice, disciplined investment management, and innovative protection strategies—bridging human expertise with technology to create lasting financial security.
Through a collaborative and purpose-driven culture, Prudential Wealth Management unites financial planning, investment management, retirement solutions, and insurance strategies into a single, client-first ecosystem. Each plan is designed to evolve with changing goals, market conditions, and life stages.
With advisors and specialists across the U.S., the division leverages data-informed insights, fiduciary discipline, and forward-thinking portfolio design to help clients make informed decisions and achieve enduring financial well-being.
Prudential’s commitment extends beyond wealth accumulation—it’s about empowering financial confidence, ensuring every client has the tools, guidance, and protection to build a future that endures.
[ My role ]PRUDENTIAL
Newark, New Jersey
Director, Global Head, Product Transformation Office (GPTO)
At Prudential, I led the global product transformation strategy for the Wealth Management business—where disciplined modernization meets purpose-driven design to shape the next generation of client and advisor experiences.
As Global Head of the Product Transformation Office, I was responsible for re-architecting Prudential’s product management operating model—defining global standards for portfolio governance, agile delivery, and digital enablement across wealth, retirement, and investment platforms. My mandate was to unify strategy and execution—transforming product delivery from siloed initiatives into a measurable, enterprise-wide discipline.
In this role, I directed cross-functional teams spanning product management, data strategy, engineering, and client solutions, driving programs that improved speed-to-market, enhanced platform scalability, and embedded compliance by design. The focus was clear: to evolve Prudential’s wealth ecosystem into a connected, data-intelligent network that anticipates client needs and delivers consistent value.
Working across U.S. and international markets, I partnered with senior leadership and regional product teams to align transformation goals with business outcomes—enabling product managers worldwide to deliver with greater clarity, accountability, and impact.
This role redefined transformation not as a project, but as a mindset—anchored in transparency, empowered by technology, and sustained by Prudential’s legacy of trust.
[ strategic outcomes ]Strategic Outcomes
Global Product Alignment
Established a unified product operating model across wealth markets—integrating governance, delivery standards, and measurement frameworks to ensure consistency, accountability, and strategic clarity across regions.
Operational Transformation
Redesigned product management workflows from end to end, embedding agile methodologies and outcome-based delivery to accelerate execution while enhancing transparency, risk control, and stakeholder visibility.
Data-Driven Product Strategy
Introduced portfolio-level analytics that connected product performance, client adoption, and business impact—enabling data-informed decisions and measurable ROI across Prudential’s global wealth platforms.
Culture of Empowered Delivery
Fostered collaboration among product leaders, engineers, and business stakeholders worldwide—shifting transformation from a series of projects to a shared enterprise mindset focused on innovation, integrity, and measurable progress.
“Charles brings clarity to complexity. His ability to translate strategic ambition into measurable results sets him apart. At Prudential, I saw firsthand how he approaches every challenge with analytical precision and creative discipline—connecting technology, people, and purpose with remarkable coherence. Charles doesn’t just deliver solutions; he builds systems that continue to learn, adapt, and lead.”
Mike Vadim Iskandaryan, McKinsey & Company
Data → Insight → Decision → Impact
Stage 01Data Systems
Unified global product, operational, and client data into intelligent ecosystems that automated governance, improved data lineage, and strengthened visibility across wealth and retirement platforms.
Stage 02Insight Generation
Transformed enterprise data into actionable insights—empowering product leaders to anticipate market needs, align strategic priorities, and measure progress with precision and accountability.
Stage 03Decision Intelligence
Delivered portfolio analytics and dashboards that equipped executives with real-time visibility into performance, enabling faster, evidence-based decisions that balanced innovation with regulatory discipline.
Stage 04Measured Impact
Achieved measurable gains in delivery efficiency, transparency, and enterprise alignment—establishing Prudential’s Product Transformation Office as the foundation for sustainable, data-driven product excellence.
[ the journey ]A purposeful ascent through transformation, governance, and growth.
Inclusions
Every journey begins with conviction. Mine began with the belief that transformation at scale demands both structure and vision. At Prudential, that meant leading the evolution of global product management—building a disciplined foundation where agility coexists with accountability, and innovation is guided by trust.
Each milestone—governance alignment, operating model redesign, and enterprise data unification—was a deliberate ascent toward consistency and clarity. Every decision balanced modernization with stewardship, ensuring that progress strengthened the firm’s core commitment to reliability and client confidence.
This ascent continues, powered by the same principles that define Prudential’s legacy: discipline, integrity, and purpose-driven transformation.
Exclusions
Shortcuts. Noise. Anything that values acceleration over alignment or scale over sustainability.
True enterprise transformation isn’t measured by speed—it’s measured by the strength of systems, cultures, and outcomes that endure. It’s about shaping an organization where trust, clarity, and collaboration define every step forward.