Julia Danklef Location
Dallas, TX, US
Julia Danklef Work
- 2015 - now Principal, Vice President @ AB Bernstein
- 2011 - 2015 Managing Director, Private Client Advisor @ U.S. Trust
- 2007 - 2011 Dir Financial Services Advisor | Personal Business Financial Representative | Wealth Management @ Bernstein Private Wealth Management
- 1990 - 2007 VP Financial Services Advisor and Wealth Management @ AB Bernstein
- 1989 - 1990 VP Financial Services Advisor | Wealth Management @ Smith Barney, Harris Upham & Co
- 1988 - 1989 Asst VP Financial Services Advisor | Wealth Management @ FIRST BOSTON
- 1986 - 1988 Financial Advisor | Wealth Management @ Kidder Peabody
- 1983 - 1985 Financial Consultant @ Merrill Lynch
Julia Danklef Education
- The University of Tulsa
Master of Music, Piano Performance (Music Performance, General)
1981 - 1983 - The University of Tulsa
Masters in Piano Performance (Piano Performance)
1978 - 1981 - The Universitry of Oklahoma
(Music, Piano Performance)
1977 - 1978
Julia Danklef Skills
- Investments
- Wealth Management
- Finance
- Wealth
- Retirement
- Asset Management
- Portfolio Management
- Asset Allocation
- Retirement Planning
- Management
Julia Danklef Summary
Julia Danklef, based in Dallas, TX, US, is currently a Principal, Vice President at AB Bernstein. Julia Danklef brings experience from previous roles at U.S. Trust, Bank of America Private Wealth Management, Bernstein Global Wealth Management, Sanford C. Bernstein & Co., Inc. and Smith Barney, Harris Upham & Co. Julia Danklef holds a 1981 - 1983 Master of Music, Piano Performance in Music Performance, General @ The University of Tulsa. With a robust skill set that includes Investments, Wealth Management, Finance, Wealth, Retirement and more. Julia Danklef has 1 emails and 1 mobile phone numbers on RocketReach.
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Julia Danklef
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