Roberto A Bernal Email
Founder and CEO @ Lyon Bern, LLC
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Roberto A Bernal Location
- San Juan, Puerto Rico
Roberto A Bernal Work
- Founder and CEO @ (January 2020 - Present)
- Vice President @ (October 2016 - December 2019)
- Financial Advisor @ (June 2014 - October 2016)
- Mutual Fund Accountant @ (July 2013 - June 2014)
Roberto A Bernal Education
- University of Dayton
Bachelor of Science (Business Administration, Major in Finance)
2009-2013 - Polytechnic University of Puerto Rico
(Civil Engineering)
2008-2009
Roberto A Bernal Skills
- Asset Allocation Strategies
- Strategic Financial Planning
- Risk Management
- Retirement Planning Strategies
- Business Succession Strategies
- Employee Benefits Strategies
- Estate Planning Strategies
Roberto A Bernal Summary
- Roberto A Bernal, based in San Juan, Puerto Rico, is currently a Founder and CEO at Lyon Bern, LLC. Roberto A Bernal brings experience from previous roles at Trust MD Corp., AXA Advisors, LLC and Santander Asset Management. Roberto A Bernal holds a 2009 - 2013 Bachelor of Science in Business Administration, Major in Finance @ University of Dayton. With a robust skill set that includes Asset Allocation Strategies, Strategic Financial Planning, Risk Management, Retirement Planning Strategies, Business Succession Strategies and more. Roberto A Bernal has 3 emails on RocketReach.
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Top Lyon Bern, LLC Employees
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