Admir S. Lugonjic, Cfp®, Mba

Admir S. Lugonjic, Cfp®, Mba Email and Phone Number

Vice President @ Baird
Grand Rapids, MI, US
Admir S. Lugonjic, Cfp®, Mba's Location
Grand Rapids Metropolitan Area, United States, United States
Admir S. Lugonjic, Cfp®, Mba's Contact Details

Admir S. Lugonjic, Cfp®, Mba work email

Admir S. Lugonjic, Cfp®, Mba personal email

About Admir S. Lugonjic, Cfp®, Mba

What is your story? My story is one of humble beginnings and relationship building. Trust, integrity and mutual respect have aided me in overcoming obstacles in my life and those are the same values we wish to share with our clients to build strong relationships. As Warren Buffet said, “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently”.Having completed my CERTIFIED FINANCIAL PLANNER program I am prepared to tackle your pre retirement and retirement needs. Our Process:1) We first gather information to create a financial plan2) We look for gaps and opportunities 3) We evaluate your investment options4) We recommend and build a custom solution 5) We review your portfolio and measure performance 6) We provide ongoing management and oversight to keep your investments aligned with your plans as you evolve Specialties: Financial Planning, Estate Planning, Retirement Planning, Investing, Education Funding, Portfolio management, and Charitable Giving.

Admir S. Lugonjic, Cfp®, Mba's Current Company Details
Baird

Baird

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Vice President
Grand Rapids, MI, US
Admir S. Lugonjic, Cfp®, Mba Work Experience Details
  • Baird
    Vice President
    Baird
    Grand Rapids, Mi, Us
  • Baird
    Financial Advisor
    Baird Jan 2015 - Present
    Milwaukee, Wi, Us
    Accomplishments Include:-Executive council winner for being a top producer-Financial Planning & Analysis-Portfolio Management-Business DevelopmentVisit us on our website!http://www.bairdfinancialadvisor.com/thesslgroup/
  • Grand Rapids Ballet
    Treasurer
    Grand Rapids Ballet Aug 2019 - Present
    Grand Rapids, Michigan, Us
  • K & M Transport, Inc.
    President
    K & M Transport, Inc. Jul 1989 - Present
  • Meijer
    Logistics Manager
    Meijer Oct 2014 - Dec 2015
    Grand Rapids, Michigan, Us
    Reported to Store Director and aided in all pilot programs as well as the following responsibilities:- Sales Forecasts- Financial Planning and Analysis- Profit/Loss Statements- Budgeting labor - Standard Operating Procedures (SOPs) for all departments- Executive presentations on store performance- Interviewing, rewarding, disciplining, and terminating team members- Creating Succession plans for team members- Leading 328 team members and managers
  • Hutt Trucking
    Logistics Manager
    Hutt Trucking Jun 2009 - Oct 2014
    Holland, Mi, Us
    Accomplishments include:- creating a user guide for system software to increase efficiency - working closely with operations to develop additional business- creating, analyzing, and presenting reports to upper management aiding in strategic goals and annual planning- business development- increasing department profit margin through strategic changes in operations- create requests for proposals (RFPs)- financial statement analysis- contract negotiations to increase revenue and profits- manage fleet, 3PL, warehousing and intermodal freight
  • Davenport University
    Athletic Facility Manager
    Davenport University Aug 2008 - Sep 2010
    Grand Rapids, Mi, Us
    Accomplishments and Responsibilities Include:- Scheduled events within multi-million dollar facility using Event Management System software (EMS)- Reviewed applicants, interviewed and hired for open positions- Trained employees and led meetings to discuss current events and future plans- Oversaw 10-20 employees at any given time- Set up and prepared facility for major athletic events ranging from basketball, soccer, volleyball and summer camps- Worked closely with marketing team to increase athletic event attendance through raffle tickets, prizes and other special promotions- Ensured smooth and seamless transitions between closely scheduled events to maximize facility profit- Trusted with collecting money from all concessions
  • Autoking Trucking
    Logistics Manager
    Autoking Trucking Aug 2007 - Aug 2009
    Accomplishments and Responsibilities Include:- Managed a fleet - contract negotiations- Facilitated daily customer pick-ups and deliveries- Worked with our dispatch team to assist in routing and order management- Managed fuel, payroll and settlement reports weekly- Negotiated long-term rates with contract operators and customers to meet company goals and profit margins- Utilized trilingual skills to attract and retain contract operators and negotiate better prices- Developed additional revenue streams by offering various transportation services previously outsourced such as LTL consolidation
  • Pennzoil
    Vehicle Technician
    Pennzoil Jan 2007 - Aug 2008
    Us
    - Sold additional services to customers based on vehicle needs while performing oil change and 20-point inspection- Received bonuses tied to recommending and selling additional services beyond oil change, taking average ticket from $35 to between $65 and $90- Awarded top salesperson of five shops for two consecutive months- Performed duties including coolant flushes, transmission fluid flushes, engine cleaners and other preventative maintenance items.
  • Holland Home Christian Services
    Maintenance Technician
    Holland Home Christian Services Mar 2003 - Jan 2007
    Grand Rapids, Mi, Us
    - Performing preventative/corrective/predictive maintenance to a wide variety of facility related equipment and building infrastructure such as various types of electrical, flooring, walls and wall coverings, plumbing and rest-room fixtures- utilized aerial lifts and platforms and involve electrical troubleshooting using multi-meters, meggers, etc.

