Summary
Overview
Work History
Education
Skills
Website Portfolio And Profiles
Leadership And Engagement
Technical Skills And Certifications
Websites
Timeline
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Drake Simpson

Pittsburgh

Summary

Business professional with a proven track record in enhancing operational efficiency and managing complex projects. Expertise in optimizing workflows and leading cross-functional initiatives to achieve measurable results. Strong analytical problem-solving skills contribute to high-quality client support. Ready to leverage strategic thinking and communication skills in diverse industries beyond traditional financial services.

Overview

5
5
years of professional experience

Work History

ParaPlanner

McMullen Financial Group
Pittsburgh
05.2025 - Current
  • Provided comprehensive retirement planning to assist clients with income, tax, and investment strategies.
  • Reduced investment fees in client portfolios, improving net returns and enhancing long-term stability.
  • Employed Morningstar and Schwab platforms to generate detailed performance analyses comparing current and future scenarios.

Vice President of Finance

Pi Kappa Alpha
Morgantown
11.2022 - 11.2023
  • Oversaw a semester budget of $80,000, ensuring proper allocation of funds for events, philanthropy, and operational needs
  • Implemented strategic financial planning, resulting in increased budget efficiency by 20% and reduced unnecessary expenses by 15%.
  • Worked closely with leadership to allocate financial resources and plan both social and philanthropic events.

Content Creator

YouTube
Pittsburgh
06.2020 - 08.2021
  • Developed YouTube channel with over 60,000 subscribers that attracted significant viewer engagement.
  • Handled merchandise sales operations, focusing on inventory control, pricing optimization, and customer interactions.
  • Administered all financial aspects of channel to enhance profitability through careful budgeting and resource allocation.
  • Cultivated positive customer experiences by maintaining high standards in service and product delivery.

Education

Bachelor of Science - Business Administration, Finance

West Virginia University
Morgantown, WV
05.2025

Skills

  • Investment management
  • Tax strategy development
  • 401(k) planning
  • Comprehensive financial planning
  • Risk assessment

Website Portfolio And Profiles

https://www.linkedin.com/in/drake-simpson-777815298/

Leadership And Engagement

Founding Father Fraternity member                                                                                        03/01/22-05/01/25

 Pi Kappa Alpha, Alpha Theta Chapter

West Virginia University  

  • 20 hours a semester minimum, Demonstrating active involvement with the community and responsible personal development.,
  • Organized several philanthropy events, such as Powderpuff, helped raised over $3,000 in one event for the Rape and Domestic Violence Information Center, showing our dedication to philanthropy and social responsibility.,
  • Worked with university officials, alumni, and other stakeholders to ensure the fraternity's long-term viability and positive impact on campus life.
  • Established our missions and values as a new fraternity on campus with campus involvement and community standards.

Technical Skills And Certifications

  • Life, Accident, & Health Exam, 2025
  • Microsoft Office
  • PowerPoint
  • Excel
  • Currently studying for series 65

Timeline

ParaPlanner

McMullen Financial Group
05.2025 - Current

Vice President of Finance

Pi Kappa Alpha
11.2022 - 11.2023

Content Creator

YouTube
06.2020 - 08.2021

Bachelor of Science - Business Administration, Finance

West Virginia University
Drake Simpson