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.
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AB Bernstein
Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. Our research and trading capabilities are sought out by leading investment managers around the world, and we are annually ranked at the top of our industry by acknowledged arbiters. In independent surveys of major institutional clients, Bernstein's research is ranked #1 for overall quality, industry knowledge, most trusted, best detailed financial analysis, major company studies, most useful valuation frameworks and best original research. In Institutional Investor’s latest annual client survey, the leading survey by which research analysts in our industry are evaluated, over 90% of our U.S. analysts and the majority of our European Analysts were recognized as among the best in their respective fields – more than any other firm in our industry. We began operations in Hong Kong in 2010, and now cover a range of sectors across Asia. Our European research team is also home to Extel's #1-ranked analyst across Europe. In April 2019 we acquired Autonomous Research, a highly regarded global financial services independent research firm. The combination of Bernstein and Autonomous solidifies our standing as the largest global independent research firm. Research has always been Bernstein's calling card. The brand is defined by our renowned Blackbooks, known for their unbiased, in-depth company and industry forecasts. We have a community of Research Analysts who are acknowledged thought leaders that typically have many years of experience in the industries they cover. Our reputation is for the very highest caliber of independent and disciplined investment and industry analysis. We are a wholly-owned subsidiary of our buy-side parent, AB.