Principal
CurrentCurrently work for the COO of Mercer's newly created Wealth division. Also working as the project manager of Mercer Financial Wellness which was launched in August, 2016.
Nov 2015 - Present
AeroLeads people directory · profile
Tom Evans, Cfa Email & Phone Number
Principal at Mercer
at
Mercer
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Principal at Mercer
Location
Medfield, Massachusetts, United States
Company size
Who is Tom Evans, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Evans, Cfa is listed as Principal at Mercer at Mercer, a with 22255 employees, based in Medfield, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Tom Evans, Cfa.
Tom Evans, Cfa previously worked as Principal at Mercer and Adjunct Instructor at Northeastern University. Tom Evans, Cfa holds Mba, General Studies from Babson College - Franklin W. Olin Graduate School Of Business.
Company email context
Email format at Mercer
This section adds company-level context without repeating Tom Evans, Cfa's masked contact details.
Mercer
Review company-level records connected to Tom Evans, Cfa before choosing the right outreach path.
Profile bio
About Tom Evans, Cfa
I am an experienced, PMP-certified project leader who translates ideas and concepts into sustainable initiatives that result in cost savings and operational efficiencies. I am also a seasoned financial analyst with an MBA and the CFA designation and possess close to 10 years of experience in equity valuation, financial analysis, and budgeting. I have led a range of different company-wide initiatives since transitioning into project management 10 years ago. They include process improvement programs, software deployments, and growth initiatives. An example of these projects was an initiative to improve The MENTOR Network's reporting on service quality indicators. Working with the former commissioner of the Massachusetts Department of Developmental Services and a team of subject matter experts, the report and review process we developed led to a 19 percent increase in a key quality metric. Throughout all of my work, I aim to achieve mutually agreed upon performance targets through coaching and collaboration, effective project management, and open communication. I have seen this combination of principles translate into projects that are on-time and within budget, generating attractive returns on investments. I have also witnessed the positive impact that successful projects have on company culture.Specialties: Financial Analysis, Project Management, KPI Reports and Performance Evaluation
Current workplace
Tom Evans, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer
10 roles · 28 years
Tom Evans, Cfa work experience
A career timeline built from the work history available for this profile.
Adjunct Instructor
Adjunct faculty member in the Master of Science in Project Management program within the College of Professional Studies, currently teaching Project Management Practices courses.
Oct 2013 - Oct 2016
Director, Solution Delivery
Jul 2015 - Oct 2015
Senior Project Manager
Jul 2012 - Sep 2015
Senior Project Manager
Member of a newly formed Project Management Office, established within the second largest operating division of The MENTOR Network, a $1 billion organization in 35 states serving individuals with intellectual/developmental disabilities, children in the child welfare system, and individuals with acquired brain injury.
Aug 2011 - Aug 2012
Director Of Corporate Services
Served as a business partner for the Chief Financial Officer of The MENTOR Network. Previously served as the business partner and budget director for the Chief Administrative Officer.
May 2009 - Aug 2011
Senior Business Analyst
Developed and presented key performance indicator reports for the executive team including a report that tracked cost savings initiatives and a report that monitored service quality.
2006 - 2009
~3 yrs
Business Manager
Pearson Prentice Hall
Responsible for financial management of science and language arts textbook programs. Developed and presented program budgets and monitored performance.
2004 - 2006
~2 yrs
Director And Senior Analyst
Authored several widely read industry reports including a quarterly report that tracked venture capital investment in education companies. Presented research findings at industry conferences and provided advisory services to clients.
1999 - 2002
~3 yrs
Investment Associate
Supported analysts in the equity research department. Selected to provide recommendations for companies operating in emerging market countries.
Jul 1996 - Jul 1999
Team & coworkers
Colleagues at Mercer
Other employees you can reach at mercer.com. View company contacts for 22255 employees →
CL
Chris Lau
Colleague at MercerHong Kong Sar, Hong Kong
View →
MG
Michael Galavan
Colleague at MercerCounty Kilkenny, Ireland
View →
MV
Marko Vinkesevic
Colleague at MercerMurrhardt, Baden-Württemberg, Germany
View →
YW
Yolanda Washington
Colleague at MercerNew York, United States
View →
AD
Angeles De Nicola
Colleague at MercerArgentina
View →
工
工藤保行
Colleague at MercerTama, Tokyo, Japan
View →
SK
Shubham Kotnala
Colleague at MercerNew Delhi, Delhi, India
View →
EC
Ekaluck Chakatis
Colleague at MercerBangkok, Bangkok City, Thailand
View →
EM
Elizabeth Miller
Colleague at MercerNashville Metropolitan Area, United States
View →
DE
Dawn Edwards
Colleague at MercerWest Des Moines, Iowa, United States
View →
Chris Lau
Colleague at MercerHong Kong Sar, Hong Kong
View →
MG
Michael Galavan
Colleague at MercerCounty Kilkenny, Ireland
View →
MV
Marko Vinkesevic
Colleague at MercerMurrhardt, Baden-Württemberg, Germany
View →
YW
Yolanda Washington
Colleague at MercerNew York, United States
View →
AD
Angeles De Nicola
Colleague at MercerArgentina
View →
工
工藤保行
Colleague at MercerTama, Tokyo, Japan
View →
SK
Shubham Kotnala
Colleague at MercerNew Delhi, Delhi, India
View →
EC
Ekaluck Chakatis
Colleague at MercerBangkok, Bangkok City, Thailand
View →
EM
Elizabeth Miller
Colleague at MercerNashville Metropolitan Area, United States
View →
DE
Dawn Edwards
Colleague at MercerWest Des Moines, Iowa, United States
View →
3 education records
Tom Evans, Cfa education
Mba, General Studies
Education record
Lincoln High School
B.A., Political Science
FAQ
Frequently asked questions about Tom Evans, Cfa
Quick answers generated from the profile data available on this page.
What company does Tom Evans, Cfa work for?
Tom Evans, Cfa works for Mercer.
What is Tom Evans, Cfa's role at Mercer?
Tom Evans, Cfa is listed as Principal at Mercer at Mercer.
Where is Tom Evans, Cfa based?
Tom Evans, Cfa is based in Medfield, Massachusetts, United States while working with Mercer.
What companies has Tom Evans, Cfa worked for?
Tom Evans, Cfa has worked for Mercer, Northeastern University, Fidelity Investments, The Mentor Network, and Pearson Prentice Hall.
Who are Tom Evans, Cfa's colleagues at Mercer?
Tom Evans, Cfa's colleagues at Mercer include Chris Lau, Michael Galavan, Marko Vinkesevic, Yolanda Washington, and Angeles De Nicola.
How can I contact Tom Evans, Cfa?
You can use AeroLeads to view verified contact signals for Tom Evans, Cfa at Mercer, including work email, phone, and LinkedIn data when available.
What schools did Tom Evans, Cfa attend?
Tom Evans, Cfa holds Mba, General Studies from Babson College - Franklin W. Olin Graduate School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Tom Evans, Cfa you were looking for.
Tom Evans, CFA
1 email domain
Thomas M. Evans, CFA
3 email domains