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Kathleen Sindell

@kathleensindell

I am a distinguished professor and program director specializing in financial literacy, curriculum development, and CFP leadership.

United States
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What I'm looking for

I seek senior academic leadership or program-director roles to lead curriculum development, accreditation, CFP program growth, and promote financial literacy and diversity in higher education.

I am a distinguished professor and program director with more than 35 years of experience in financial services, curriculum development, accreditation, and academic leadership. I have overseen large faculty teams and directed workforce-aligned program design.

As the author of 14 finance and business books, including multiple bestsellers, I combine scholarship and practice through peer-reviewed research, funded proposals, national presentations, and published work. At UMGC I led the CFP program to recurring commendation renewals and established advisory boards and student chapters with secured funding.

I consult with industry and government agencies, mentor faculty, and specialize in accreditation, program growth, and diversity initiatives. I seek opportunities to expand financial literacy, strengthen academic programs, and advance professional standards in financial planning education.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Walden University logoWU

Walden University

Doctor of Philosophy, Management

Activities and societies: Dissertation published as The Handbook of Real Estate Lending (Irwin/McGraw-Hill, 1996).

Awarded Doctor of Philosophy in Management in 1993 with a dissertation titled "A Risk Management Approach for Financial Institutions Holding Construction Loans".

San José State University logoSU

San José State University

Master of Business Administration, Finance

Completed Master of Business Administration in Finance in 1986.

Antioch University logoAU

Antioch University

Bachelor of Arts, Business

Completed Bachelor of Arts in Business in 1985.

Tech stack

Software and tools used professionally

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