Vice President, M&A Program Management
Randy joined Mercer Advisors in 2019 as a member of the Mergers & Acquisitions Deal Team. He came from TD Ameritrade Institutional where part of his role there was to be a resource for RIA owners on M&A and succession. Prior to that he was a Manager in Accenture’s capital markets group; a Vice President at Fidelity Investments serving independent RIAs; and a Vice President at State Street where, among other assignments, he helped conduct due diligence and integrate global investment managers with $25 billion to €300 billion under management in the US and Europe. He began his career in the investment management industry in 1999. Randy received his Bachelor of Science from San Diego State University and his MBA from the UCLA Anderson School of Management.