With more than a decade of experience in the financial services industry, Ashley Phillips brings a strong background in banking operations, project management, and client collaboration. Her experience spanning retail banking, executive support, and technology initiatives enables her to help financial institutions successfully execute strategic initiatives and implementation engagements while keeping teams aligned, projects organized, and efforts focused on business outcomes.
Before joining Cornerstone Advisors, Ashley spent nearly nine years at a credit union, where she gained experience across both retail and back office operations. She began her career in a branch environment before transitioning into project coordination and strategic support roles, partnering with executive leadership to coordinate enterprise initiatives, technology implementations, and cross functional projects.
Ashley holds a Certified Associate in Project Management (CAPM) certification and is recognized for her collaborative approach, attention to detail, and ability to keep complex initiatives moving forward. She works closely with clients and internal teams to support successful implementations and deliver a positive client experience.