Callie Just Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Event Design including Event Planning and Coordination, Décor Creation and Experiences.

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 through from start to finish with minimal required oversight.Developed and executed client acquisition plans by prospecting leads and managing pipelines.Leveraged relationships with investment specialists to drive overall vision and educate clients on PPM’sfinancial products, including custom client-centric funds.

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 address client concerns promptly, fostering a proactive approach to relationship management.Streamlined team and firm activities to improve PPM’s impact with our largest clients. Developed tailored strategies for each account, resulting in an increase in client engagement and retention.Monitored team performance metrics and provided actionable feedback to support continuousimprovement.

Chicago, Il

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 service.Facilitated communication between cross-functional teams to align product development efforts with client needs, contributing to successful project completions.Successfully managed the CRM database as well as trained and supported 20+ staff, while implementingdata cleanup procedures and improving database quality and functionality.

Chicago

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 cross-functional teams to gather requirements and customize CRM features, enhancing user experience and productivity.Spearheaded an internal processes review to revamp PPM’s client interactions, streamline our internal communication with various teams, and create more efficient and effective workflows.Developed deep knowledge of PPM’s investment strategies including investment grade bonds, high yield bonds, floating rate loans, and alternative products.

Chicago, Il

Launched and cultivated digital marketing, brand strategy as well as social media building and design. Focuses on SEO, product awareness and website development.

Chicago, Illinois

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 reporting analysis for the WM Group.Cultivate new relationships and develop current relationships to assist in the management of cash flows, retirement planning and goal selection based on investment objectives, risk tolerance and time horizon.Manage client’s accounting needs by assisting with credit/debit management, automation ofcontributions/distributions, allocating capital gains/losses and risk management procedures.

Chicago, Il

Chicago, Il

Chicago

Student Study Abroad Program, International Business Seminar In Ireland

Bachelor'S Degree, Double Major: Finance And Marketing, With A Concentration In Sales Leadership

Activities and Societies: The Delta Zeta Sorority, The Delta Sigma Pi Business Fraternity, The National Society of Collegiate Scholars.