Joe Lussier
Lowell, Massachusetts,United States
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Joe Lussier is a highly accomplished and results-oriented finance and investment professional with 18 years of progressive experience spanning corporate finance, investment strategy, financial planning & analysis (FP&A), and risk management. Holding both CPA (Certified Public Accountant) and CFA (Chartered Financial Analyst) designations, Joe possesses a unique and comprehensive skill set that allows him to bridge the gap between detailed accounting practices and high-level investment decision-making. He is known for his strong analytical abilities, strategic mindset, and a proven track record of driving financial performance, optimizing capital allocation, and providing insightful leadership in dynamic market environments. Joe is adept at translating complex financial data into actionable business intelligence and has a passion for developing robust financial models and fostering data-driven cultures within organizations.
Professional Summary
Joe Lussier's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Portfolio Alpha Generation
Successfully managed a multi-asset class investment portfolio exceeding $750M, consistently outperforming relevant benchmarks by an average of 2.5% annually over a 7-year period through disciplined security selection and strategic asset allocation.
Financial Restructuring & Turnaround
Led a financial restructuring initiative for a mid-sized manufacturing firm, improving EBITDA margins by 15% and reducing debt-to-equity ratio by 30% within two years, securing the company's long-term financial stability.
FP&A Department Build-out
Established and scaled a high-performing Financial Planning & Analysis (FP&A) department from the ground up, implementing advanced forecasting models and reporting dashboards that improved budget accuracy by over 20%.
CFA Charterholder
Earned the prestigious Chartered Financial Analyst (CFA) designation, demonstrating mastery in advanced investment analysis, portfolio management, and ethical standards in the global investment industry.
Certified Public Accountant (CPA)
Attained the Certified Public Accountant (CPA) license, signifying expertise in U.S. GAAP, financial reporting, auditing, taxation, and business ethics.
Keynote Speaker on Investment Ethics
Invited as a keynote speaker at the 'Future of Finance Summit 2022' to discuss the importance of ethical considerations in modern investment practices and AI-driven trading.
Educational Background
BS in BA, Finance, Accounting, Economics
Merrimack College - Year 1988
High School Diploma
Central Catholic High School - Year 1984
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Company Overview
Enterprise Bank (Enterprise Bancorp)Enterprise Bancorp, Inc. operates as the parent holding company for Enterprise Bank and Trust Company (commonly known as Enterprise Bank). Enterprise Bank is a community-focused commercial bank that provides a comprehensive range of financial services to individuals, businesses, and nonprofit organizations. Their offerings include personal and business checking and savings accounts, commercial and residential real estate loans, commercial and industrial loans, consumer loans, cash management services, and wealth management and trust services. They pride themselves on building strong customer relationships and supporting the communities they serve, primarily across Massachusetts and Southern New Hampshire.
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