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Michael Clancy Email & Phone Number
Director of Financial Planning
at
Drexel University College of Medicine
1 work email found
@drexelmed.edu
3 phones found area 610
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Financial Planning
Location
Conshohocken, Pennsylvania, United States
Company size
Who is Michael Clancy? Overview
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Quick answer
Michael Clancy is listed as Director of Financial Planning at Drexel University College of Medicine, a company with 1923 employees, based in Conshohocken, Pennsylvania, United States. AeroLeads shows a work email signal at drexelmed.edu, phone signal with area code 610, and a matched LinkedIn profile for Michael Clancy.
Michael Clancy previously worked as Director of Financial Planning at Capital Planning Advisory Group, Inc. and Director of Financial Planning at Heritage Financial Systems. Michael Clancy holds Mba, Finance from Temple University.
Company email context
Email format at Drexel University College of Medicine
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{first}.{last}@drexelmed.edu
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AeroLeads found 1 current-domain work email signal for Michael Clancy. Compare company email patterns before reaching out.
Profile bio
About Michael Clancy
Michael Clancy is a Director of Financial Planning at Drexel University College of Medicine. He possess expertise in strategic financial planning, asset allocation, investments, finance, asset management and 10 more skills.
Listed skills include Strategic Financial Planning, Asset Allocation, Investments, Finance, and 11 others.
Current workplace
Michael Clancy's current company
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Drexel University College Of Medicine
9 roles · 34 years
Michael Clancy work experience
A career timeline built from the work history available for this profile.
Director Of Financial Planning
My full-time focus is to assist all medical students and their families with counseling and financial planning during and after their med-school years. Currently I am developing a financial literacy and debt management curriculum to cover the four years of medical school as well as provide one-on-one counseling to the entire medical school student body..
Director Of Financial Planning
Capital Planning Advisory Group, Inc.
As the Director of Financial Planning, I coordinate all the financial planning activities around our existing and new clients with regards to their retirement needs, estate tax scenarios, cash flow analysis, insurance and education planning as well as asset management and investment research. I am also a Chartered Life Underwriter (CLU) as well as.
Feb 2005 - May 2012
Director Of Financial Planning
Heritage Financial Systems
- Managed new client financial planning activities as well as insurance and estate planning case designs. Constructed investment allocation models, directed Due Diligence Committee efforts involving stock selection and.
- Reduced sub-account trade execution time 50% by restructuring investment provider communications.
- Decreased volatility & enhanced performance by adding foreign investment options to investment models.
- Improved client management efforts by implementing centralized database tying client data with investment and tax information.
Oct 2004 - Jan 2005
Financial Advisor
Developed new client relationshipsIndividually tailored comprehensive financial plansDesigned and facilitated seminars and workshops
Sep 2003 - Sep 2004
Financial Planner
Developed and delivered over 400 limited-engagement financial plans to clients nationwide representing $500+ million in investment assets by providing asset allocation investment advice in a tax-efficient, diversified, and risk reduced manner while addressing retirement, estate, and education planning needs.Enhanced management assignment and resource.
Jun 2000 - Sep 2003
Financial Analyst
Advanta Corporation.
Coordinated Transfer Pricing among Advanta's core product lines (Consumer Credit, Mortgage, Business Leasing).
1997 - 1998
~1 yr
Associate
Purchasing Group Inc.
Ran multi-million dollar national and international purchasing initiatives across multiple products and services.
1996 - 1997
~1 yr
Sr. Reports Analyst
Federal Reserve Bank Of Philadelphia
Responsible for Reg D. filing of all finanical institutions in the Third Federal Reserve District providing reliable data for the foundation of the money supply data. Lead credit card analyst on Reg D filing of credit card institutions in the state of Delaware.
1992 - 1996
~4 yrs
4 education records
Michael Clancy education
Mba, Finance
B.S., Economics, Finance
High School Diploma, College Prep
Lasalle College H.S.
Education record
FAQ
Frequently asked questions about Michael Clancy
Quick answers generated from the profile data available on this page.
What company does Michael Clancy work for?
Michael Clancy works for Drexel University College of Medicine.
What is Michael Clancy's role at Drexel University College of Medicine?
Michael Clancy is listed as Director of Financial Planning at Drexel University College of Medicine.
What is Michael Clancy's email address?
AeroLeads has found 1 work email signal at @drexelmed.edu for Michael Clancy at Drexel University College of Medicine.
What is Michael Clancy's phone number?
AeroLeads has found 3 phone signal(s) with area code 610 for Michael Clancy at Drexel University College of Medicine.
Where is Michael Clancy based?
Michael Clancy is based in Conshohocken, Pennsylvania, United States while working with Drexel University College of Medicine.
What companies has Michael Clancy worked for?
Michael Clancy has worked for Drexel University College Of Medicine, Capital Planning Advisory Group, Inc., Heritage Financial Systems, Merrill Lynch, and The Vanguard Group.
How can I contact Michael Clancy?
You can use AeroLeads to view verified contact signals for Michael Clancy at Drexel University College of Medicine, including work email, phone, and LinkedIn data when available.
What schools did Michael Clancy attend?
Michael Clancy holds Mba, Finance from Temple University.
What skills is Michael Clancy known for?
Michael Clancy is listed with skills including Strategic Financial Planning, Asset Allocation, Investments, Finance, Asset Management, Financial Advisory, Investment Advisory, and Estate Planning.
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