Diego A. Shaw Resume

Sep 4, 2026

Resume for Diego A. Shaw outlining finance education, certifications, and practical experience in financial planning and private wealth. Current studies at Mount Vernon Nazarene University include a Bachelor of Science in Finance with a Financial Planning minor, a cumulative GPA of 3.829, Dean’s List recognition, and exam eligibility for CFP®. Experience at Blue Trust covers client meeting support, comprehensive reporting and presentations, and use of eMoney Advisor, Orion Advisor, Wealthscape, CRM tools, and Excel, plus an AI-focused capstone project.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages1

Reading Time3 min

AccessFree to download

Education

Blue Trust, Financial Planning Internship

MVNU, Student Worker

Involvement & Achievements

Diego A . Shaw (614) 813-1153 [diegoshaw2021@gmail.com](diegoshaw2021@gmail.com) LinkedIn Profile Education Mount Vernon Nazarene University, Mount Vernon, OH ➢ Pursuing a Bachelor of Science Degree in Finance, Financial Planning minor ➢ Eligible to sit for the CFP® Exam following graduation in May of 2025 ➢ Cumulative GPA of 3.829 and Dean’s List recognition ➢ eMoney Fundamentals Certified ➢ Completed Kingdom Advisors’ Education Program and passed CKA certification exam Experience Blue Trust, Financial Planning Internship, Indianapolis, IN ➢ Interned in the division of private wealth collaborating with senior financial advisors and planners to evaluate client financial situations including cash flow management, investment allocation, taxes, insurance coverage, retirement planning, estate planning, and philanthropy ➢ Communicated with clients during client meetings and assisted in creating comprehensive financial reports and presentations for clients ensuring accuracy and alignment with client financial goals ➢ Proficient in industry tools and software such as eMoney Advisor, Orion Advisor, Wealthscape, CRM, Holistiplan, and Microsoft Excel ➢ Participated in team meetings and contributed ideas or solutions to enhance overall efficiency of financial planning workflow ➢ Planned, developed, and delivered a capstone project to the Indianapolis office associates addressing the impact of artificial intelligence within the financial planning industry MVNU, Student Worker, Mount Vernon, OH ➢ Phonathon Caller: communicated with donors regarding the opportunity to support MVNU’s University Fund, initiated ~100 phone calls per session for the two-month event, maintained phone records and donation pledges using Microsoft Excel ➢ Weight Room Manager: oversaw daily operations of the weight rooms on campus, scheduled and coordinated 50 workers, and ensured facilities met safety and cleanliness standards Involvement & Achievements MVNU Varsity Men’s Soccer Player ➢ Daktronics Scholar-Athlete, Academic All-Crossroads League ➢ Participated in multiple community service projects with the team Blue Trust Scholarship Recipient ➢ One of five undergraduate students selected nationally for demonstrating academic achievement and a passion for biblically-based financial advising MVNU Diversity Scholarship Recipient ➢ Four-time recipient selected for academic, service, and leadership experiences as a student of a diverse background who is committed to cultivating campus integrity

FAQs

What degree program is Diego A. Shaw pursuing?

Diego is pursuing a Bachelor of Science degree in Finance with a Financial Planning minor at Mount Vernon Nazarene University.

What credentials or exam eligibility does Diego list?

Diego is eligible to sit for the CFP® Exam following graduation in May 2025 and has an eMoney Fundamentals certification, plus completion of the Kingdom Advisors’ Education Program and CKA certification exam passage.

What responsibilities did Diego handle during the Blue Trust internship?

Diego supported senior financial advisors by evaluating client financial situations, communicating during client meetings, and assisting with accurate financial reports and presentations, using tools such as eMoney Advisor and Excel.

Sep 4, 2026

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