Caillin Boles
Financial Analyst at PROGRESS CAPITAL- Claim this Profile
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Bio
Experience
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PROGRESS CAPITAL
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United States
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Financial Services
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1 - 100 Employee
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Financial Analyst
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Oct 2019 - Present
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Markets Group
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United States
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Financial Services
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100 - 200 Employee
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Client Relations Manager
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Mar 2019 - Oct 2019
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NNN Pro
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United States
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Real Estate
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1 - 100 Employee
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Associate Broker
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Aug 2017 - Feb 2019
• Top producing team specializing in net lease properties nationwide • To date, closed over 3,500 properties totaling over $5.5 billion • Specializing in CREI Sales, Sale-Leaseback Transactions, 1031 Exchanges, Portfolio Management, etc. • Account/Portfolio Management actively managing Sale-Leaseback Programs for institutional clients • Analyzing Corporate P&L Statements, Acquisition/Disposition Analysis, Underwriting, Client Facing Relations • Top producing team specializing in net lease properties nationwide • To date, closed over 3,500 properties totaling over $5.5 billion • Specializing in CREI Sales, Sale-Leaseback Transactions, 1031 Exchanges, Portfolio Management, etc. • Account/Portfolio Management actively managing Sale-Leaseback Programs for institutional clients • Analyzing Corporate P&L Statements, Acquisition/Disposition Analysis, Underwriting, Client Facing Relations
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Albert Fried & Company, LLC
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Financial Services
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1 - 100 Employee
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Securities Brokerage Intern
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May 2015 - Oct 2015
• Engaged in institutional sales execution and proprietary trading • Assisted floor brokers with trade executions and order balancing • Trained by brokers on securities lending and borrowing • Reviewed and analyzed current trends in stock market • Performed high level research using the Bloomberg Terminal • Engaged in institutional sales execution and proprietary trading • Assisted floor brokers with trade executions and order balancing • Trained by brokers on securities lending and borrowing • Reviewed and analyzed current trends in stock market • Performed high level research using the Bloomberg Terminal
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Albert Fried & Company, LLC
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Financial Services
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1 - 100 Employee
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Securities Brokerage Intern
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May 2014 - Sep 2014
• Assisted brokers at the firm’s sales trading area • Trained in trade and account balancing • Assisted in trade execution review • Performed back office operational trade reconciliation • Performed high level research using the Bloomberg Terminal • Assisted brokers at the firm’s sales trading area • Trained in trade and account balancing • Assisted in trade execution review • Performed back office operational trade reconciliation • Performed high level research using the Bloomberg Terminal
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Education
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Providence College
Master of Business Administration - MBA, Finance -
Providence College
Bachelor of Science (BS), Finance -
Christian Brothers Academy
Liberal Arts