Marko Paravac Email & Phone Number
@morganstanley.com
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Who is Marko Paravac? Overview
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Marko Paravac is listed as Platinum Relationship Manager at E*TRADE from Morgan Stanley, a with 3 employees, based in Tempe, Arizona, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Marko Paravac.
Marko Paravac previously worked as Client Relationship Associate at Morgan Stanley and Treasurer at Facc-Finance And Accounting Career Club. Marko Paravac holds Bachelor Of Science - Bs, Double Major- Finance And Management from Arizona State University.
Email format at E*TRADE from Morgan Stanley
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About Marko Paravac
Marko Paravac is a Platinum Relationship Manager at E*TRADE from Morgan Stanley. He possess expertise in leadership, microsoft office, relationship building, microsoft word, team building and 5 more skills.
Listed skills include Leadership, Microsoft Office, Relationship Building, Microsoft Word, and 6 others.
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Marko Paravac work experience
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Platinum Relationship Manager
Client Relationship Associate
Demonstrated the ability to confidently handle a high call volume in a fast-paced environment by accepting 20-35 inbound phone calls daily. Provided world-class customer service through inbound/outbound calls by meticulously observing clients’ requests and noting down key points from our conversation, while at the same effectively navigating firm system to research along with resolve clients’ requests accurately in a timely manner. Emphasized in showing compassion from the introduction to the conclusion in every call with a client. Assisted fellow new hires’ early development through shadowing along with reverse shadowing on inbound calls. Completed projects assigned by leadership such as outbound call campaigns for Required Minimum Distributions from applicable Individual Retirements Account and closed/sent out funds from accounts with only remaining residuals left from previous account closure requests. Delegated tasks and call transfers from the Virtual Advisor Team to the Sales to Service team as the primary moderator for the Virtual Advisor Team. Awarded July 2022 Employee of the Month award
Treasurer
Established a budget through Microsoft Excel where all club purchases and funds were recorded along with managed. Participated in officer meetings where conversations on what items along with events to schedule for the future and the amount of funding needed to execute these requests were discussed. Proposed funding requests for club activities and items to organizations such as Undergraduate Student Organization (USG). Funding requests were created for virtual dinner, coverage for shipping costs on FACC T-shirt, and FACC pens.
Secretary
Attentively wrote down notes on important decisions and key points in biweekly meetings. Stored and organized meeting minutes in Google Drive in order to always have easy access to historical records. Developed club meetings' agenda by discussing with fellow officers and club members on desired topic of discussion for upcoming meeting. Prepared biweekly newsletters through Mailchimp that contained future FACC networking meetings, ASU resources, and job/internship opportunities. Created meeting presentations through Microsoft PowerPoint to reference when conducting meetings.
Discover Financial Service Ambassador
Completed outbound calls with the main purpose to transfer Discover Card members to a specialist on the other line to discuss overdue payments. Spoke to a variety of different Discover Card members with great patience, professionalism, communication, and compassion. Implemented problem-solving skills as every situation with each card holder was different requiring a great understanding and knowledge on what procedure to use
Intern
Learned the fundamentals of financial service through lectures presented by Cetera Investors managers such as retirement planning, types of mutual funds, and asset allocation through an 8–10-week internship program. Practiced key soft skills necessary to become a financial advisor such as emotional intelligence, teamwork, and leadership skills. Practiced one on one client cases with fellow interns playing the client role and I as the advisor. Networked with fellow interns from the west coast through live chat to learn more about what it is like to be a financial advisor and the important of acting in a fiduciary capacity
Management Intern
Experienced hands-on training and shadowing with the manager/owner of the business who is my father. Received tips as well as explanations on how to lead a team to success when it comes to sealing home floors and providing outstanding client service. Made sure inventory did not get too low by tracking material count through Microsoft Excel. Accepted phone calls and met in person with clients to discuss their specific needs regarding their home floor by demonstrating a passion to execute their request leading to long lasting relationships.
Team Member
Serviced 2-3 clients’ home's floor daily with the main objective of providing protection from smudges along with stains and sheen to enhance the color of the floor. Prepared homeowners’ floors by relocating furniture away from the work area in a 2-3 team member group. Washed the clients desired area for sealing with cleaning solution followed by drying with multiple fans. Once dried, carefully applied specific sealing solution that aligns with the floor surface using a mop.
Team Member
Delivered Jamba’s BOOST Service to customers inside a Jamba Juice kiosk located in the center of Arrowhead Mall. Cooperated with a team of 5-7 team members with the goal of delivering Jamba’s BOOST Service to customers. Through these efforts, rotational tasks would be completed, which required attentive multitasking such as handling the cash register, cleaning benders at the dish station, mopping the floors as well sanitizing the work area, inputting ingredients in blenders by replicating the recipes, and putting the juice, smoothie, or bowl together followed by servicing it to the customer with kindness as well as high energy. Provided knowledge of the ingredients and nutritional facts of each menu item at any given money in a confident manner.
Marko Paravac education
Frequently asked questions about Marko Paravac
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What company does Marko Paravac work for?
Marko Paravac works for E*TRADE from Morgan Stanley.
What is Marko Paravac's role at E*TRADE from Morgan Stanley?
Marko Paravac is listed as Platinum Relationship Manager at E*TRADE from Morgan Stanley.
What is Marko Paravac's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Marko Paravac at E*TRADE from Morgan Stanley.
Where is Marko Paravac based?
Marko Paravac is based in Tempe, Arizona, United States while working with E*TRADE from Morgan Stanley.
What companies has Marko Paravac worked for?
Marko Paravac has worked for E*Trade From Morgan Stanley, Morgan Stanley, Facc-Finance And Accounting Career Club, Education At Work, and Cetera Financial Group.
How can I contact Marko Paravac?
You can use AeroLeads to view verified contact signals for Marko Paravac at E*TRADE from Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Marko Paravac attend?
Marko Paravac holds Bachelor Of Science - Bs, Double Major- Finance And Management from Arizona State University.
What skills is Marko Paravac known for?
Marko Paravac is listed with skills including Leadership, Microsoft Office, Relationship Building, Microsoft Word, Team Building, Microsoft Excel, Communication, and Public Speaking.
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