AeroLeads people directory · profile
Roberto A Bernal Email & Phone Number
Founder and CEO
at
Lyon Bern, LLC
1 work email found
@lyonbern.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
San Juan, Puerto Rico
Company size
Who is Roberto A Bernal? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Roberto A Bernal is listed as Founder and CEO at Lyon Bern, LLC, a with 5 employees, based in San Juan, Puerto Rico. AeroLeads shows a work email signal at lyonbern.com and a matched LinkedIn profile for Roberto A Bernal.
Roberto A Bernal previously worked as President & CEO at Lyon Bern, Llc and Vice President at Trust Md Corp.. Roberto A Bernal holds Bachelor Of Science, Business Administration, Major In Finance from University Of Dayton.
Company email context
Email format at Lyon Bern, LLC
This section adds company-level context without repeating Roberto A Bernal's masked contact details.
{first_initial}{last}@lyonbern.com
89% confidence
AeroLeads found 1 current-domain work email signal for Roberto A Bernal. Compare company email patterns before reaching out.
Profile bio
About Roberto A Bernal
As a wealth and investment advisor I am dedicated to the architecture and design of sophisticated and tailored financial and investment strategies based on each of our clients needs and goals. Working as fiduciaries, we use technical and fundamental analysis to build and manage dedicated investment portfolios combining both active and passive investment styles.My professional experience began as soon as I graduated from the University of Dayton, Ohio, and quickly began acquiring experience in finance, accounting, and portfolio management. My goal is to continue building and enhancing our teams and services with the objective of better serving our clients during these continuing changing times.
Listed skills include Asset Allocation Strategies, Strategic Financial Planning, Risk Management, Retirement Planning Strategies, and 3 others.
Current workplace
Roberto A Bernal's current company
Company context helps verify the profile and gives searchers a useful next step.
Lyon Bern, Llc
5 roles
Roberto A Bernal work experience
A career timeline built from the work history available for this profile.
Vice President
Oct 2016 - Jun 2020
Financial Advisor
Jun 2014 - Oct 2016
Mutual Fund Accountant
As a Fund Accountant I was responsible for all operational aspects of the day-to-day finance and accounting for two mutual funds from the First Puerto Rico Family of Funds of Santander Asset Management. I also calculated daily Net Asset Values of their investment portfolios, recorded all inflows and outflows of funds due to purchases and redemptions of shares by investors, forecasted and recorded all income such as dividends and interest, Interacted with traders and recorded all securities transactions on a daily basis, calculated accrued interest on bonds and other similar fixed income securities, and tracked distributions of income and capital gains made to share holders of the fund, and performed cash analysis by reconciliations between Santander Asset Management, brokers and custody holder.
Jul 2013 - Jun 2014
Team & coworkers
Colleagues at Lyon Bern, LLC
Other employees you can reach at lyonbern.com. View company contacts for 5 employees →
2 education records
Roberto A Bernal education
Bachelor Of Science, Business Administration, Major In Finance
Civil Engineering, 3.75 Gpa
Polytechnic University Of Puerto Rico
FAQ
Frequently asked questions about Roberto A Bernal
Quick answers generated from the profile data available on this page.
What company does Roberto A Bernal work for?
Roberto A Bernal works for Lyon Bern, LLC.
What is Roberto A Bernal's role at Lyon Bern, LLC?
Roberto A Bernal is listed as Founder and CEO at Lyon Bern, LLC.
What is Roberto A Bernal's email address?
AeroLeads has found 1 work email signal at @lyonbern.com for Roberto A Bernal at Lyon Bern, LLC.
Where is Roberto A Bernal based?
Roberto A Bernal is based in San Juan, Puerto Rico while working with Lyon Bern, LLC.
What companies has Roberto A Bernal worked for?
Roberto A Bernal has worked for Lyon Bern, Llc, Trust Md Corp., Axa Advisors, Llc, and Santander Asset Management.
Who are Roberto A Bernal's colleagues at Lyon Bern, LLC?
Roberto A Bernal's colleagues at Lyon Bern, LLC include Jared R Vizcarrondo Bibiloni, Lynnette Figueroa, and José M. Crespí Iglesias.
How can I contact Roberto A Bernal?
You can use AeroLeads to view verified contact signals for Roberto A Bernal at Lyon Bern, LLC, including work email, phone, and LinkedIn data when available.
What schools did Roberto A Bernal attend?
Roberto A Bernal holds Bachelor Of Science, Business Administration, Major In Finance from University Of Dayton.
What skills is Roberto A Bernal known for?
Roberto A Bernal is listed with skills including Asset Allocation Strategies, Strategic Financial Planning, Risk Management, Retirement Planning Strategies, Business Succession Strategies, Employee Benefits Strategies, and Estate Planning Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial