Joseph Robles Email & Phone Number

New York, Ny, Us

Wellesley Hills, Massachusetts, United States

● Nurtured a supportive environment that prioritized diversity, equity, and inclusion (DEI), as well as the physical and emotional safety of residents. Through heartfelt workshops and thoughtful inspections, connected with over 600 first-year students alongside a team of 15 upper-class peers, fostering a culture of understanding and social change on campus.● Facilitated meaningful events that inspired connection and personal growth among residents. Engaged in one-on-one meetings and group discussions, listening deeply to the challenges and aspirations of each student acting as a mentor and liaison to resources.

Los Angeles, California, United States

● Engaged in the forecasting of financial performance and fundraising through the development of dynamic models whilst attending 5-year projection meetings with direct communication with senior management and the CFO.● Assisted in the preparation of financial reports detailing the financial state of the company and all of its investment strategies in its present state for the Board of Directors and for Brookfield Asset Management.● Worked diligently on the creation of a shared tracker system to streamline communication between Corporate Accounting and other teams whilst focusing on the rollover of 10-Q and preparation of 10-K financial reporting required for disclosure and SEC filings.● Spearheaded a capstone project on the integration of Oaktree’s internal AI software within the CFO organization, successfully identifying pathways to enhance operational efficiency through live demonstrations displayed in a final presentation to the board of the CFO organization and the CFO.