Phil Bonelli Email & Phone Number
Financial Advisor @ myCIO Wealth Partners
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Phil Bonelli Location
- Philadelphia, PA, US
Phil Bonelli Work
- 2007 -now Financial Advisor @
- 2005 -2007 Financial Advisor @
- 1997 -2004 Service Director @
Phil Bonelli Education
- Saint Joseph's University - Erivan K. Haub School of Business
MBA (Finance)
2001-2003 - Villanova University
BS (Accounting)
1993-1997
Phil Bonelli Skills
- Investments
- Alternative Investments
- Strategic Financial Planning
- Wealth Management
- Hedge Funds
- Equities
- Asset Allocation
- Fixed Income
- Investment Strategies
- Mutual Funds
- Portfolio Management
- Bloomberg
- Retirement Planning
- Financial Analysis
- Financial Services
- Securities
- Strategic Financial
Phil Bonelli Summary
- Phil Bonelli, based in Philadelphia, PA, US, is currently a Financial Advisor at myCIO Wealth Partners. Phil Bonelli brings experience from previous roles at PricewaterhouseCoopers and SEI Investments. Phil Bonelli holds a 2001 - 2003 MBA in Finance @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Investments, Alternative Investments, Strategic Financial Planning, Wealth Management, Hedge Funds and more. Phil Bonelli has 2 emails and 1 mobile phone numbers on RocketReach.
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