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David Kaplan

You are here: Home / Resilience / David Kaplan

January 7, 2021 By Michael Santos

David Kaplan has extensive experience as a lawyer and a real estate investor. Complications from government investigation led him into problems. We’re fortunate to have his expertise on our team. David assists our team with client-service work on the compliance side.

PROFESSIONAL EXPERIENCE

ROCKWELL PROPERTIES (San Francisco, CA)

Home Office – Summerlin (Las Vegas), NV

Net Leased Commercial Real Estate Specialist, September 2020 to present

KW COMMERCIAL NET LEASED INVESTMENTS

Keller Williams San Diego Metro & Home Office Lake Tahoe, NV

Net Leased Commercial Real Estate Specialist, September 2018 to September 2020

  • •       Provided information and training to Keller Williams residential and commercial agents throughout the U.S. in the specific niche of net leased commercial real estate investments
  • •       Assisted REITs, private buyers/investors and 1031 clients net leased commercial real estate investments on a nationwide basis as a buyer’s representative
  • •       Consulted and advised high net worth individuals, business owners and commercial real estate clients concerning greater portfolio diversification and more prudent investment strategies
  • •       Affiliated and collaborated with numerous commercial real estate brokers and commercial real estate listing offices to facilitate prudent CRE investment opportunities for clients

THE LAW OFFICES OF DAVID B. KAPLAN, ESQ.

San Francisco, CA & Lake Tahoe, NV

Managing Attorney, July 2015 – 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

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 applicants
  • Consulted with various established and growing society-enriching businesses in the green energy, family and faith entertainment, disaster relief and job creation sectors
  • Supported organizations included, among others:
    • Coastal/Trinidad, LLC
    • A Bridge For Kids
    • Emergency Floor/Good Works Studio, Inc.
    • TriCon Aggregates, Inc.
    • Praying Pelicans
    • Native Son Holdings, LLC
    • Attractonomics, LLC
    • Harvest International Foundation
    • Market Colors, Inc.
    • Samaritan Strategies of Western Africa
    • Hundreds of other 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 and6)
  • 1999 –  2002    High School Teacher/Coach
    • The Coeur d’Alene Charter Academy; Coeur d’Alene, ID (Grades 8 -12)
      • Social Studies Department Chair
      • Program Developer & Coach – Speech/Debate, VarsitySoccer
  • 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 Schoolof 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 and current 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

Available Upon Request

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