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David Warner Email & Phone Number

Location: Palm Springs, California, United States 8 work roles 2 schools
1 work email found @compassrosefp.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@compassrosefp.com
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Role
Business Manager
Location
Palm Springs, California, United States
Company size

Who is David Warner? Overview

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Quick answer

David Warner is listed as Business Manager at Compass Rose Financial Planning & Investment Management, a with 3 employees, based in Palm Springs, California, United States. AeroLeads shows a work email signal at compassrosefp.com and a matched LinkedIn profile for David Warner.

David Warner previously worked as Small Business Owner at Athame Libros and Senior Advisor at Social Security Advisory Board. David Warner holds Mpm, Government & Non-Profit Financial Management from University Of Maryland.

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Email format at Compass Rose Financial Planning & Investment Management

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{first}.{last}@compassrosefp.com
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AeroLeads found 1 current-domain work email signal for David Warner. Compare company email patterns before reaching out.

Profile bio

About David Warner

Nearly 3 decades of progressively responsible experience analyzing federal social insurance programs and other human services programs, in particular, Social Security, Medicare, and Medicaid. Extensive experience providing support to high-level government executives, political appointees, and elected officials, briefing them on current issues, recommending actions, and being sensitive to political subtleties. Ability to function in an objective manner in a non-partisan, bi-partisan environment. On May 1, 2018 I will be living permanently in Palm Springs, California where I will continue to operate a small, independent publishing business, Athame Libros.Specialties: Budget development, budget analysis, policy analysis, regulatory analysis, executive support, report and issue brief writing, project management, contract oversight, and IT management. Also skilled in print and audio book editing and production using Adobe InDesign and PhotoShop.

Listed skills include Policy, Policy Analysis, Government, Management, and 30 others.

Current workplace

David Warner's current company

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Compass Rose Financial Planning & Investment Management
Compass Rose Financial Planning & Investment Management
Business Manager
palm springs, california, united states
Employees
3
AeroLeads page
8 roles

David Warner work experience

A career timeline built from the work history available for this profile.

Business Manager

Current

Palm Springs, Ca

Assisting CEO and COO with day-to-day business operations, financial planning support activities, and compliance with FCC and other financial regulations. Assist with client outreach (using Advyzon's customer relations management system), designing and executing bulk email campaigns (via Mailchimp) and quarterly newsletters. Assist with bookkeeping, payroll, and payroll tax payments using QuickBooks for Mac, Quickbooks Online Payroll Premium, and client billing features via Advyzon. Part-time… Show more Assisting CEO and COO with day-to-day business operations, financial planning support activities, and compliance with FCC and other financial regulations. Assist with client outreach (using Advyzon's customer relations management system), designing and executing bulk email campaigns (via Mailchimp) and quarterly newsletters. Assist with bookkeeping, payroll, and payroll tax payments using QuickBooks for Mac, Quickbooks Online Payroll Premium, and client billing features via Advyzon. Part-time position. Show less

May 2018 - Present

Small Business Owner

Athame Libros

Palm Springs, Ca

Editing and production of print and audiobooks (Adobe InDesign and PhotoShop) for independent authors and assisting them in making contacts with graphic design and voice artists for customized covers and audio version of their titles.

Senior Advisor

Social Security Advisory Board

Washington, Dc

I analyzed policies, regulations, budgets and legislation affecting the programs administered by the Social Security Administration (SSA) and brief the Chair and members of the Social Security Advisory Board (SSAB) on the impact these things have on SSA programs and operations. I staffed monthly SSAB meetings and meetings of expert panels convened by the Board to review aspects of Social Security retirement and disability programs. I wrote policy reports, issue briefs and other briefing… Show more I analyzed policies, regulations, budgets and legislation affecting the programs administered by the Social Security Administration (SSA) and brief the Chair and members of the Social Security Advisory Board (SSAB) on the impact these things have on SSA programs and operations. I staffed monthly SSAB meetings and meetings of expert panels convened by the Board to review aspects of Social Security retirement and disability programs. I wrote policy reports, issue briefs and other briefing materials detailing staff-level research, Advisory Board research and the Board’s conclusions and recommendations on retirement and income security issues. I tracked budget and appropriations action on Social Security programs and brief the Board on the status of decisions. I drafted congressional testimony and correspondence for the Chair and other members of the Board. I developed a new budget formulation and presentation process and Excel-based data system to manage and track the Board’s $2.3 million administrative budget. I developed an Excel-based financial management system for managing and tracking agency expenditures. I managed office information technology (IT) systems, including systems administration of office local area network and 15 staff workstations, monitored and managed performance of a multi-year IT contract as the designated Contract Officer Representative (COR), and worked with others on the staff to keep the SSAB's website up to date. I also served as the SSAB designee and Program Manager/liaison to the government-wide Controlled Unclassified Information (CUI) program, and Chief Freedom of Information Act (FOIA) Officer. I supervised, mentored, and delegated work to the SSAB Executive Assistant, SSAB interns, and the office Staff Assistant. I served as SSAB liaison for facilities, maintenance, and security issues. Show less

