Christie Bonacci, Cpa/Pfs Email & Phone Number
@blueskywa.com
2 phones found area 252
LinkedIn matched
Who is Christie Bonacci, Cpa/Pfs? Overview
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Christie Bonacci, Cpa/Pfs is listed as Partner, Senior Wealth Advisor at BlueSky Wealth Advisors at BlueSky Wealth Advisors, a with 23 employees, based in New Bern, North Carolina, United States. AeroLeads shows a work email signal at blueskywa.com, phone signal with area code 252, and a matched LinkedIn profile for Christie Bonacci, Cpa/Pfs.
Christie Bonacci, Cpa/Pfs previously worked as Senior Wealth Advisor at Bluesky Wealth Advisors and Wealth Advisor at Blueskywealthadvisors. Christie Bonacci, Cpa/Pfs holds Master Of Accounting, Auditing, 4.0 from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.
Email format at BlueSky Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Christie Bonacci, Cpa/Pfs. Compare company email patterns before reaching out.
About Christie Bonacci, Cpa/Pfs
I earned the Master of Accounting Valedictorian Award at UNC Kenan-Flagler Business School in 2018.
Listed skills include Quickbooks.
Christie Bonacci, Cpa/Pfs's current company
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Christie Bonacci, Cpa/Pfs work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Associate Wealth Advisor
Audit Assistant
Vice President And Financial Advisor
• Provide retirement and estate planning, investment advice, and tax strategies for 85+ high wealth clients with $30M in assets under management as a Series 65 licensed investment advisor• Coordinate portfolio reviews with clients to regularly evaluate performance and achieve financial goals• Review client’s portfolio performance with them and inform them about risk, return, and value investing • Generate new clients using personal, face-to-face approach that builds trust and emphasizes personal serviceTESTIMONIALS ARE NOT PERMITTED BY LAW:The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of Altrius Capital Management, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Altrius Capital Management with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site. See lessSee less of undefined summary
Accounting Administrator
• Performed all financial duties in the agency including: petty cash, commissions, bank reconciliations, insurance, employee reimbursements, budgets, and preparing financial statements • Processed all accounts payables and receivables • Generated monthly balance sheet, income statement, commission reports, and expense reports • Processed, tracked, and retrieved missing commissions for over 4,000 Blue Cross Blue Shield policies increasing annual commissions by approximately $70,000
Accountant
• Prepared, analyzed, and distributed monthly, quarterly, and annual financial reports for pastor, principal, parish finance council and school advisory committee • Supported and co-led a team of 100+ volunteers in raising $1.5M for a capital campaign in Havelock, NC • Collected campaign pledges of $1.5M with a redemption rate of 98.7%
Colleagues at BlueSky Wealth Advisors
Other employees you can reach at blueskywa.com. View company contacts for 23 employees →
Haley Lugo-Pichardo
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States
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JS
John Staton
Colleague at Bluesky Wealth AdvisorsUnited States
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DB
David Blain, Cfa
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States
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MC
Madison Carneiro, Fpqp™
Colleague at Bluesky Wealth AdvisorsUnited States
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CJ
Caroline Jones, Cfp®, Ms, Ea, Cdfa®
Colleague at Bluesky Wealth AdvisorsKennesaw, Georgia, United States
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TH
Tara Hughes, Cpa/Pfs, Cgma
Colleague at Bluesky Wealth AdvisorsUnited States
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JC
John Cruz
Colleague at Bluesky Wealth AdvisorsPleasanton, California, United States
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TC
Tiffany Cassell, Cpb
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States
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MS
Molly Sutz, Cfp®, M.S., Afc®
Colleague at Bluesky Wealth AdvisorsAthens, Georgia, United States
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MS
Morgan Styron
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States
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Christie Bonacci, Cpa/Pfs education
Master Of Accounting, Auditing, 4.0
Bachelor Of Science (B.S.), Accounting And Business/Management
Education record
Education record
Frequently asked questions about Christie Bonacci, Cpa/Pfs
Quick answers generated from the profile data available on this page.
What company does Christie Bonacci, Cpa/Pfs work for?
Christie Bonacci, Cpa/Pfs works for BlueSky Wealth Advisors.
What is Christie Bonacci, Cpa/Pfs's role at BlueSky Wealth Advisors?
Christie Bonacci, Cpa/Pfs is listed as Partner, Senior Wealth Advisor at BlueSky Wealth Advisors at BlueSky Wealth Advisors.
What is Christie Bonacci, Cpa/Pfs's email address?
AeroLeads has found 1 work email signal at @blueskywa.com for Christie Bonacci, Cpa/Pfs at BlueSky Wealth Advisors.
What is Christie Bonacci, Cpa/Pfs's phone number?
AeroLeads has found 2 phone signal(s) with area code 252 for Christie Bonacci, Cpa/Pfs at BlueSky Wealth Advisors.
Where is Christie Bonacci, Cpa/Pfs based?
Christie Bonacci, Cpa/Pfs is based in New Bern, North Carolina, United States while working with BlueSky Wealth Advisors.
What companies has Christie Bonacci, Cpa/Pfs worked for?
Christie Bonacci, Cpa/Pfs has worked for Bluesky Wealth Advisors, Blueskywealthadvisors, Unc Kenan-Flagler Business School, Deloitte & Touche, Llp, and Altrius Capital Management, Inc..
Who are Christie Bonacci, Cpa/Pfs's colleagues at BlueSky Wealth Advisors?
Christie Bonacci, Cpa/Pfs's colleagues at BlueSky Wealth Advisors include Haley Lugo-Pichardo, John Staton, David Blain, Cfa, Madison Carneiro, Fpqp™, and Caroline Jones, Cfp®, Ms, Ea, Cdfa®.
How can I contact Christie Bonacci, Cpa/Pfs?
You can use AeroLeads to view verified contact signals for Christie Bonacci, Cpa/Pfs at BlueSky Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Christie Bonacci, Cpa/Pfs attend?
Christie Bonacci, Cpa/Pfs holds Master Of Accounting, Auditing, 4.0 from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.
What skills is Christie Bonacci, Cpa/Pfs known for?
Christie Bonacci, Cpa/Pfs is listed with skills including Quickbooks.
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