Joseph C. Bonacci has over 10 years of experience in finance, consulting, and marketing. He holds an MBA from the University of Pittsburgh with a concentration in finance. His experience includes conducting financial analysis and developing investment recommendations for clients as a financial advisor, as well as performing statistical analysis and developing cost reduction recommendations as a consultant for Bayer.
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Joseph C. Bonacci has over 10 years of experience in finance, consulting, and marketing. He holds an MBA from the University of Pittsburgh with a concentration in finance. His experience includes conducting financial analysis and developing investment recommendations for clients as a financial advisor, as well as performing statistical analysis and developing cost reduction recommendations as a consultant for Bayer.
Joseph C. Bonacci has over 10 years of experience in finance, consulting, and marketing. He holds an MBA from the University of Pittsburgh with a concentration in finance. His experience includes conducting financial analysis and developing investment recommendations for clients as a financial advisor, as well as performing statistical analysis and developing cost reduction recommendations as a consultant for Bayer.
Copyright:
Attribution Non-Commercial (BY-NC)
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Download as DOC, PDF, TXT or read online from Scribd
Joseph C. Bonacci has over 10 years of experience in finance, consulting, and marketing. He holds an MBA from the University of Pittsburgh with a concentration in finance. His experience includes conducting financial analysis and developing investment recommendations for clients as a financial advisor, as well as performing statistical analysis and developing cost reduction recommendations as a consultant for Bayer.
Copyright:
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JOSEPH C.
BONACCI
1410 Carson Street (570)-446-9812
Pittsburgh, PA 15203 jcbonacci1@yahoo.com
EDUCATION UNIVERSITY OF PITTSBURGH, Pittsburgh, PA
Joseph M. Katz Graduate School of Business Master of Business Administration, April 2011 Concentration: Finance Member: Finance Club
UNIVERSITY OF PITTSBURGH, Pittsburgh, PA
Bachelor of Arts – History/Economics, December 2004 Cumulative GPA 3.11 Member: Sigma Chi Fraternity
EXPERIENCE BAYER: MATERIAL SCIENCE DIVISION Pittsburgh, PA
Consulting Field Project September 2009 - December 2009 •Developed recommendations to reduce cost of sending raw material samples to customers, which were presented to management • Performed financial statement analysis of Bayer, as well as industry competitors, to compare cost structures • Performed statistical analysis of industry and company data collected from phone and internet surveys to identify relationship between sampling and purchasing
AMERIPRISE FINANCIAL Scranton, PA; Honolulu, HI
Financial Advisor December 2004 – December 2008 • Conducted asset allocation and investment research of mutual funds, equities, exchange traded funds, non-publicly traded REITS, certificates of deposit and variable annuities for financial advisory practices which managed $102 million and $54 million, respectively • Developed recommendations for 120 financial plans, totaling $43 million that addressed investment allocation, tax strategy, estate planning, life, disability, long-term care insurance and cash flow • Conducted 10 client appointments per week • Fielded client phone calls regarding investment allocation, current economic events, administrative issues, tax strategy, insurance and estate planning • Processed client orders and trades for 250 clients
IMPACT AGENCY London, UK
Marketing Intern June 2004 – August 2004
• Developed billboard and magazine ad campaigns throughout London for Nestle, Feasters and Renault • Contacted various media outlets and journalists who covered food and beverages to place ads and raise brand awareness for Nestle, Feasters, and Renault
ADDITIONAL CFA Level II Candidate
DATA Software Skills: Lotus Notes, Morningstar Advisor Workstation, NaviPlan, PHStat2 Licenses: FINRA Series 7, FINRA Series 66, Pennsylvania Life, Accident, Health Insurance