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:
Cassius F. Butts is a nationally known trusted advisor, executive, and serial entrepreneur. He has spent his career owning his own firm, leading and working for financial institutions or U. S. government agencies all throughout the past 25 years. Cassius has served as an official to four presidential administrations, leading efforts in the economics/finance, housing, and small business sectors. In 2019, he co-hosted the inaugural White House Opportunity Zone & Revitalization Council summit held in Atlanta. During his two-year assignment as an executive in residence at the Robinson College of Business at Georgia State University, the College achieved the #2 national ranking as "The Most Innovative College/University in 2018, according to U. S. News & World Reports. In 2017, Cassius helped raise over $2 billion for his client in the pursuit to acquire a professional sports team. He is also credited as the co-creator of the inaugural "Inside the Huddle" financial symposium held during Super Bowl week in Atlanta; a partnership between the U. S. Chamber of Commerce and the NFL Players Association (The Trust).
In 2011 Cassius was appointed by the 44th President of the United States (Obama Administration) as Regional Administrator for the U.S. Small Business Administration (SBA). It was with SBA where he managed five record-breaking years of lending within the eight southern states. He strategically managed and achieved over $30 billion dollars in small business lending during his appointment. Under the George W. Bush Administration, Cassius served as a Presidential Management Fellow within the U.S. Department of Housing & Urban Development (HUD). He assisted in the establishment of HUD’s multimillion marketing procurement process and was named Branch Chief of the Real Estate Owned division during his tenure.
Cassius is a graduate of Morehouse College, Clark Atlanta University’s Graduate School of Public Administration, and Emory University’s Life Learning Institute where he received a Certificate in Grant Writing. He enjoys volunteering his time with several organizations such as Chairman of the Fort McPherson Local Redevelopment Authority, Board Advisor for the Morehouse College Department of Business and Economics, and the Georgia Department of Economic Development Board. He also serves on the PGA TOUR Championship Host Committee, National Black MBA Association Board, and the WellStar Health Systems-Research Review Board. Born in Philadelphia, PA, Cassius was raised in Orlando, FL, and currently resides in Atlanta, GA. He enjoys the creation of the multimedia podcast www.talktocassius.com which focuses on today’s business, sports, and entertainment topics. Cassius continues to follow the motto; “your passion is your purpose, and your purpose is your plan.”
Malik has operated at the leading edge of the global wealth management industry for more than 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 leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results.
Malik is a noted speaker/panelist and frequent chair at industry conferences on: WM best practices, incl. digital innovations and exceptional client experience; mega-trends like women’s empowerment, gen. wealth transfer; primary advisors and team leaders excellence and financial advisory platforms/products innovation.
As Global Head of Sales Management/Wealth Development at HSBC, Malik renewed the company’s wealth management 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 market share and profitability.
In 2017, out of his passion for leadership, Malik established K2 Leaders, his own consultancy firm. He also serves as a Senior Advisor to Singapore Consultancy and is the co-author of “Mechanics of Wealth Management”, a post-graduate certificate program with Informa/Middlesex University, 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 he splits his time between New York and London.
Spencer Holt is an award-winning educator, speaker, designer, executive coach, and regarded as one of the leading thinkers in the field of leadership, change, innovation and creating a culture of belonging & performance.
Spencer currently serves as Chief Experience and People Officer for Merlin Entertainments, the world’s second largest amusements company. He previously served as Chief Learning Officer at Global Leader Group. Prior to this, Dr. Holt was Head of the Commercial Learning and Innovation Centre for Astra Zeneca Pharmaceuticals, and earlier was Director, Global Leader & Enterprise Development and Director, Global Commercial Academy with Astra Zeneca.
Spencer also is a prolific speaker and delivers keynote addresses all over the world. Dr. Holt holds a Bachelor’s Degree in Business Management from the University of Lethbridge with a Master’s in Higher Education Leadership and a Ph.D. in Leadership Development from UNLV. He is the author of multiple scholarly articles in leadership development and hosts a regular podcast, “Small Things Make a Big Difference”.
Richard has amassed a significant record of achievement over his 30 years in Financial Services dedicating his career to sales management, leadership development, and coaching to empower leaders. Since serving in the Parachute Regiment within the British Army, which embedded his drive, discipline, and ability to execute, he has built a career path from being a top advisor to clients to being an award-winning sales manager at the Prudential. Leading to managing multiple sales teams and several senior positions at HSBC including Head of UK High Net Worth Banking.
