Kristjan Sokoli

Inquirer
DISC Type : cd

Wealth Management at TD

Hoboken, New Jersey, United States

Overview

Kristjan Sokoli is a Financial Advisor at TD Wealth who leverages the discipline and strategic thinking from his former career as a professional NFL player. He holds an MBA from the Indiana University Kelley School of Business and has expertise in portfolio management and investments.

Outside of his finance career, Kristjan draws frequent parallels between the dedication required in professional sports and life. A past recommendation highlights his passion for music, noting him as a dedicated student of guitar performance.

Unique fact: Before entering wealth management, Kristjan was a professional football player in the NFL for teams including the Seattle Seahawks and New York Giants.

Personality Overview

Demanding

Upfront

Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Athlete Career Transition
He frequently shares his story and the lessons learned from his personal journey of moving from a professional NFL career into the world of finance.
Discipline and Consistency
A core theme in his professional philosophy is applying the emotional control, discipline, and consistency he learned in the NFL to financial advising.
Human-centric Finance
He emphasizes that as technology like AI evolves, trust and genuine human relationships will remain the most critical component of banking and wealth management.

Media Appearances

Kristjan Sokoli's Journey from Football to Finance at TD. Featured in TD Stories

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Kristjan Sokoli – Financial Advisor, TD Bank Wealth Management. Featured in TD Wealth Advisors (uswealthadvisors.td.com)

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Work History

6-2025
Wealth Management at TD
11-2023 - 11-2024
Private Client Banker at JPMorgan Chase & Co.
11-2021 - 2-2023
Registered Investment Advisor at Masterworks.io
8-2019 - 9-2021
Financial Advisor at Merrill Lynch Wealth Management
5-2015 - 3-2019
Professional Athlete at National Football League (NFL)

Education

9-2010 - 12-2014
Bachelor of Business Administration - BBA from University at Buffalo
1-2021 - 4-2023
Master of Business Administration - MBA from Indiana University - Kelley School of Business

More Information

Social Presence :

Prographics :

Exp : 8 Location : Hoboken, New Jersey, United States Job Level : N/A Designation : Wealth Management at TD
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Insights For Selling To Kristjan

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristjan is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Kristjan

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kristjan move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Kristjan take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Kristjan

Personality Compatibility


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