Jonathan has over 25 years of experience as a global senior leader in the Sales, Coaching, Retail and Banking sectors. He worked for 15 years at HSBC, living in seven countries: the USA, UK, Hong Kong, India, Qatar, Lebanon and Israel. His last role at HSBC was as Global Head of the Branch Network, responsible for 3,400 branches worldwide servicing 37 million customers and with 21 billion dollars in revenue. Immediately prior, as Global Head of Wealth Sales & Distribution he oversaw customer satisfaction targets of 94% and balances of 620 billion. He has worked at all levels in banking from a front-line sales agent to branch manager, area sales leader to country head and world-wide lead.
Considered an expert in all things Sales Management, Jonathan’s experience spans from design of team structures to day-to-day team management. While at HSBC, he designed and led the global incentive framework across all country markets. He was also tasked to build a culture of coaching moving beyond programming to organizational ethos. His work has the unique distinctive of combining tailor-made strategy with the ability to embed that strategy as part of the company DNA.
As a sought-after coach, Jonathan has trained thousands of leaders in over 18 countries, focusing on Leadership, Coaching, Sales Management, and Sales Skills. He is a skillful public speaker and facilitator of learning programs and team building experiences. His unique background enhances the learning message with relatable real-life connection points that serve as a bridge to lasting change. He differentiates himself as a coach not only by his expertise in customizing content to learner, but by his breadth of experience on both sides of the equation of training and performance management.
He is a native of Southern California and holds a BA in Middle Eastern Studies from Brigham Young University. He has been married for 23 years to his sweetheart Michelle and they are the parents of six children. Jonathan is passionate about music, sings with his family, loves to read and constantly learn new things. After 13 years overseas he now resides in Provo, Utah.
Elizabeth is a strategic financial services executive with experience that ranges from global leadership to local management in complex and challenging situations. Having over 20 years of comprehensive financial service experience, she uses a pragmatic approach to drive business outcomes and build teams across customer journeys, customer relationship management & analytics, sales management, incentives, and digital transformation. Elizabeth is a progressive thinker and has a passion to empower others while making businesses successful. She is known both for her bold creativity, thinking outside-the-box, as well as her ability to address issues with facts and data that brings heightened cross-functional collaboration.
In her role as Global Head of Customer Management and Servicing Tools for HSBC, she led the design and delivery of all CRM technology to support frontline productivity and customer service for 65,000 users. Much of her success has been achieved through her strong understanding of the User as she holds first-hand knowledge of being a financial advisor, Bank Branch Manager, and National Sales Leader in earlier parts of her career.
Prior to this, Elizabeth served as the Global Head of Wealth Customer Journeys for HSBC, being the global subject-matter expert and co-designer of the Customer Journey Framework leveraged by all the bank’s markets. Elizabeth has expertise in design thinking facilitation to support the build of technology and optimize business processes while improving the customer experience. She also has extensive experience in implementing multi-channel contact strategies. While at HSBC she completed more than 20 different journey programs across countries in the Americas, Europe, and Asia covering Digital, Assisted Digital, and Advisory based selling inclusive of the full Customer Life Cycle. Elizabeth’s greatest commitment is to “make professionalism personal” as she drives results with excellence.
Elizabeth resides in the Toronto area with her husband Max of 13 years and their two sons. As a family, they are active in the community, particularly as advocates for education and benevolence. Elizabeth also devotes time to leading women's networking groups and inspirational speaking.
Joe is the Co-founder and Managing Partner of Global Leader Group, a leadership firm that helps organizations FIND & BUILD leaders.
His purpose is to help people to lead their teams, organization, family, and even themselves more deliberately. After struggling and then growing a profitable business of his own, he dedicated the rest of his career to becoming the Leadership Guide/HR Business Partner he wished he had as a former CEO and desperately needed as an entrepreneur, manager, and dad.
Through an MBA and multiple HR/OD/Leadership certifications, combined with a decade as an HR Executive in a successful fortune 100 company, he’s proven how to build leaders internally or find and hire them externally.
Mr. Nabrotzky has led people in every major region and lived all over the world, including a few years speaking only Portuguese in the heart of the Brazilian Amazon rainforest and recently returned to Utah with his wife of 18 years and four children, after five years living off lake Geneva in Switzerland.
