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Experienced Legal/Financial Consultant and Inst'l. Sales Professional

Location:
Las Vegas, NV
Posted:
August 25, 2023

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Resume:

David B. Kaplan, J.D.

***** *. ********** ****., ***** 170-B599

Las Vegas, NV 89135

509-***-****; ady7q6@r.postjobfree.com

Retired U.S. Army Reserves Judge Advocate General (JAG) Officer, former California licensed attorney and real estate salesperson/broker with California Department of Real Estate. Prior extensive civil/business litigation, financial services and teaching experience. PROFESSIONAL EXPERIENCE

DIRECTOR OF LEGAL OPERATIONS (Remote)

Net Zero Global Group, LLC – Trinidad, CO

Legal Consultant to President and Founder, May 2023 to Present

• Responsible for ensuring and improving the performance, productivity, efficiency and profitability of departmental and organizational operations through the provision of effective methods and legal strategies

• Facilitates corporate legal initiatives and serves as liaison between senior management and associated law firms and collaborative corporate entities INSTITUTIONAL BUYER REPRESENTATIVE

Rockwell Properties with offices in San Francisco, CA & Las Vegas, NV Medical Office and Industrial Real Estate Specialist, 2020 to 2021

• Served as a buyer’s representative for medical office/healthcare, industrial, retail and other multi-tenant CRE investments

• Facilitated medical office portfolio acquisitions for private and publicly traded institutional real estate investors

KW COMMERCIAL NET LEASE INVESTMENTS

Keller Williams San Diego Metro with Home Offices in Lake Tahoe & Las Vegas, NV Net Leased Commercial Real Estate Specialist, 2018 to 2020

• Provided information and training to Keller Williams residential and commercial agents in the specific niche of net leased commercial real estate investments throughout the U.S.

• Assisted REITs, private buyers/investors and 1031 clients with the acquisition of net leased commercial real estate investments on a nationwide basis

• Consulted and advised high net worth individuals, business owners and commercial real estate clients to achieve greater portfolio diversification through prudent investment strategies

THE LAW OFFICES OF DAVID B. KAPLAN, ESQ.

San Francisco, CA & Lake Tahoe, NV

Managing Attorney, January 2006 – September 2018

• Provided legal assistance and business consulting services to established and growing businesses

• Served as In-House counsel for commercial real estate investment, construction contractors and biofuels companies

• Provided business support, contracting, negotiations and mediation services to a variety of domestic and international businesses

• Created global opportunities for project funding WELLINGTON FINANCIAL GROUP

San Francisco & Carmel, CA

Acquisitions analyst and consulting attorney, January 1985 – September 2018

• Provided initial review and analysis of net lease commercial real estate investment opportunities for family office

• Responsible for initial legal consultation and guidance within the area of commercial real estate investment, equity markets and international banking facilities

• Served as liaison to various sovereign wealth funds, global and U.S. pension funds, employee retirement investment funds and insurance companies to promote joint venture CRE investment

SYNCHRONIZED ORGANIZATIONAL SOLUTIONS INTERNATIONAL LTD. Nevada, California, Belize, Panama, Hong Kong

Director, Founder & Managing Attorney, January 2006 – July 2015

• Facilitated joint venture investments for private investors and private project funders

• Provided funding support for society-enriching companies, humanitarian and non-profit organizations

• Funded The Water-Walking Foundation, a U.S. 501(c) non-profit, non-operating foundation providing financial support in response to global grant applications

• Consulted with various established and growing society-enriching businesses in the green energy, family and faith entertainment, disaster relief and job creation sectors

• Supported numerous U.S. and global organizations including:

§ Western Civil Contractors, Inc.

§ A Bridge For Kids

§ Emergency Floor/Good Works Studio, Inc.

§ TriCon Aggregates, Inc.

§ Praying Pelicans

§ Attractonomics, LLC

§ Harvest International Foundation

§ Market Colors, Inc.

§ Samaritan Strategies of Western Africa

§ Numerous start-up, society enriching companies.… MERRILL LYNCH, Spokane, WA

Financial Advisor, Global Private Client Advisory Services Chartered Retirement Planning Counselor (CRPC)

April 2004 – January 2006

• Provided financial investment and consulting services to high net worth individuals, foundations, estates and growing businesses

• Served as Private Wealth Advisor

• Facilitated corporate retirement plans and executive compensation plans THE JUDGE ADVOCATE GENERAL CORPS, UNITED STATES ARMY Major, U.S. Army Reserves – Top Secret Security Clearance January 1996 – September 2007

• Provided legal assistance, operational planning & support, and defense services to command officers, soldier, retirees and their families

• Regional Defense Counsel; 22nd Legal Support Organization, Five-State NW Region

• Command Brigade Judge Advocate; Ft. Lewis, WA

• International Law Officer; Special Operations Command, Civil Affairs; Ft. Bragg, NC

• Legal Assistance Officer; Ft. Lawton (Seattle), WA

• Adjunct Professor of Military Science; ROTC Gonzaga University, Spokane, WA PUBLIC/ CHARTER SCHOOLS; Spokane Valley, WA & Coeur d’Alene, ID Elementary & Secondary Teacher, Department Chair, Athletic and Speech & Debate Coach September 1993 – April 2004

• 1994 – 1999 Elementary Teacher

§ Central Valley School District; Spokane, WA (Grades 3, 5 and 6)

• 1999 – 2002 High School Teacher/Coach

§ The Coeur d’Alene Charter Academy; Coeur d’Alene, ID (Grades 8 - 12) o Social Studies Department Chair

o Program Developer & Coach – Speech/Debate, Varsity Soccer

• 2002 – 2004 High School Teacher/Coach

§ Central Valley School District; Spokane, WA (Grades 9, 10 and 12) THE GRUNSKY LAW FIRM, Monterey & Santa Cruz Counties, CA Associate Attorney

1991 – 1992

• Civil and Business Litigation

• Insurance Defense & Real Estate

• Professional Malpractice

• Contract Arbitration and Mediation

THE UNITED STATES ATTORNEYS OFFICE,

Southern District of California (San Diego)

Law Clerk

1988 – 1989

• Criminal Appellate Division

• Organized Crime Drug Enforcement Task Force (OCDETF) EDUCATION

1994-1995 Whitworth College Spokane, WA

• Master-In-Teaching (M.I.T.)

• WA Elem. Cert.; Grades 4-12 in Math, Biology, U.S. History/Government

• Graduated with distinction (3.98 GPA)

1988-1991 University of San Diego School of Law San Diego, CA

• Juris Doctorate

• Member of California Bar since 1991

1985-1988 University of California, San Diego San Diego, CA

• B.A. Political Science, Minor in Biology

ADDITIONAL SKILLS & LICENSING

• Previously held real estate salesperson and brokers licenses in Washington and California

• Relicensed California Real Estate Salesperson; June 2018

• Previously held Fed. Series 7, 66 and Washington State insurance licenses

• Moderate fluency in French

• Experienced in Microsoft Office

• Web and tech savvy

REFERENCES

Varied Professional and Personal References Available Upon Request



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