Jo has over 35 years of experience in Financial Services. Having worked in Kenya for the largest private Insurance company, Jo migrated to the UK in 1995 and worked in Direct Sales for Reliance Mutual as a Financial consultant before becoming a regional training manager. Jo then joined the British Medical Association (BMA) as an IFA providing financial services advice exclusively to members of the BMA.
In June 2001, Jo joined HSBC and undertook various roles in Business Development for Financial Services, Premier Banking, and leading teams across London.
In 2010, Jo as the Deputy Head of Premier, coordinated the joining up of Retail and Commercial Banking, as a collaboration to secure more banking clients. This initiative started with 20 RMs and by January 2011, it grew to 130 RMs, delivering personal banking services to commercial customers from commercial centers.
In 2012, Jo took on a transformation role and was the lead for streamlining and reducing paper initiatives by migrating to digital channels. Jo delivered online statements and an e-documents portal that supported digitized documents that were created and presented on request, thereby saving on paper versions being posted to clients. This provided HSBC customers a safe personalized repository and the service continues to grow.
In 2017, Jo joined the HSBC group team and over 3 years developed the Employee Banking Collaboration between Global, Commercial and Retail Banking. Over this period the business grew from 5 countries to 16 countries, from 2.8m customers to 4.1m customers and the BDM population from 35 to 112, delivering international client acquisitions and domestic wealth business.
As a Partner at Global Leader Group, Jo is passionate about Employee Wellness and has taken that passion to develop a platform that will help organizations support their employees with Mental and Emotional Wellness, along with Personal, Physical, Financial, and belonging. Employees are the cornerstone to a successful social enterprise and the program will cut across all industries supporting employers by providing a best-in-class program and access to partners that will support employees in all or any of the areas mentioned.
Jo holds an MBA from the Open University. He has been married for 23 years to Audrey and are parents to Rebecca and Richard. Jo is passionate about sports, music and spending time with his family and friends.