Christie Bonacci Email & Phone Number
Head of Advisory @ BlueSky Wealth Advisors
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Christie Bonacci Location
- New Bern, NC, US
Christie Bonacci Work
- 2023 -now Head of Advisory @
- 2022 -now Senior Wealth Advisor @
- 2019 -2022 Adjunct Professor @
- 2019 -2020 Associate Wealth Advisor @
- 2020 -2022 Wealth Advisor @
- 2018 -2019 Audit Assistant @ Deloitte & Touche, LLP
- 2017 -2017 Vice President and Financial Advisor @
- 2013 -2017 Accounting Administrator @
- 2005 -2011 Accountant @ Annunciation Catholic Church & School
Christie Bonacci Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2017-2018
- Park University
Bachelor of Science (B.S.) (Accounting and Business/Management)
1998-2000 - University at Buffalo 1996-1997
- Boston College Carroll School of Management 1993-1995
Christie Bonacci Skills
- Tax-advantaged Investment Strategies
- Personal Tax Planning
- Business Tax Planning
- Portfolio Management
- Investment Strategies
- Small Business Retirement Planning
- Retirement Planning
- Estate Planning
- Investment Planning
- Education Planning
- Data Collection
- Risk Analysis
- QuickBooks
- Budgeting
- Strategy
- Generally Accepted Accounting Principles (GAAP)
- Investments
- Tax
Christie Bonacci Summary
- Christie Bonacci, based in New Bern, NC, US, is currently a Head of Advisory at BlueSky Wealth Advisors. Christie Bonacci brings experience from previous roles at BlueSky Wealth Advisors and UNC Kenan-Flagler Business School. Christie Bonacci holds a 2017 - 2018 University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Tax-advantaged Investment Strategies, Personal Tax Planning, Business Tax Planning, Portfolio Management, Investment Strategies and more. Christie Bonacci has 2 emails and 1 mobile phone numbers on RocketReach.
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