Michael Clancy Email & Phone Number
Director of Financial Planning @ Drexel University College of Medicine
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Michael Clancy Location
- Conshohocken, PA, US
Michael Clancy Work
- 2012 -now Director of Financial Planning @
- 2005 -2012 Director of Financial Planning @ Capital Planning Advisory Group, Inc.
- 2004 -2005 Director of Financial Planning @ Heritage Financial Systems
- 2003 -2004 Financial Advisor @
- 2000 -2003 Financial Planner @
- 1997 -1998 Financial Analyst @ Advanta Corporation.
- 1996 -1997 Associate @ Purchasing group Inc.
- 1992 -1996 Sr. Reports Analyst @ Federal Reserve Bank of Philadelphia
Michael Clancy Education
- Temple University
MBA (Finance)
1993-1996 - Villanova University
B.S. (Economics, Finance)
1988-1992 - LaSalle College H.S.
High School Diploma (College Prep)
1984-1988 - The American College of Financial Services
Michael Clancy Skills
- Investment Advisory
- Estate Planning
- Financial Planning
- Strategic Financial Planning
- Asset Allocation
- Retirement
- Financial Advisory
- Asset Management
- Due Diligence
- Investments
- Finance
- Portfolio Management
- Financial Planners
- Mutual Funds
- Wealth Management
- Consulting
- Planning
- Fixed Annuities
- Prospects
- Units
- Credit Cards
- Nasd
- Insurance
- Vendors
- Cold Calling
- Net
- Cost
- Introducing
- Projection
- Temporary Placement
- Facilitation
- Liability
- Merrill Lynch
- Management
- Design
- Insurance Planning
- ALM
- Science
- Funding
- CRM
- Worksheets
- Resource Allocation
- Investment Management
- Transfer Pricing
- Accounting
- Workflow
- Issuer
- Pennsylvania
- Retirement Planning
- Seminars
- Profit
- Philadelphia
- Networking
- Federal Reserve
- Forecasting
- Customer Satisfaction
- System
- CLU
- Business Services
- Data Recovery
- Offering
- Individual Life
- Reports
- Organizational Restructuring
- Supervision
- Life Insurance
- Inventory
- Balance Sheet
- Budgeting
- Foreign Investment
- Variable
- Training
- Point of Contact
- Certified Financial Planner
- Staff Training
- Project Management
- Reporting
- Analysis
- Financial Systems
- R
- Contingency Planning
- Verizon
- Jersey
- Cash Flow
- Economics
- Strategic Business
- Coordination
- Medical Education
- Direct Mail Campaigns
- Adverse Events
- Y2k
- Client Services
- Communication
- Licensing
- Workshops
- Client Education
- Licensure
- Data Security
- Stock Research
- Transmissions
- Project Planning
- Remediation
- House
- Facilities Management
- Fourth
- Strategic Financial
- Compensation
- Cultural Heritage
- Presentations
- Computer Proficiency
- Buildings
- Business Units
- Purchasing
- Efficient
- Account Management
- Trust
- History
- Tax
- Reviews
- Electronics
- Windows CE
- Concerts
- Morningstar
- Expense Allocation
- Addressing
- Volatility
- Stocks
- Program Management
- Rate
- Special Projects
- Asset
- Interest Rates
- Budgets
- Risk
- Trading
- Conceptual Modeling
- Planners
- Liabilities
- Recruiting
- Series 7
- Databases
Michael Clancy Summary
- Michael Clancy, based in Conshohocken, PA, US, is currently a Director of Financial Planning at Drexel University College of Medicine. Michael Clancy brings experience from previous roles at Capital Planning Advisory Group, Inc., Heritage Financial Systems, Merrill Lynch and The Vanguard Group. Michael Clancy holds a 1993 - 1996 MBA in Finance @ Temple University. With a robust skill set that includes Investment Advisory, Estate Planning, Financial Planning, Strategic Financial Planning, Asset Allocation and more. Michael Clancy has 2 emails and 3 mobile phone numbers on RocketReach.
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