Teams at Cornerstone Advisors

Provide on-demand consulting services to financial institutions as a 1099 associate: deliver analysis, strategic recommendations, and project deliverables; lead workshops and client meetings; act as subject-matter expert on nonrecurring projects; protect intellectual property and collaborate with engagement teams to support core systems selection, strategic planning, M&A due diligence, operational effectiveness, and vendor advisory.

Negotiate complex banking technology contracts, build financial models and pricing benchmarks, analyze contract terms, develop negotiation strategies, manage 3+ month engagements, draft client deliverables, coordinate meetings, support RFPs, and deliver executive-level client service.

Client-facing consultant delivering technology strategy, vendor selection, and operations optimization. Perform assessments, develop roadmaps, analyze financials and data, lead project execution, set KPIs, manage change, and build trusted client relationships to drive technology-enabled business transformation.