Joseph Luna Email & Phone Number

Seasoned regional banking executive who strengthens partnerships through developing and delivering accretive planning and solutioning advice to business owners and their management teams. Positioned as a trusted-advisor to clients, I balance analytical reasoning with practical situational-based corporate strategies covering: commercial banking, international banking, capital advisory, M&A, and risk management. I genuinely enjoy helping organizations throughout their evolving lifecycles and the navigation of volatile environments. A deep-rooted connectivity to the Chicago region, positions me to effectively work across diverse industries and sectors with private, public, and private equity-owned organizations. I have a highly consistent track-record of driving revenue, profitability, and market expansion. Chicago-area Financial Sponsor coverage. I am a collaborative leader and partnership builder that excels at positioning others to advance and succeed. Mentoring, coaching, and advising others across lines of business has helped to drive organizational change and evolve cultures. I have led DE&I and community engagement initiatives for different regions and organizations. As the Midwest Region Lead for our Hispanic Leadership Forum, I champion the recruitment and advancement of diverse junior talent. My position on the Executive Committee of National Museum of Mexican Art (Chicago) provides a pathway for social and economic advancement within some of Chicago’s historically underserved communities. As past Chairman and current Executive Committee member of a regional economic organization, I work in collaborative planning efforts with the private and public sectors and other regional planning groups to advance economic growth, business recruitment, and workforce development for Chicagoland.FINRA licensed.

Listed skills include Financial Analysis, Strategic Planning, New Business Development, Finance, and 17 others.