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
- Head of Advisory @ (February 2023 - Present)
- Senior Wealth Advisor @ (January 2022 - Present)
- Wealth Advisor @ (October 2020 - January 2022)
- Associate Wealth Advisor @ (June 2019 - October 2020)
- Adjunct Professor @ (May 2019 - October 2022)
- Audit Assistant @ Deloitte & Touche, LLP (October 2018 - June 2019)
- Vice President and Financial Advisor @ (March 2017 - October 2017)
- Accounting Administrator @ (September 2013 - February 2017)
- Accountant @ Annunciation Catholic Church & School (January 2005 - December 2011)
Christie Bonacci Education
- UNC Kenan-Flagler Business School
Master of Accounting (Auditing)
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 Master of Accounting in Auditing @ UNC 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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