How I can help you

35 plus years of progressive financial experience in investment/financial services industry and 9 years in Not for Profit industry. Started a successful company with several others by developing a detailed business plan that resulted in attracting outside equity investors and large borrowing facility from a major NY bank. Proven track record in all financial aspects including ; financial controls and audits, budgeting, government reporting, bank relations and borrowings, cash management and forecasting, strategic planning, startups,mergers and acquisitions and tax filings including 1120 and 990 and human resources.

Areas of Expertise

  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations

Industry Experience

  • Banking, Finance & Insurance
  • Nonprofit, Public and Professional Organizations


 B. S. in Accounting - Drexel University MBA Studies - Drexel University

Joseph W. Lutes

Communication Methods

  • In Person
  • Phone
  • Video