Eve Makarova, MBA, CFA, CFP
Director of Capital Investments and Portfolio Management at SMBX- Claim this Profile
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English Native or bilingual proficiency
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Russian Native or bilingual proficiency
Topline Score
Bio
LinkedIn User
Eve is a great colleague who can be relied upon to be 100% engaged and strategically focused in all tasks and initiatives undertaken. She consistently displays great professionalism with both internal and external relationships and sees a positive client experience as the gauge for her success. I would recommend Eve to any firm looking for an intelligent, highly organized individual who maintains a continual focus on both company and personal growth. She would be an asset to any organization.
Jackie Laser
Eve is a pleasure to work with. She is hard working, productive and dedicated and knows how to get the job done. Eve is a quick learner and is always interested in enhancing her knowledge and skills. She has an outgoing personality and would be an asset to an organization.
LinkedIn User
Eve is a great colleague who can be relied upon to be 100% engaged and strategically focused in all tasks and initiatives undertaken. She consistently displays great professionalism with both internal and external relationships and sees a positive client experience as the gauge for her success. I would recommend Eve to any firm looking for an intelligent, highly organized individual who maintains a continual focus on both company and personal growth. She would be an asset to any organization.
Jackie Laser
Eve is a pleasure to work with. She is hard working, productive and dedicated and knows how to get the job done. Eve is a quick learner and is always interested in enhancing her knowledge and skills. She has an outgoing personality and would be an asset to an organization.
LinkedIn User
Eve is a great colleague who can be relied upon to be 100% engaged and strategically focused in all tasks and initiatives undertaken. She consistently displays great professionalism with both internal and external relationships and sees a positive client experience as the gauge for her success. I would recommend Eve to any firm looking for an intelligent, highly organized individual who maintains a continual focus on both company and personal growth. She would be an asset to any organization.
Jackie Laser
Eve is a pleasure to work with. She is hard working, productive and dedicated and knows how to get the job done. Eve is a quick learner and is always interested in enhancing her knowledge and skills. She has an outgoing personality and would be an asset to an organization.
LinkedIn User
Eve is a great colleague who can be relied upon to be 100% engaged and strategically focused in all tasks and initiatives undertaken. She consistently displays great professionalism with both internal and external relationships and sees a positive client experience as the gauge for her success. I would recommend Eve to any firm looking for an intelligent, highly organized individual who maintains a continual focus on both company and personal growth. She would be an asset to any organization.
Jackie Laser
Eve is a pleasure to work with. She is hard working, productive and dedicated and knows how to get the job done. Eve is a quick learner and is always interested in enhancing her knowledge and skills. She has an outgoing personality and would be an asset to an organization.
Credentials
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Certified Financial Planner (CFP)
Financial Planning Standards Council (FPSC) -
Chartered Financial Analyst (CFA)
CFA Institute
Experience
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SMBX
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United States
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Financial Services
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1 - 100 Employee
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Director of Capital Investments and Portfolio Management
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Mar 2022 - Present
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Mercer
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United States
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Professional Services
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700 & Above Employee
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Principal, Defined Contribution Delegated Sales Leader
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Apr 2021 - Mar 2022
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Aon
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United Kingdom
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Financial Services
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700 & Above Employee
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Investment Consultant
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Jan 2018 - Mar 2021
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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Business Development Manager
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Nov 2015 - Dec 2017
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Natixis Investment Managers
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United States
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Financial Services
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700 & Above Employee
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Regional Director
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Jun 2014 - Nov 2015
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Education
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2016 - 2018
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.) -
2016 - 2018
Queen’s University - Stephen J.R. Smith School of Business
Master of Business Administration (M.B.A.)
Community
