Conor Clancy Email & Phone Number
@morganstanley.com
2 phones found area 305
LinkedIn matched
Who is Conor Clancy? Overview
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Conor Clancy is listed as Vice President at Morgan Stanley at Morgan Stanley, a company 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.
Email format at Morgan Stanley
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AeroLeads found 1 current-domain work email signal for Conor Clancy. Compare company email patterns before reaching out.
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.
Conor Clancy's current company
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Conor Clancy work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Financial Advisor
Conor is primarily responsible for developing the team’s investment management strategies as well as managing the team's web-based technology services.
Enterprise Sales Account Manager
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.
Sales Executive - Premier Client Group
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.
Sales Account Manager - Acquisition - Premier Client Group
Sales Planning Manager - Premier Client Group
- 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.
- 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
Performance Manager
- 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.
- 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..
- 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.
- 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.
Area Sales Manager - Internet
- 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.
- 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.
Sales Associate
- 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
Intern Reporter, Producer, Cameraman & Writer
- 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.
Volunteer
- Participated as a teacher’s assistant and counselor in a classroom of special needs children
Intern Reporter & Producer
- Learned all facets of the sports broadcasting industry
- Interviewed professional athletes
- Edited highlights
- Researched topic material
- Catalogued and analyzed sporting events
Carpenter
- Built foundations and interior walls of several new office buildings
Volunteer
- 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
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 501 employees →
Jeff Howard
Colleague at Morgan Stanley
New York, New York, United States, United States
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JW
Josh Wagner
Colleague at Morgan Stanley
Rexburg, Idaho, United States, United States
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MU
Maxwell Uribe
Colleague at Morgan Stanley
New York City Metropolitan Area, United States, United States
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CB
Cristen Brady
Colleague at Morgan Stanley
Bronx, New York, United States, United States
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PK
Paromita Karmakar
Colleague at Morgan Stanley
Kolkata, West Bengal, India, India
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ML
Megan Luca
Colleague at Morgan Stanley
New York City Metropolitan Area, United States
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QS
Quadeer Shaikh
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
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AV
Anthony Vitagliano
Colleague at Morgan Stanley
Ocean City, New Jersey, United States, United States
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DH
David Hanson
Colleague at Morgan Stanley
East Grinstead, England, United Kingdom, United Kingdom
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IÁ
Ilona Ágnes Németh
Colleague at Morgan Stanley
Hungary, Hungary
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Conor Clancy education
Ba, Psychology
High School
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 Jeff Howard, Josh Wagner, Maxwell Uribe, Cristen Brady, and Paromita Karmakar.
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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