Tom Evans, Cfa

Tom Evans, Cfa Email and Phone Number

Principal at Mercer @ Mercer
new york, new york, united states
Tom Evans, Cfa's Location
Medfield, Massachusetts, United States, United States
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

Tom Evans, Cfa's Current Company Details
Mercer

Mercer

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Principal at Mercer
new york, new york, united states
Website:
mercer.com
Employees:
22255
Tom Evans, Cfa Work Experience Details
  • Mercer
    Principal
    Mercer Nov 2015 - Present
    Boston
    Currently 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.
  • Northeastern University
    Adjunct Instructor
    Northeastern University Oct 2013 - Oct 2016
    Greater Boston Area
    Adjunct faculty member in the Master of Science in Project Management program within the College of Professional Studies, currently teaching Project Management Practices courses.
  • Fidelity Investments
    Director, Solution Delivery
    Fidelity Investments Jul 2015 - Oct 2015
  • Fidelity Investments
    Senior Project Manager
    Fidelity Investments Jul 2012 - Sep 2015
    Smithfield, Rhode Island
  • The Mentor Network
    Senior Project Manager
    The Mentor Network Aug 2011 - Aug 2012
    Greater Boston Area
    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.
  • The Mentor Network
    Director Of Corporate Services
    The Mentor Network May 2009 - Aug 2011
    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.
  • The Mentor Network
    Senior Business Analyst
    The Mentor Network 2006 - 2009
    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.
  • Pearson Prentice Hall
    Business Manager
    Pearson Prentice Hall 2004 - 2006
    Responsible for financial management of science and language arts textbook programs. Developed and presented program budgets and monitored performance.
  • Eduventures, Inc.
    Director And Senior Analyst
    Eduventures, Inc. 1999 - 2002
    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.
  • Putnam Investments
    Investment Associate
    Putnam Investments Jul 1996 - Jul 1999
    Supported analysts in the equity research department. Selected to provide recommendations for companies operating in emerging market countries.

Tom Evans, Cfa Education Details

Frequently Asked Questions about Tom Evans, Cfa

What company does Tom Evans, Cfa work for?

Tom Evans, Cfa works for Mercer

What is Tom Evans, Cfa's role at the current company?

Tom Evans, Cfa's current role is Principal at Mercer.

What schools did Tom Evans, Cfa attend?

Tom Evans, Cfa attended Babson College - Franklin W. Olin Graduate School Of Business, Lincoln High School, Williams College.

Who are Tom Evans, Cfa's colleagues?

Tom Evans, Cfa's colleagues are Jan Müller, Pascale Descarpentries, Jingwei Lu, Barry Vallan, Cody Mamot Gaitan, Steven L. Prescod, Anthony (Tc) Williams.

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