Julia Danklef Email & Phone Number
Principal, Vice President @ AB Bernstein
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Julia Danklef Location
- Dallas, TX, US
Julia Danklef Work
- Principal, Vice President @ (May 2015 - Present)
- Managing Director, Private Client Advisor @ (October 2011 - May 2015)
- Dir Financial Services Advisor | Personal Business Financial Representative | Wealth Management @ (September 2007 - October 2011)
- VP Financial Services Advisor and Wealth Management @ (May 1990 - January 2007)
- VP Financial Services Advisor | Wealth Management @ Smith Barney, Harris Upham & Co (January 1989 - January 1990)
- Asst VP Financial Services Advisor | Wealth Management @ (January 1988 - January 1989)
- Financial Advisor | Wealth Management @ (March 1986 - January 1988)
- Financial Consultant @ (June 1983 - December 1985)
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
- Financial Services
- Strategic Financial Planning
- Estate Planning
- Mutual Funds
- Personal Finance
- Wealth Accumulation
- Asset Managment
- Equities
- Alternative Investments
- Financial Planners
- Financial Advisory
- Wealth Management Services
- Series 7
- Hedge Funds
- Private Equity
- Sales
- Business Analysis
- Business Development
- Marketing
- Financial Analysis
- Services
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 in Piano Performance, 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 2 mobile phone numbers on RocketReach.
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