Dana Flynn

Executive Director, Wealth Management Operations, Morgan Stanley

Dana Flynn is an Executive Director at Morgan Stanley and senior advisor within Wealth Management Operations Tax Compliance.

Previously, Dana was a Director in the Corporate Tax Department at BNP Paribas and the Global Head of U.S. Information Reporting & Withholding, FATCA, and QI Advisory. As U.S. tax advisory, she worked with various local and global divisions of BNP Paribas relating to their policy planning and development, as well as, strategic compliance and control implementation pertaining to various areas of U.S. domestic and non-resident withholding and information reporting, including the Foreign Account Tax Compliance Act (FATCA), Qualified Intermediary (QI) Agreement and Section 871(m) of the Internal Revenue Code. Prior to BNP Paribas, she was a Director within Group Tax at UBS where she was the Americas regional expert for FATCA.

Ms. Flynn has been a guest speaker and chairperson at various tax information reporting and withholding conferences within the industry and was the 2018 Chair of IRPAC (Information Reporting Program Advisory Committee). Currently, she is the 2019 Vice-Chair of the Securities Industry and Financial Markets Association (SIFMA) Tax Compliance Committee and a member of IRSAC (Internal Revenue Service Advisory Committee). Dana received her BA from Boston College and JD from Suffolk University Law School.