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. 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 Lutes

Communication Methods

  • In Person