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Conor Clancy Email & Phone Number

Vice President at Morgan Stanley at Morgan Stanley
Location: Miami, Florida, United States 15 work roles 2 schools
1 work email found @morganstanley.com 2 phones found area 305 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@morganstanley.com
Direct phone (305) ***-****
LinkedIn Profile matched
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Current company
Role
Vice President at Morgan Stanley
Location
Miami, Florida, United States
Company size

Who is Conor Clancy? Overview

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Quick answer

Conor Clancy is listed as Vice President at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 305, and a matched LinkedIn profile for Conor Clancy.

Conor Clancy previously worked as Vice President at Morgan Stanley and Financial Advisor at Morgan Stanley. Conor Clancy holds Ba, Psychology from Amherst College.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Conor Clancy. Compare company email patterns before reaching out.

Profile bio

About Conor Clancy

WHAT I DO:Most professionals focus on building up the total value of their nest egg during their working lives without giving much thought to the effect of their account type and asset location will have on the distribution phase. This leaves many ill prepared for retirement. I specialize in helping Business Owners & Professionals to create a clear distribution plan that they cannot outlive.WHO I HELP:I provide concierge level service - proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with each client and their tax, legal and other professional advisors. I ensure that our clients' financial plan, investment policy, and asset and liability strategies remain aligned with their evolving goals.I partner with successful business owners within 10 years of retirement, including a strong emphasis on, but not limited to:- Business Owners- Professionals- Executives- CEOs- Directors- LawyersHOW OUR PROCESS WORKS:Through my evaluation process, I develop a deep understanding of our clients - not just as investors, but as individuals. I analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets. I tailor each client's portfolio to achieve both short-term and long-term objectives. I constantly monitor and adjust each client's portfolio. I gauge performance on the achievement of each client's goals, not a market index.WHAT MAKES US DIFFERENT:Using wealth creation strategies that are usually reserved for the top 1% of the population, I assist my clients in creating sustainable real wealth through my process. This unique approach focuses on growing your REAL Money, defined as what you keep after fees, taxes and inflation.HOW IT WORKS:I possess the technical expertise, relevant experience and multi disciplinary team of professionals necessary to handle the unique and complex tax, trust, retirement and estate planning needs of successful professionals and business owners. I am a lifelong learner and have tailored my education to meet the specific challenges that face professionals and business owners. It all starts with an initial call to understand your current situation, where you want to be, and if we’re the right partners to help you get there.READY TO TALK?Reach out to me directly here on LinkedIn, email me at conor.clancy@morganstanley.com, or call me directly at 954-859-4451

Listed skills include Leadership, E Commerce, Social Media, Performance, and 22 others.

Current workplace

Conor Clancy's current company

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Morgan Stanley
Morgan Stanley
Vice President at Morgan Stanley
New York City
Employees
501
AeroLeads page
15 roles

Conor Clancy work experience

A career timeline built from the work history available for this profile.

Vice President

Current

New York, Ny, Us

Jan 2022 - Present

Financial Advisor

Current

New York, Ny, Us

Sep 2020 - Present

Financial Advisor

Ubs

Zurich, Ch

Conor is primarily responsible for developing the team’s investment management strategies as well as managing the team's web-based technology services.

Jul 2016 - Sep 2020

Enterprise Sales Account Manager

At&T Global Services

Responsible for building and maintaining relationships with customers, account planning/strategy, and pursuing sales opportunities within enterprise sector. Developed migration strategies for moving clients from traditional to IP-based technologies, from premise based to cloud technologies and from non-managed to managed environments. Effectively conducted complex sales negotiations. Established and maintained relationships with industry influencers and key strategic partners. Achieved P&L and revenue targets for the assigned accounts. Ensured effective control relative to accounts receivables results, and took corrective actions to guarantee that the achievement of the A?R objective falls within designated sales strategy.Acted as a customer advocate in the resolution of disputes. Partnered with clients to understand business needs, issues, strategies, and priorities in order to deliver value-added business solutions. Utilized consultative selling skills to close sales by identifying key trends and customer needs and leverage industry knowledge and applications to develop and close opportunities. Demonstrated a sustained record of achievement.

Jan 2015 - Jul 2016

Sales Executive - Premier Client Group

At&T Global Services

Developed Technology Road Maps to expand client relationships beyond Information Technology. Engaged with C-Level executives to demonstrate commitment to a global strategy/service offering that supported client business strategies. Clients included major auto distributor, large pharmaceutical concern, Spanish language broadcasting company, national automotive services retail chain, and large call center outsourcer. Responsibilities included maintaining existing revenue streams, and developing new sources of revenue outside traditional IT space. This role required contract negotiation, financial analysis, P&L responsibility and CRM.

