Vice President, M&A Program Management
Randy joined Mercer Advisors in 2019 as a member of the Mergers & Acquisitions Deal Team. Previously, he served as a resource for RIA owners on M&A and succession at TD Ameritrade Institutional. Randy’s other past roles include Manager in the Capital Markets Group at Accenture and Vice President at Fidelity Investments serving independent RIAs. He also served as a Vice President at State Street, helping conduct due diligence and integrate global investment managers with $25 billion to $300 billion under management in the US and Europe.
Randy began his career in the investment management industry in 1999. He holds a Bachelor of Science degree from San Diego State University and an MBA from the UCLA Anderson School of Management.