Udeme Udofia serves as Head of Customer Success across Pave Securities, LLC the wholly owned broker-dealer subsidiary of Pave Finance, Inc. He works directly with financial advisors to help them optimize their investment process and get the most out of the platform. Udeme is responsible for building out Pave’s customer success function from the ground up, developing the client-facing infrastructure that connects advisors to the firm’s product, operations, and portfolio management teams. What drew Udeme to Pave was the experience of the executive leadership team and the chance to help bring optimization tools, traditionally reserved for hedge funds and institutional money managers, within reach of everyday investors.

Udeme brings more than eight years of experience at Charles Schwab, where he progressed from individual contributor to manager leading high-net-worth and ultra-high-net-worth client teams out of Phoenix. He served as a key relationship contact for clients navigating product updates, market developments, and investment decisions, building hands-on experience with institutional wealth management workflows that translates directly to how he serves the advisor network at Pave.

Udeme holds a B.A. in Public Policy from Stanford University and holds Series 7, Series 9, Series 10, and Series 66 licenses. Outside of work, he focuses his time on his wife and three kids, traveling and staying active together as a family. The son of Nigerian immigrants, he was raised with a strong sense of family, faith, and work ethic that continues to shape how he leads and shows up for the people he works with.