Jan 2014 - Dec 2014

Sales Account Manager - Acquisition - Premier Client Group

At&T Global Services
Jan 2013 - Dec 2013

Sales Planning Manager - Premier Client Group

At&T Global Services

• Responsible for analyzing sales performance of the Florida PCG teams against their target projectionso Monitored sales, trends, and opportunities by Sales manager Updated account revenue by Branch, Manager, and Sales Executive o Examined, Interpreted, and Evaluate large sets of data Sales AR NSR TBR MRR NRR EMRo Formed meaningful conclusions and courses of action of sales strategies based on the corresponding data• Proficient in AT&T Sales Operation Systemso STARTERo AT&T SharePointo SAARTo ODINo SalesOne• Created and inputted all sales information into PowerPoint for AT&T Leadership Town Hall Meetings

May 2012 - Jan 2013

Performance Manager

Atlanta, Ga, Us

• A local resource responsible for analyzing ad performance and communicating with Media Managers (MMs), Area Sales Managers (ASMs) and Customers1. Online traffic / leads report needs / tracked calls 2. Direct Mail usage and tracking 3. Pay Per Click reporting/Optimization 4. Media spend by accounts 5. Call tracking numbers and target lead programs• Expert on analyzing ad performance factors and delivering leads1. Aggregator of data to assist in creating / retaining customers2. Coordinator of ongoing meetings with ASMs / MMs to target vertical customers3. Responsible to communicate ad performance to customers and MMs4. Empowered to utilize performance levers on an ongoing basis to meet performance targets and maintain strong customer relationships• Facilitator of partnership with other departments 1. Sales Operations2. Credit & Collections3. Customer Service 4. Internet Sales5. Marketing• Record, Analyze & Monitor all current & future Call Valu Tracking numbers (CVTs) for performance1. Create a Performance Manager log documenting all customer issues2. CVT report (ordered vs. fulfilled)3. Create an Escalation report to monitor fulfillment issues4. Record & Monitor Guaranteed Advertising Program (GAP) and Regular CVT monthly performance progress5. Continually monitor customers through the Performance Manager tool6. Record all customer forms for performance advertising in 2011 • Customer and Media Manager Education1. Assist MMs and ASMs with proposals and Return on Investment (ROI) forms to ensure conservative call count expectations2. Assist customers in maximizing the calls they receive by encouraging them to answer every call so they can realize the full value of investing in our product suite3. Encourage customers to utilize our online performance tracking tools4. Year-round follow-up, selling and working with customers on analyzing ad performance and growing their business

Mar 2010 - May 2012

Area Sales Manager - Internet

Atlanta, Ga, Us

• Driving AT&T's advertising revenues & position in the local search market• Fulfilling AT&T's internet sales demands by demonstrating the value of our internet product suite1. Websites2. Search Engine Optimization (SEO)3. Search Engine Marketing (SEM) / Pay Per Click (PPC)4. YP.com - internet listings & placement on the largest and most visited internet directory• Educating our client base on the ever-changing landscape of internet advertising through the means of mobile search on iPhones, Blackberrys and other smartphones as well as AT&T's IPTV (web-based television) called U-Verse.

Jan 2009 - Mar 2010

Sales Associate

Akiba Trading Corporation (Lulu)

• Worked as a sales associate in a high end clothing store• Ranked as top salesman in terms of gross sales from September 2006 – May 2007

Oct 2006 - Jan 2008

Intern Reporter, Producer, Cameraman & Writer

Wlny Tv 10/55

• Interned as an assistant in the TV station’s Sports Department.• Learned how to use and operate a news camera • Helped write, produce and report stories for the sports section of the nightly news.

Jul 2007 - Aug 2007

Volunteer

The Marian Center

• Participated as a teacher’s assistant and counselor in a classroom of special needs children

Jun 2006 - Jun 2007

Intern Reporter & Producer

Pembroke Park, Florida, Us

• Learned all facets of the sports broadcasting industry• Interviewed professional athletes • Edited highlights• Researched topic material• Catalogued and analyzed sporting events

Jul 2006 - Jan 2007

Carpenter

Tilt-Con Corporation

• Built foundations and interior walls of several new office buildings

Jun 2005 - Aug 2005

Volunteer

Villa Maria Nursing Home

• Assisted with inventory in the purchasing department• Delivered supplies to patient’s rooms• Transported patients to and from therapy services• Helped physical therapists guide patients through exercises

Jun 2002 - Aug 2003
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

2 education records

Conor Clancy education

Ba, Psychology

Amherst College

High School

Miami Country Day School
FAQ

Frequently asked questions about Conor Clancy

Quick answers generated from the profile data available on this page.

What company does Conor Clancy work for?

Conor Clancy works for Morgan Stanley.

What is Conor Clancy's role at Morgan Stanley?

Conor Clancy is listed as Vice President at Morgan Stanley at Morgan Stanley.

What is Conor Clancy's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Conor Clancy at Morgan Stanley.

What is Conor Clancy's phone number?

AeroLeads has found 2 phone signal(s) with area code 305 for Conor Clancy at Morgan Stanley.

Where is Conor Clancy based?

Conor Clancy is based in Miami, Florida, United States while working with Morgan Stanley.

What companies has Conor Clancy worked for?

Conor Clancy has worked for Morgan Stanley, Ubs, At&T Global Services, At&T Advertising Solutions, and Akiba Trading Corporation (Lulu).

Who are Conor Clancy's colleagues at Morgan Stanley?

Conor Clancy's colleagues at Morgan Stanley include Timothy J Escobar, Mba, Lewis Roddis, Chinedum Oguonu, Winnie Wu, and Ritika Kedia.

How can I contact Conor Clancy?

You can use AeroLeads to view verified contact signals for Conor Clancy at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Conor Clancy attend?

Conor Clancy holds Ba, Psychology from Amherst College.

What skills is Conor Clancy known for?

Conor Clancy is listed with skills including Leadership, E Commerce, Social Media, Performance, Online Marketing, Account Management, Sales, and Sales Operations.

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