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Executive - Portfolio Investments

Global Fortune 500 Financial Services firm

Jonathan was invited to coach one of the senior leaders of this company’s investment management division based in the US, who was leading on behalf of the company, discussions on a US Securities and Exchange Commission (SEC) investigation. Jonathan’s role was to coach the leader on this engagement and support the leader’s communication with them during a critical 18-month time frame. In addition to this, Jonathan supported the leader in devising and implementing a stakeholder management strategy of the leader’s own company’s senior team, including fellow colleagues, and direct reports. The SEC investigation was successfully concluded and following this, Jonathan’s coaching client was promoted.