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