Roberto Bernal's Location
San Juan, Puerto Rico
Roberto Bernal's Work
- President and CEO @ Lyon Bern, LLC
- Vice President @ Trust MD Corp.
- Financial Advisor @ AXA Advisors, LLC
- Mutual Fund Accountant @ Santander Asset Management
Roberto Bernal's Education
- University of Dayton
Bachelor of Science (Business Administration, Major in Finance)
2009 - 2013 - Polytechnic University of Puerto Rico
Civil Engineering (3.75 GPA)
2008 - 2009
Roberto Bernal's Skills
- Strategic Financial Planning
- Risk Management
- Business Succession Strategies
- Estate Planning Strategies
- Retirement Planning Strategies
- Employee Benefits Strategies
- Asset Allocation Strategies
Roberto Bernal's Summary
Roberto Bernal, based in San Juan, Puerto Rico, is currently a President and CEO at Lyon Bern, LLC, bringing experience from previous roles at Trust MD Corp., AXA Advisors, LLC and Santander Asset Management. Roberto Bernal holds a 2009 - 2013 Bachelor of Science in Business Administration, Major in Finance @ University of Dayton. With a robust skill set that includes Strategic Financial Planning, Risk Management, Business Succession Strategies, Estate Planning Strategies, Retirement Planning Strategies and more, Roberto Bernal contributes valuable insights to the industry. Roberto Bernal has 2 emails on RocketReach.
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