Greg Anthony Boreland
Wellington
Overview
4
4
years of professional experience
Work History
Real Estate Agent
Coldwell Banker Realty
06.2023 - Current
- Negotiation of joint venture agreements, development management agreements, management agreements, lease documents, and other governing documents
- Work with a variety of third-party service providers such as property managers, leasing agents, appraisers, etc.
- Provide quality assurance across portfolio by establishing and maintaining benchmarks, best practices and standards for financial terms and deal quality
SLATE Associate
Capital Group | American Funds
08.2022 - 06.2023
- Accelerated program preparing a cohort of new associates for a transition into Internal Wealth Specialist roles through a series of rotations in Shareholder Services, Advisor Marketing, and Retirement Planning, and a three-month wholesaler onboarding of internal control systems by completing audit questionnaires for Broker Dealers
- Engages in a series of presentation challenges that aim to craft and polish the skillset needed to be able to sell company products effectively
- Financials and investments including tracking data charts and conducting presentations.
Accounting Intern
Ohab and Company P.A.
01.2022 - 05.2022
- Appraises adequacy of internal control systems by completing audit questionnaires for Broker Dealers
- Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
- Review and analyze financial statements and data to detect errors and misstatements caused by accidental repetition, fraudulent activity, or other incidents
Education
Bachelor of Science - Business Administration, Finance Concentration
University of Central Florida
Orlando, FL05.2022
Bachelor of Science - Business Administration, Real Estate
University of Central Florida
Orlando, FL05.2022
Skills
- Proficient in Microsoft Office – Word, PowerPoint, Excel, Publisher
- Proficient in software: Salesforce Lightning, Tableau, Bloomberg, Real Capital Analytics
Websites
Affiliations
- Phi Delta Theta Fraternity Executive Council
- Oversaw and allocated biannual budget of $40k+ for new member recruitment processes
- Planned philanthropic events and fundraisers to generate donations for Knight-A-Thon Fund
- ALPFA UCF (Association of Latino Professionals for America) Member
- Participated in monthly events that introduce students to consulting/financial industries through speaker panels
- Attended workshops to participate in extensive technical and behavioral training
- First Year Experience UCF Peer Mentor/Teaching Assistant
- Mentored and supervised a class of 32 freshman students and assisted them with career development and proper assimilation into UCF
- Successfully organized and marketed UCF’s annual Spoken Word Cafe that had over 300 students in attendance
Timeline
Real Estate Agent
Coldwell Banker Realty
06.2023 - Current
SLATE Associate
Capital Group | American Funds
08.2022 - 06.2023
Accounting Intern
Ohab and Company P.A.
01.2022 - 05.2022
Bachelor of Science - Business Administration, Real Estate
University of Central Florida
Bachelor of Science - Business Administration, Finance Concentration
University of Central Florida
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