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)
- 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