Teams at Cornerstone Research

Lead design and execution of leadership development programs, competency frameworks, and 360-degree assessment initiatives. Manage IDP toolkits, career development processes, external coaching coordination, and operations for advisor-related roles. Analyze and refine development initiatives, support performance management, and deliver scalable learning solutions across in-person, virtual, and online formats.

Lead and manage project staffing and professional development for the office. Coordinate with case managers, staffing teams, and other offices to match skills to project needs, anticipate staffing challenges, communicate decisions, improve processes, and mentor junior staff to support firm-wide talent development and case delivery.

Lead development of the firm's annual operational budget and long-range plans; build multi-year financial and cash flow models; produce monthly/YTD reporting and variance analysis; implement scalable FP&A processes and systems; support audits and business partners with financial insights and ROI assessments.