Richard’s international experience spans over 16 markets covering the US, South America, Europe, Middle East, India, and Asia. This included serving as the Global Head of Sales Management at HSBC, developing thousands of leaders while driving wealth management, customer acquisition, initiating strategic change, and improving customer experience.
Richard was also responsible for pioneering and creating the Global Corporate Employee banking collaboration building a business consisting of over a million customers generating $1B revenue globally. This ignited Richard’s passion for Wellbeing leading to the creation of a global well-being program across markets, advancing into the development and deployment of Employee Engagement programs.
What sets Richard apart from the pack is his authentic commitment to understand organizational culture in turn driving sustainable active growth with the care and passion to help individuals as well as organizations to achieve beyond their potential.
Richard's interpersonal communication skills disarm and delight clients with his heightened ability to build trust through creating productive sustainable working relationships that cut through the noise.
Being an established authentic event speaker Richard delivers leadership talks and learning programs with a strong passion for embedding inspirational value-based experiences to drive high-performing results.
Richard's proven track record helps teams and businesses with expert skilled advice in Leadership, Executive Consulting, Business Planning, Performance Development, Coaching, Learning Development, Sales Management, and Team Building experiences.
Richard resides in the UK in Hampshire and has four adult children. His interests include travel & culture, music, literature, and golf (playing off a handicap of six).
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.
Jodi Orgill Brown is a strategist-turned-survivor on a mission to help leaders and teams improve interpersonal interactions to grow stronger from struggle and catapult from change. She is a resilience & antifragility expert professional speaker, trainer, award-winning author, certified business coach and consultant, and a brain tumor survivor.
Through her work at Global Leader Group, she’s taught and inspired thousands of organizational leaders to influence through their interactions, and create systems for growth.
Jodi helps individuals thrive through speaking and business coaching, resilience and communication courses, and through her inspirational YouTube channel.
She earned a master’s degree in organizational leadership & communication, a bachelor’s degree in public relations, and is an Exactly What to Say® certified guide.
When organizations like Comcast, AstraZeneca, Coldwell Banker, and United Way want their people to grow together through change, they reach out to Jodi.
She is the 2023 Storytelling Champ (National Speakers Association MW), an award-winning author, and she earned a master’s and bachelor’s degree.
Jodi and her husband, Tolan, live in an idyllic mountain valley in Northern Utah, where they are raising four children.
Dale Murphy, back-to-back MVP winner and MLB legend played most of his 20-year career with the Atlanta Braves, finishing up with the Philadelphia Phillies and Colorado Rockies. One of the most productive and decorated stars of the ‘80s, Dale was named to the National League All-Star team 7 times (5 as a starter), won 5 consecutive Gold Glove Awards and 4 Silver Slugger Awards During the decade spanning 1981- 1990, Dale led the major leagues in home runs and RBI. He also led the National League in games played, at-bats, runs scored, hits, extra-base hits, runs created, total bases, and plate appearances.
Dale was on the cover of Sports Illustrated 3 times and was named one of their Sportsmen and Sportswomen of the Year in 1987, representing Major League Baseball as the athlete “Who Cared the Most.” He was presented with this award by President Ronald Regan in the Oval Office of the White House. His long list of honors and awards include the prestigious Roberto Clemente Award, Lou Gehrig Award, and Bart Giamatti Award. He has been inducted into the World Sports Humanitarian Hall of Fame, the Georgia Sports Hall of Fame, the Oregon Sports Hall of Fame, and the Atlanta Braves Hall of Fame.
Dale retired from baseball in 1993 after a long and successful career. His number (#3) was the fourth in the history of the Atlanta Braves organization to be retired and hangs today in Truist Park, taking its place among other Braves legends. Dale served his Church in a volunteer position as the President of the Massachusetts Boston Mission supervising 700 total young men and women from 1997-2000. He handled logistics, made organization decisions, provided emotional support, created educational content and learning experiences, and a filled variety of other leadership roles. He has lent his name to numerous charities through the years and, in the process, helped with substantial fundraising efforts. He is a partner in a restaurant in Atlanta (“Murph’s”) and is involved in several other business ventures.
Dale is still known as one of the true gentlemen of the game and is one of the most beloved athletes to ever play in Atlanta. He and his wife of 41 years, Nancy, are the parents of 8 children and grandparents of 15.
Since his retirement from baseball, Dale has been speaking around the world to thousands of individuals and leaders on Resilience, Success, Culture, and Big-League Leadership. He now joins Global Leader Group as Senior Partner and Premier keynote speaker and can’t wait to help contribute to the future success of businesses and clients.