Hajidra Sofia
Philadelphia
Summary
Results-driven MBA graduate with 5+ years in financial advising and client relationship management. Top performer at TD Bank, awarded for outstanding business development and client service. Military Specialist with strong leadership and adaptability, experienced in international partnerships in technology, pharmaceuticals, consulting, and winemaking. Over a decade of sales and customer service expertise, with a commitment to innovation and empowering teams.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Reseve
U.S. Army
09.2022 - Current
- Executed day-to-day duties with accuracy and efficiency.
- Prioritized and organized tasks to achieve service goals effectively.
- Collaborated with team members to meet project objectives and deadlines.
- Maintained current knowledge through continuing education and advanced training.
Financial Advisor
TD Bank
Philadelphia
03.2020 - 01.2025
- Generated over $5M in new business, surpassing quarterly sales goals by 1000%.
- Fostered robust client relationships through personalized financial planning sessions.
- Provided strategic insights on retirement planning and wealth management.
- Collaborated with team to optimize service delivery and increase client satisfaction.
- Engaged in marketing initiatives to elevate brand awareness within community.
Education
MBA - Leadership
Thomas Jefferson University
Philadelphia, PA05-2025
Bachelor of Science - Business Management
Thomas Jefferson University
Philadelphia, PA05-2018
Skills
- Project management
- Financial analysis
- Client relationship management
- Team collaboration
- Market research
- Strategic planning
- Problem solving
- Leadership development
- Analytical thinking
Certification
Series 65
Accomplishments
President's Council Platnum Award for 2021, TD Bank
Timeline
Reseve
U.S. Army
09.2022 - Current
Financial Advisor
TD Bank
03.2020 - 01.2025
MBA - Leadership
Thomas Jefferson University
Bachelor of Science - Business Management
Thomas Jefferson University