Kathleen Sindell
@kathleensindell
I am a distinguished professor and program director specializing in financial literacy, curriculum development, and CFP leadership.
What I'm looking for
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
Principal Consultant & Owner
GCSRI, Inc.
Jan 1993 - Present (32 years 8 months)
Provide consulting to federal agencies and financial services clients, including Fannie Mae and the FHFA Inspector General, and produce personal finance and investment materials for publishers and associations.
Directed finance and CFP programs, overseeing 150 scholar-practitioner faculty and achieving annual CFP program commendations (2012–2025); secured Maryland approval for a Personal Financial Planning minor and established funded advisory boards.
Practitioner Faculty, Finance
Johns Hopkins Carey Business School
Jan 1996 - Jan 2012 (16 years)
Designed and taught graduate courses in corporate finance, e-commerce, personal investing, and wealth management, integrating applied research and supervising graduate projects to enhance professional outcomes.
Associate Director & Assistant Professor
Jan 1989 - Jan 1993 (4 years)
Managed graduate finance and real estate programs, supervised 16 adjunct faculty, advised 400+ graduate students, and expanded enrollment by 156% while developing 11 new graduate and executive courses.
Education
Degrees, certifications, and relevant coursework
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
Master of Business Administration, Finance
Completed Master of Business Administration in Finance in 1986.
Antioch University
Bachelor of Arts, Business
Completed Bachelor of Arts in Business in 1985.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Website
kathleensindell.comJob categories
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