The success of your organization starts with having the right people to lead it; contact Joe to help you FIND & BUILD those leaders by offering:
Malik has operated at the leading edge of the global wealth management industry for over 30 years across the US, Asia, and MENA. He has led Wealth Management organizations to market-leading positions by helping their clients achieve their life goals and dreams. He deploys a genuinely passionate style based on his “war stories”, motivating senior eaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results.
Malik is a noted writer, speaker/panelist and frequent chair at industry conferences on: Moral leadership, WM best practices, incl. digital innovations and exceptional client experience; mega-trends like women’s empowerment, gen. wealth transfer; primary advisors and team leader’s excellence and financial advisory platforms/products innovation.
As Global Head of Sales Management/Wealth Development at HSBC, Malik renewed the company’s wealth business in 12 markets through a digital transformation program centered on client journeys that resulted in double-digit growth of client assets. Prior to that, he launched the wealth management proposition at Abu Dhabi Islamic Bank. He has also served as a Senior Executive at Permal, Merrill Lynch, and Citi. During his 7 years at Citi, he was the President of Citicorp Investment Services (US) and Head of Wealth Management (Asia), growing their franchises.
In 2017, out of his passion for leadership, Malik established K2 Leaders, his own consultancy firm. He also serves as an External Advisor to Bain and Co, a Senior Advisor to Singapore Consultancy and is the co-author of “Executive Certificate in Wealth Management”, a post-graduate certificate program with Zishi/University of Bath School of Management, UK (top 10 in UK). Malik is an Advisor and, along with his wife Najmi, a Development Partner of Acumen, a pioneering social impact organization. He is also active with Developments in Literacy, a non-profit that provides education to underprivileged girls in rural Pakistan. Malik, Najmi, their two daughters, and two sons are avid hikers and scuba divers, and live in NY, NY.
Combining his global experience and business expertise, Adam helps clients advance strategic priorities through leadership, talent, and organization. He excels at building long-term partnerships with clients, helping them create greater value for their most important stakeholders.
Adam has 20+ years results-focused, global experience partnering with leaders as a trusted advisor, both as in-house practitioner and external consultant. While at GE, Adam played a key role in talent and culture related aspects of the Genworth Financial IPO. He also led HR and cultural integration for a newly formed technology joint venture between GE Healthcare and a non-profit healthcare provider.
As a consultant, Adam helps clients around the globe increase leadership effectiveness and strategic HR impact. He’s guided leaders through change initiatives and HR transformation. As Managing Director of Dave Ulrich’s consulting firm, he established and led the Middle East region, growing to more than 30% of global firm revenues.
Areas of expertise include: leadership development and executive coaching; organization design, culture, and transformation; outside-in strategy; change management; and strategic HR transformation.
Global Speaking Fellow, CSP, ICF MCC
Jonathan Low centers his conference keynote speaking and leadership coaching work with associations, organizations and senior executives to measurably improve their leadership effectiveness, growth development, and business performance especially in the areas of Sales Performance, Service Quality, Leadership Communication, and Team Development. He believes that "Increased self-awareness accelerates professional relations and business success".
A Global Speaking Fellow, Certified Speaking Professional (CSP), ICF Master Certified Coach (MCC), and one of Asia's leading Sales, Service & Leadership Optimiser, and International Author of the book “Winning Clients’ Loyalty – 7 Proven Practices to Convert Clients into Amazing Fans”, Jonathan has successfully delivered his high energy, engaging and transformational keynotes to audiences globally. Jonathan brings over 30+ years of experience in leadership, sales, and customer experience and his talent and leadership development influence spans five continents, 35+ countries, and 90+ cities, throughout Asia, the Middle East, Africa, Europe, and North America.
Described by his clients as inspiring, empowering, and thought-provoking yet caring, Jonathan continues to let leaders explore deeper levels of self-awareness in a safe and trusting environment. This has helped his clients to experience greater intentional growth, inspiring them to new levels of discovery, productivity, and performance. Jonathan guides and coaches them through a plan that also involves valuable inputs and insights from key stakeholders to achieve results for their organizations, teams, and clients themselves.
Over the years, Jonathan has earned numerous well-recognized professional talent development accreditations and certifications in the field of leadership, executive coaching, emotional intelligence, mental toughness, trust-building, resilience, and assessments by reputed international organizations.
