Post Job Free
Sign in

Real Estate Manager

Location:
Santa Barbara, CA, 93108
Posted:
December 08, 2010

Contact this candidate

Resume:

David L. Flynn, CPA

Phone 310-***-**** - Fax 805-***-****

*****@****************.***;

OBJECTIVE

To join an organization in a high level financial role which utilizes my

many years of experience in financial management within the entertainment,

commercial real estate, banking, and securities industries.

EXPERIENCE

Prime Source Capital

Owner/Broker 2002

- Present

. Owner of privately held business management and financial consulting firm

which provides accounting, business management and consulting services to

hi-net worth individuals and their related entities, including closely

held corporations, family trusts and charitable trusts.

. Work closely with clients to purchase, manage, redevelop and sell real

estate properties including commercial and residential assets.

. Review with CPA firms K-1s, partnership and trust returns to ensure

proper accounting for all transactions and proper tax return preparation.

Provide real estate lending and brokering services for clients for

residential, commercial and investment properties throughout the US, UK

and the EC.

. Supervise 4 staff.

Bank of America, Private Bank

Vice President, Senior Relationship Manager

2001 - 2002

. Provided financial advice, credit and mortgage solutions to wealthy

customers of the Private Bank.

. As their Private Banker I worked closely with my clients in the

acquisition and financing of many commercial, multifamily and

residential real estate properties.

. Interacted with other departments to provide private banking clients

solutions for their financial needs including associates of Bank of

America Investment Services utilizing derivatives and other devices to

hedge forward interest rate fluctuations on secured real estate

holdings.

. Worked closely with CPAs and other financial advisors of private bank

clients to aid in providing accurate, timely and complete financial

statements, and review supporting tax documentation (partnership

returns, K-1s and trust returns). This included proposing journal

entries to insure proper recording of transactions for tax reporting

purposes. Supervised 3 staff and worked closely with the staff of

other Private Bank departments.

Page 2

Morgan Stanley 1998 - 2001

Senior Vice President

. Provided financial advice to wealthy individuals, corporations, trusts

and pension plans.

. Worked closely with clients in the financing of several commercial and

multi- family residential projects. Provided advice on derivatives

and other forward funding solutions to protect against future interest

fluctuations.

. Consulted with clients' financial advisors and reviewed various tax

filings (1099's, partnership and sub chapter S K-1's, trust returns,

etc) to assure accurate tax reporting of all transactions.

. In addition performed consulting services for PricewaterhouseCoopers

to develop investment controls and intranet reporting systems for

partners and managers to help the firm conform to new SEC requirements

. Supervised 3 staff.

Merrill Lynch

1994 - 1998

Financial Consultant

. Provided financial advice to wealthy individuals, corporations,

pension funds, and real estate developers.

. Worked closely with client's CPAs to provide tax planning and

accounting support including review of tax filings.

. Supervised 2 staff.

Deloitte & Touche 1991-

1993

Outside Consultant

. Provided transition of business management practice to Deloitte &

Touche.

. Managed the entire practice during the transition, as well as other

D&T transition team members.

Traubner & Flynn Business Management

1974 - 1991

Managing Partner

. The firm provided business management, tax and accounting services for

entertainment clients, film production companies and wealthy

individuals; including review of all client tax returns (individual

and corporate federal, state and local tax returns; partnership and

trust returns; estate and gift tax returns; payroll tax returns; etc).

. Supervised and advised clients in the acquisition and development of

numerous real estate ventures including office buildings, shopping

centers, small and large strip centers as well as free standing single

real estate projects.

. I personally developed and owned two office buildings and several

multi family developments.

. Oversaw all federal and state tax audits and other compliance matters.

Page 3

. As managing partner of Traubner & Flynn I supervised all the staff and

partners. The firm employed 30 staff and 5 partners handling the

financial affairs of more than 80 clients. The firm was sold to

Deloitte & Touche in 1991.

Price Waterhouse & Co

1971 - 1974

Senior Tax Accountant

. Clients were primarily wealthy individuals, banks, savings and loans,

REITs, real estate development and management companies and several

diverse entertainment companies.

. Served as acting tax manager for several REITs, banks, savings and

loans, real estate developers and entertainment clients as well as

more than 100 high net worth individuals and their related entities.

. Services included the preparation and review of federal, various state

and local income tax returns of individuals, corporations, estates and

trusts as well as the preparation of estate tax returns.

. Supervised various tax audits of client returns for federal as well as

multiple state and local taxing authorities.

. Prepared notes to financial statements relating to the provision for

income taxes on various companies audited by Price Waterhouse & Co.

. Supervised 2 tax seniors and 5 tax staff.

EDUCATION & PROFESSIONAL LICENSES

BA (Cum Laude), Political Science, 1971, UCLA

CPA, California, 1973 to Present

NASD Securities Licenses:

Series 7 General Securities Representative License

Series 9&10 Securities Management License

Series 63 Multi-State Securities License

Series 65 Registered Investment Advisor License

California Real Estate Broker's License



Contact this candidate