James Musengo, MBA, CFP

James Musengo, MBA, CFP
Title: Part Time Faculty
Dept/Program: Department of Finance
Email: jdm73@uakron.edu

Education

  • Graduate -The United States Army Command and General Staff College, (1994)
  • M.B.A., International Business, The University of Akron, (1993)
  • Graduate -The United States Army Command and General Staff College, Combined Arms and Staff Services School ( 1989 )
  • The United States Army Logistics Officer Course ( 1986 )
  • The United States Army Armor School - Officer Advanced Course Graduate, (1986)
  • The United States Army Hazardous Cargo, Transportation and Materials Course ( 1984 )
  • The United States Army Motor Officer Course, ( 1984 )
  • The United States Army Armor School - Officer Basic Course Graduate, (1982)
  • B.S. in B.A., Finance, John Carroll University, (1982)

Professional & Academic Experience

Professional Experience

  • Treasurer - Cleveland Heights High School Alumni Foundation (2001-2017)
  • AIG Retirement, Senior Financial Advisor (2002 - Present)
  • Prudential Securities Incorporated
    • Broker - Quantum Portfolio Manager (1996 - 2002)
  • Field Grade Liaison Officer, U.S. Army, Eagle Base, Tuzla, Bosnia and Herzegovina, (1999)
  • The University of Akron, Army ROTC, Assistant Professor of Military Science - Recruiting Operations Officer (1990 - 1993)
  • U.S. Army M-1 Tank Company Commander Bayreuth, Germany, (1987 - 1989)
  • U.S. Army Officer, Platoon Leader - Bad Hersfeld, Germany, (1982-1986)

Teaching Interests

  • Investments
  • Financial Markets and Institutions
  • Retirement Planning
  • American Military History

Awards

  • Initiated into Omicron Delta Kappa, National Leadership Honor Society - April 1991
  • Students Choice Award Recipient, University College - 1992 and 1993
  • Awarded Certified Financial Planner Status - July 2008
  • Professional Honor Society Award recipient - April 2012
  • Professional Honor Society Award recipient - April 2016
  • Five Star Wealth Advisor 2015 - 2020