Caillin Boles

Financial Analyst at PROGRESS CAPITAL
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • Oct 2019 - Present

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Relations Manager
      • Mar 2019 - Oct 2019

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Associate Broker
      • 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

    • Financial Services
    • 1 - 100 Employee
    • Securities Brokerage Intern
      • 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

    • Financial Services
    • 1 - 100 Employee
    • Securities Brokerage Intern
      • 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

Education

  • Providence College
    Master of Business Administration - MBA, Finance
  • Providence College
    Bachelor of Science (BS), Finance
    2011 - 2015
  • Christian Brothers Academy
    Liberal Arts
    2007 - 2011

Community

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