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.
• 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.

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.
• 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.