Randy Magdaluyo
M&A at Mercer Advisors
- Role
- m & a Deal Team Leadership at Mercer Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
m & a Deal Team Leadership
Aug 2019 — Present
in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Education
San Diego State University
Bachelor of Science
1999
UCLA Anderson School of Management
MBA
2009
Skills
- Financial Services
- Business Analysis
- Relationship Management
- Outsourcing
- Consulting
- Wealth Management
- Investments
- Management
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