Admir S. Lugonjic, Cfp®, Mba Skills

Supply Chain Management Logistics Management Financial Analysis Corporate Finance Management Communication Global Logistics Transportation Business Development Multilingual Microsoft Office Sales Strategic Planning Leadership Customer Service Microsoft Excel Brokerage Third Party Logistics Rail Transport Strategy Inventory Management Team Building Kpi Reports Financial Planning Certified Financial Planner Performance Metrics Financial Metrics Financial Markets Portfolio Management Stock Picking Intermodal Multi Modal Transportation Trucking Fleet Management Operations Management Transportation Management Software Tms Private Equity Financial Accounting Data Analysis Performance Management Insurance Budgeting Estate Planning Fleet Operations

Admir S. Lugonjic, Cfp®, Mba Education Details

  • Northwestern University
    Northwestern University
    Finance And Financial Management Services
  • Ningbo University
    Ningbo University
    Finance And Financial Management Services
  • Davenport University
    Davenport University
    Finance And Strategic Management
  • Regent'S University London
    Regent'S University London
    Finance And Financial Management Services
  • Davenport University
    Davenport University
    Finance And International Business

Frequently Asked Questions about Admir S. Lugonjic, Cfp®, Mba

What company does Admir S. Lugonjic, Cfp®, Mba work for?

Admir S. Lugonjic, Cfp®, Mba works for Baird

What is Admir S. Lugonjic, Cfp®, Mba's role at the current company?

Admir S. Lugonjic, Cfp®, Mba's current role is Vice President.

What is Admir S. Lugonjic, Cfp®, Mba's email address?

Admir S. Lugonjic, Cfp®, Mba's email address is al****@****ail.com

What schools did Admir S. Lugonjic, Cfp®, Mba attend?

Admir S. Lugonjic, Cfp®, Mba attended Northwestern University, Ningbo University, Davenport University, Regent's University London, Davenport University.

What are some of Admir S. Lugonjic, Cfp®, Mba's interests?

Admir S. Lugonjic, Cfp®, Mba has interest in Social Services, Children, Environment, Education, Disaster And Humanitarian Relief, Health.

What skills is Admir S. Lugonjic, Cfp®, Mba known for?

Admir S. Lugonjic, Cfp®, Mba has skills like Supply Chain Management, Logistics Management, Financial Analysis, Corporate Finance, Management, Communication, Global Logistics, Transportation, Business Development, Multilingual, Microsoft Office, Sales.

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