FIELD BUSINESS LEADER COACHING
Lead with Confidence. Build with Purpose.
When Lisa Cregan stepped into her first senior leadership role, there was no roadmap—just high expectations and few people who looked like her. As the only female Regional Director at Morgan Stanley and the first female Regional Director at UBS, Lisa had to chart her own path while managing thousands of employees and driving billions in business performance.
Strengthen your leadership skills, build inclusive teams, and develop the next generation of leaders in your organization. Whether you’re leading a branch, a region, or preparing for your next role, Lisa’s coaching focuses on real-world strategies to help you hone your leadership skills, drive business results and build a stronger leadership team and bench.
What This Coaching Engagement Offers
Lisa’s coaching is designed to meet you where you are and help you rise.
1:1 or team coaching (virtual or onsite options)
Business performance strategy grounded in decades of P&L responsibility
Team development frameworks to build your bench and lead inclusively
Succession planning insights tailored to your firm’s structure and growth goals
Each engagement begins with a goal-setting consultation to ensure the coaching is aligned with your team’s needs and your leadership aspirations.
THE
APPROACH
Practical. Experienced. Impact-driven.
Improve readiness at every level—from new managers to next-in-line managing directors
Develop inclusive, high-performing teams that people want to stay on
Drive strategic execution with clear leadership habits and accountability
Strengthen your talent bench with proven succession planning tools
Whether you’re new to your role or preparing for what’s next, Lisa equips you to lead with clarity, courage, and consistency.
IS THIS YOU?
You’ve just taken on a new leadership role and want to sharpen your leadership skills
You need a stronger, more diverse leadership bench
You’re navigating team performance issues that are holding you back
You feel stretched thin and aren’t able to focus
You feel stuck and want to be seen as someone who can do more
If any of this sounds familiar, you’re not alone. Lisa has helped hundreds of leaders at every level navigate these same challenges—with real results.