Joseph Bonacci Email & Phone Number
Chief Investment Officer @ Sierra Ridge Wealth Management
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Joseph Bonacci Location
- Sacramento, CA, US
Joseph Bonacci Work
- Chief Investment Officer @ (June 2022 - Present)
- Director of Investment Research @ (December 2017 - May 2022)
- Investment Analyst @ (November 2013 - May 2017)
- Equity Research Analyst @ (February 2012 - October 2013)
- Portfolio Analyst @ Ameriprise Financial Services, LLC (January 2005 - December 2008)
Joseph Bonacci Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
Master of Business Administration - MBA (Accounting and Finance)
2009-2011 - University of Pittsburgh
Bachelor of Arts - BA
2004
Joseph Bonacci Skills
- Bloomberg Terminal
- Chartered Financial Analyst
- Company Valuation
- Equity Research
- Financial Modeling
- Fundamental Analysis
- Stock Valuation
- Value-at-Risk (VAR) Calculations
Joseph Bonacci Summary
- Joseph Bonacci, based in Sacramento, CA, US, is currently a Chief Investment Officer at Sierra Ridge Wealth Management. Joseph Bonacci brings experience from previous roles at Northwestern Mutual, Integrated Capital Management, Inc., Biondo Investment Advisors, LLC* and Ameriprise Financial Services, LLC. Joseph Bonacci holds a 2009 - 2011 Master of Business Administration - MBA in Accounting and Finance @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Bloomberg Terminal, Chartered Financial Analyst, Company Valuation, Equity Research, Financial Modeling and more. Joseph Bonacci has 1 mobile phone numbers on RocketReach.
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Top Sierra Ridge Wealth Management Employees
Joseph Bonacci
Chief Investment Officer
Sacramento, CA, US
Melissa Smentek
Office Manager
Sacramento, CA, US
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