Jonathan was most recently awarded the prestigious BrandLaureate Leadership Award 2023 by The World Brands Foundation (TWBF) in Kuala Lumpur, Malaysia, and the 2024 100 Most Impactful Coaching Leader Award at the World HRD Congress in Mumbai, India.
He was also the President of the Global Speakers Federation 2015/2016, the first Malaysian and Asian to lead this global organisation with member associations of professional speakers. He serves as one of the Executive Board member at Pacific Asia Travel Association (PATA) Malaysia Chapter and is also a member of the Marshall Goldsmith 100Coaches community of global thought leaders, influencers and coaches. Jonathan lives with his family in the beautiful city of Kuala Lumpur, Malaysia. Do connect with him on LinkedIn to learn how he can partner with you to increase the performance, productivity and profitability of your organization.
Dr. Ho has over two decades of experience as an accomplished international business manager, specializing in Asian markets. His expertise spans education, finance, consulting, and management, with a track record in strategy development and leading high-performing teams. Fluent in Mandarin and Cantonese, he excels in international relations, project management, and investment management.
With a keen understanding of market trends, Dr. Ho optimizes performance and generates profits through financial management and strategic design. He managed and developed portfolio managers, achieving exceptional returns by devising ESG investment strategies and enhancing portfolio diversification. Dr. Ho's involvement in a U.S. $1 billion project yielded outstanding results, exceeding a 2,000% return on investment within a few years.
Furthermore, he facilitated global expansion for companies by driving remarkable sales growth in Asia through effective product management, distribution channels, and marketing initiatives. His contributions extend to high-level public relations projects involving one of the largest foreign investments in South Korea’s financial industry.
LuAnne is a passionate leader who drives business growth through relationship development, talent alignment, and culture building, with a focus on consistently delivering positive results. LuAnne has a diversified executive leadership background that includes experience in multiple business and functional areas, infrastructure development, organizational effectiveness, diversity & inclusion, and leadership development.
Having a passion for customers, she ultimately returned to personal banking where she was responsible for developing affluent customer proposition strategies and driving growth through employee and customer-focused initiatives in the retail branch network, contact center, and digital channels. Selected to join the global Channels team, LuAnne oversaw staff technology tools and frontline experience for 100,000 staff across all channels and 67 countries where HSBC operates.
Starting her career in the Mortgage business, LuAnne held roles in Human Resources, Learning and Development, and Quality. Having a passion for customers, she ultimately returned to personal banking where she was responsible for developing affluent customer proposition strategies and leading the retail bank branch network, driving growth through employee and customer-focused initiatives.
LuAnne believes in lifelong learning, holding both her undergraduate degree and MBA from the State University of New York at Buffalo. She is a graduate of the Consumer Bankers Association Graduate School of Retail Bank Management, University of Virginia, is Six Sigma Quality Black Belt certified, and previously held Series 7 and 66 securities licensing. She has attended executive leadership courses in Switzerland, India, Hong Kong, London, and the U.S.
LuAnne is a Buffalo, New York native, and, with her husband Jeff, recently established their Tampa Bay Florida-area home. They have two daughters, Kelly and Lindsay, who are pursuing their personal and career dreams.
Rodney Holt is a highly experienced practitioner in leadership and organizational learning, with a passion for coaching and a commitment to lifelong learning. He brings a wealth of knowledge and expertise, drawing on his experience in senior leadership positions in Residential Development, Higher Education, University Athletics, and various business development roles across Oil & Gas and Natural Resource Industries.
Rod holds an undergraduate degree in Management & Finance from the University of Lethbridge and M.Ed. in Adult Learning & Leadership from the University of Victoria. His doctorate (Ed.D.) in Higher Education Administration is expected for completion in 2024 . As the Associate Vice-President of Academics for a Polytechnic University, he emphasized the importance of bridging the relationship between industry leaders and the academic community by reimagining traditional degree constructs into micro-credentialed pathways.
Mr. Holt has developed learning experiences in oil and gas, sales, construction, government, and more. He fosters relationships and trust through active listening, establishing creative spaces for individuals to be self-reflective and innovative in articulating the opportunities that are available. He carefully uses questions coupled with deep listening and supportive coaching tools to enable individuals to discover the right questions to ask and see progressive pathways forward.
Rod serves as a community coach for football, basketball, and youth leadership initiatives. He and his family are passionate outdoor activists who enjoy spending time in the pristine Canadian Rockies.
