AeroLeads people directory · profile
Callie Just Email & Phone Number
Retirement Plan Advisor
at
TWG Wealth Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Retirement Plan Advisor
Location
Chicago, Illinois, United States
Company size
Who is Callie Just? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Callie Just is listed as Retirement Plan Advisor at TWG Wealth Planning, a company with 9 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Callie Just.
Callie Just previously worked as Director of Operations at Highpoint Planning Partners and Founder at Just Chic. Callie Just holds Student Study Abroad Program, International Business Seminar In Ireland from Depaul University.
Company email context
Email format at TWG Wealth Planning
This section adds company-level context without repeating Callie Just's masked contact details.
TWG Wealth Planning
Review company-level records connected to Callie Just before choosing the right outreach path.
Profile bio
About Callie Just
Ambitious, committed, and diligent individual focused on relationship and product development among current and prospective clients. Experienced in establishing strong connections across various business functions to streamline processes, advance sales and service operations and continues to improve efficiency in all aspects of the business.Strong leadership success in CRM development (Salesforce), client portal creation (Box.com), and marketing automation (Pardot). Experience in digital marketing, social media, SEO and supervising website development.Series 7 and 66 and CFA participant. CFA level 1 exam passed.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info section" above.Investment Advice offered through HighPoint Advisor Group, LLC., a Registered Investment Advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.Third Party Posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Callie Just's current company
Company context helps verify the profile and gives searchers a useful next step.
Twg Wealth Planning
12 roles
Callie Just work experience
A career timeline built from the work history available for this profile.
Director Of Operations
Current
Sep 2024 - Present
Founder
CurrentEvent Design including Event Planning and Coordination, Décor Creation and Experiences.
Mar 2021 - Present
Vice President, Client Relationship Manager, Global Business Development
Managed 6+ key clients, not including support of 10+ team clients, while focusing on long-term holistic client relationships and executing on clients’overall needs, with an established track record of success.Proven leader at the company by executing strong organizational and project management skills; a trueoutcome-oriented thinker, able to see projects.
Feb 2023 - Oct 2024
Assistant Vice President, Client Relationship Manager, International Business Development
Maintained core client load and actively prospected while deepening our knowledge of client objectives and industry trends to provide valuable insights and recommendations during client interactions, strategy sessions, and portfolio reviews.Implemented a new client service portal by collaborating with business units to ensure seamless service delivery and.
Feb 2021 - Feb 2023
Associate, Client Relationship Manager, International Business Development
Awarded ownership of several key international client accounts, demonstrating trust and confidence from management and clients in my ability to exceed their needs and expectations.Actively participated in face-to-face client meetings, strengthening relationships and enhancing clientsatisfaction through effective communication and personalized.
Mar 2019 - Feb 2021
Analyst, Business Development
Provided comprehensive support to a team of 10+ members across client service, sales, relationshipmanagement, and product development fostering collaboration and enhancing overall team performance.Independently led the design and implementation of a new CRM buildout, aligning system capabilities with organizational needs and objectives. Collaborated with.
Oct 2016 - Mar 2019
Head Of Digital
Launched and cultivated digital marketing, brand strategy as well as social media building and design. Focuses on SEO, product awareness and website development.
May 2020 - Sep 2021
Registered Client Associate, The Wm Group
Provide clients with an exemplary service experience as the team’s first point of contact while handling day-to-day client services for the WM Group’s portfolio containing over 300 clients.Proactively adhere to the regulations and compliance standards set by FINRA, the SEC and Bank of America Merrill Lynch operations by completing due diligence and.
Apr 2015 - Oct 2016
Risk Management - Clearing House, Internship
Dec 2014 - May 2015
Carrier Sales Representative, Internship
Jun 2014 - Dec 2014
Energy Portfolio - Hedge Fund, Internship
Jan 2014 - Jun 2014
2 education records
Callie Just education
Student Study Abroad Program, International Business Seminar In Ireland
Bachelor'S Degree, Double Major: Finance And Marketing, With A Concentration In Sales Leadership
FAQ
Frequently asked questions about Callie Just
Quick answers generated from the profile data available on this page.
What company does Callie Just work for?
Callie Just works for TWG Wealth Planning.
What is Callie Just's role at TWG Wealth Planning?
Callie Just is listed as Retirement Plan Advisor at TWG Wealth Planning.
Where is Callie Just based?
Callie Just is based in Chicago, Illinois, United States while working with TWG Wealth Planning.
What companies has Callie Just worked for?
Callie Just has worked for Twg Wealth Planning, Highpoint Planning Partners, Just Chic, Ppm America, Inc., and Systematics Inc..
How can I contact Callie Just?
You can use AeroLeads to view verified contact signals for Callie Just at TWG Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Callie Just attend?
Callie Just holds Student Study Abroad Program, International Business Seminar In Ireland from Depaul University.
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 Callie Just you were looking for.
View similar profiles