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 company 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.
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 →
John Cruz
Colleague at Bluesky Wealth AdvisorsPleasanton, California, United States, United States
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MS
Morgan Styron
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States, United States
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JM
Johanna Mussro
Colleague at Bluesky Wealth AdvisorsPlano, Texas, United States, United States
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TC
Tiffany Cassell, Cpb
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States, United States
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CJ
Caroline Jones, Cfp®, Ms, Ea, Cdfa®
Colleague at Bluesky Wealth AdvisorsKennesaw, Georgia, United States, United States
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TH
Tara Hughes, Cpa/Pfs, Cgma
Colleague at Bluesky Wealth AdvisorsUnited States, United States
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MS
Molly Sutz, Cfp®, M.S., Afc®
Colleague at Bluesky Wealth AdvisorsAthens, Georgia, United States, United States
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CB
Christina Boland
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States, United States
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MC
Madison Carneiro, Fpqp™
Colleague at Bluesky Wealth AdvisorsUnited States, United States
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HL
Haley Lugo-Pichardo
Colleague at Bluesky Wealth AdvisorsNew Bern, North Carolina, United States, 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 John Cruz, Morgan Styron, Johanna Mussro, Tiffany Cassell, Cpb, 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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