Julia Neal Danklef

Principal, Vice President at AB Bernstein

Julia Neal Danklef's work experience starts with their position at Merrill Lynch Pierce Fenner & Smith in 1983 as a Financial Consultant. Julia Neal then moved to Kidder Peabody & Co in 1986 as a Financial Advisor. In 1988, Danklef joined The First Boston Corporation as an Assistant VP Financial Services Advisor. Julia Neal then transitioned to Smith Barney, Harris Upham & Co, followed by Sanford C. Bernstein & Co., Inc. where they served as a VP Financial Services Advisor/ Wealth Management. In 2007, Danklef became a Director at Bernstein Global Wealth Management. Julia Neal later worked as a Managing Director, Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management, before rejoining AB Bernstein in 2015 as a Principal, Vice President. Throughout their career, Danklef has provided investment and wealth planning advice to individuals, families, and various organizations.

Julia Neal Danklef's education history is as follows:

From 1981 to 1983, Julia Neal Danklef attended The University of Tulsa and obtained a Master of Music degree in Piano Performance. Their field of study was Music Performance, General. Prior to that, from 1978 to 1981, they also attended The University of Tulsa and completed a Masters in Piano Performance, specializing in Piano Performance. In 1977 and 1978, Julia Neal Danklef studied at The University of Oklahoma, focusing on Music, specifically Piano Performance, but did not receive a degree.

Additionally, Julia Neal Danklef has obtained certifications in various financial areas from FINRA, including Series 7, 9, 10, 31, and 65. However, the specific time and year of obtaining these certifications are not provided.

Links

Timeline

  • Principal, Vice President

    May, 2015 - present

  • VP Financial Services Advisor Wealth Management

    May, 1990

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