|
Spokesperson/Educational Expert: Five-city tour speaking and media tour to promote adopting savings and wiser use of debit and credit card use.
 Member of Futuristic Multidisciplinary Team: Team members met with corporate executives to develop innovative ways to engage and deliver financial products.
Center for Financial Learning Advisory Board Member: Recruited to help develop content and promote a website devoted to financial education which would help brand General Electric as a financial services company.  Spokesperson/Media Expert: Asked to develop a unique PR campaign to launch “Direct Pay” engaging consumers in a unique way about the benefits of this service.
National Endowment for Financial Education (NEFE) Program Development/Think Tank Leader: Asked to develop and lead think tanks dedicated to exploring potential ways to help consumers become more financially literate for financial, mental health, and corporate leaders. In the process, helped to develop white papers to share findings and helped to develop small books to educate the public.
Corporate Communication Consultant: Asked to serve as part of the JP Morgan team as the expert in the psychology of financial and investment behavior for a five-year term. Dr. Gurney helped develop communication strategies and educational tools, including her Moneymax® Profiling System, for JP Morgan’s plan sponsors and 401k participants. She also served on a select team of JP Morgan executives which made presentations to 100 Fortune 500 CFO’s across the nation.
|
“Kathleen, you are a true professional. It is a pleasure to work with you.”
Pam Girardo, Director Corporate Communications, Capital One
“In my opinion, Kathleen Gurney is singularly the most outstanding, hands-down best in the field of money psychology. I can’t imagine that I could find anyone more capable in the field to develop programs, teach top-level constituents, or effectively consult with clients than Kathleen Gurney.”
M. Canfield, Director Innovative Thinking, National Endowment for Financial Education
“After considering literally hundreds of candidates for the GE Center of Financial learning, we identified Dr. Kathleen Gurney as a true leader in the field. After working with Kathleen, I can attest that she is a leader in the industry when it comes to helping people better understand how they can make the right financial decisions in life.”
R. Wadehra, Exec VP Customer Education, GE Financial Assurance
