Mauricio Bernal

Account Manager Institutional Sales at Robeco

Mauricio Bernal has a diverse work experience spanning various industries. Mauricio began their career as a Credit Card Advisor at Colpatria in July 2006 and worked until April 2007. Mauricio then joined ExxonMobil as an Assistant General Manager in October 2008 and stayed until April 2009. Following that, they worked as a Financial Planning Analyst at Ecopetrol from April 2009 to October 2009. Mauricio then joined PIMCO in October 2011 as a Sales Support - Client Facing and worked until November 2014. Mauricio then moved on to Robeco, where they held multiple roles. Mauricio started as a Sales Associate in December 2014 and later transitioned to the role of Hybrid Wholesaler & Marketing Manager in January 2018, which is their current position.

Mauricio Bernal obtained a Bachelor of Business Administration (BBA) degree in Business Administration and Management, General from the Universidad Externado de Colombia. In addition, they have obtained a CFA Certificate in ESG Investing from CFA Institute. Mauricio also pursued certifications in Series 63 and Series 7 from the Financial Industry Regulatory Authority (FINRA), although the specific months and years of obtaining these certifications are not provided.

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Timeline

  • Account Manager Institutional Sales

    January 1, 2022 - present

  • Hybrid Wholesaler & Marketing Manager

    January, 2018

  • Sales Associate

    December, 2014