
Ashley Phillips
Project Coordinator
With over nine years of experience in the banking industry, Ashley Phillips brings a strong background in operations, cross-functional collaboration, and project management to her role as Project Coordinator at Cornerstone Advisors. Her extensive background spans various facets of the industry, including retail banking and executive support, reflecting a well-rounded understanding of the industry.
Before joining Cornerstone, Ashley served as Strategic & Executive Coordinator at a credit union. Across this and prior roles, she was instrumental in supporting internal initiatives and technology-focused projects, working with all levels of leadership to drive results. She played a key role in a digital banking conversion and a credit union merger.
Ashley holds a Certified Associate in Project Management (CAPM) certification and is known for her dependable, detail-oriented approach to driving project success.
At Cornerstone Advisors, Ashley plays a key role in supporting strategic initiatives, managing not only the day-to-day coordination of tasks but also sustaining organization and momentum across long-term, multi-phase client engagements.