Christie Bonacci, CPA/PFS, RICP® in

Christie Bonacci, CPA/PFS, RICP®

Activist · DISC type Cd
Head of Advisory at BlueSky Wealth Advisors
📍 New Bern, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Head of Advisory
Job Level
Mid-senior
Location
New Bern, North Carolina, United States
Personality Overview

How Christie shows up

Meticulous
Logical And Quick
Perfectionist

They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Christie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2023
Head of Advisory
BlueSky Wealth Advisors
1-2022
Senior Wealth Advisor
BlueSky Wealth Advisors
10-2020 - 1-2022
Wealth Advisor
BlueSky Wealth Advisors
5-2019 - 10-2022
Adjunct Professor
UNC Kenan-Flagler Business School
10-2018 - 6-2019
Audit Assistant
Deloitte & Touche, LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2018
Master of Accounting
UNC Kenan-Flagler Business School
1998 - 2000
Bachelor of Science (B.S.)
Park University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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