Dec 1998 - Mar 2018

Senior Social Insurance Analyst

Washington, Dc

I analyzed legislation and proposed legislation to ascertain their effect on Social Security programs. I provided technical assistance to congressional staff on SSA-related issues. I prepared comprehensive responses to inquiries from congressional and other external parties. I identified policy and operational problems that required legislative remedies and developed proposals to address them. I provided executive support to the Deputy Commissioner, including correspondence tracking and… Show more I analyzed legislation and proposed legislation to ascertain their effect on Social Security programs. I provided technical assistance to congressional staff on SSA-related issues. I prepared comprehensive responses to inquiries from congressional and other external parties. I identified policy and operational problems that required legislative remedies and developed proposals to address them. I provided executive support to the Deputy Commissioner, including correspondence tracking and control, work prioritization, scheduling and the delegation of assignments to senior managers. I drafted decision documents for review and sign-off by senior policy officials. I drafted testimony and briefing materials for SSA officials in preparation for congressional hearings and coordinated clearance by the Executive Office of Management & Budget (OMB). I briefed Members of Congress and congressional staff on SSA-related issues. I served as SSA liaison with congressional committee staff, OMB staff and other agency staff on cross-cutting projects.I also completed a developmental assignment as Professional Staff to the House Committee on Ways & Means, Social Security Subcommittee. In this position, I provided analysis and technical assistance on Social Security and disability issues to Members of Gongress. I identified witnesses to testify before the Subcommittee and coordinated hearings. I coordinated projects with the staffs of the Human Resources and Health Subcommittees on issues of cross-cutting jurisdiction. I met with federal agency staff, oversight bodies and other stakeholders to hear their concerns and get their input on developing legislation. Show less

Mar 1995 - Dec 1998

Budget Analyst

Washington, Dc

I provided technical assistance and quality control in the production and distribution of budget documents for HHS operating divisions and agencies. I coordinated operating division and agency input of budget and staffing data into various databases operated by HHS, OMB and the Congress. I prepared guidance on, and interpretation of, departmental budgetary procedures and instructions for HHS operating divisions and agencies. I analyzed cross-cutting data on HHS programs and activities and… Show more I provided technical assistance and quality control in the production and distribution of budget documents for HHS operating divisions and agencies. I coordinated operating division and agency input of budget and staffing data into various databases operated by HHS, OMB and the Congress. I prepared guidance on, and interpretation of, departmental budgetary procedures and instructions for HHS operating divisions and agencies. I analyzed cross-cutting data on HHS programs and activities and presented recommendations to senior managers, the Deputy Assistant Secretary and the Assistant Secretary for consideration at all stages of the annual budget process. I tracked congressional action on HHS appropriations bills. I served as Acting Branch Chief from June 1994 to March 1995, with full supervisory responsibility for two professional staff with a 6-month temporary promotion to a Supervisory Budget Analyst role at the GS-14 level. Show less

Oct 1991 - Mar 1995

Program Analyst

Washington, Dc

I reviewed and analyzed discretionary budget activities of the Medicare and Medicaid programs. I reviewed and analyzed legislation and regulations affecting the Medicare and Medicaid programs and performed special analyses on related issues. I presented recommendations to senior managers, the Deputy Assistant Secretary and the Assistant Secretary for consideration at all stages of the annual budget process.

Jul 1988 - Oct 1991

Graduate Research Assistant

Institute For Governmental Service At The University Of Maryland

College Park, Md

I analyzed financial, economic and budgetary data for projects commissioned by State and local governments throughout the State of Maryland. I evaluated a wide variety of government programs and agencies, analyzing program objectives and performance. I researched the statutory authorities and enabling legislation for multiple government agencies and programs. I provided financial and budgetary analysis and advice to municipalities in Allegany County, Maryland. I compiled and analyzed wage… Show more I analyzed financial, economic and budgetary data for projects commissioned by State and local governments throughout the State of Maryland. I evaluated a wide variety of government programs and agencies, analyzing program objectives and performance. I researched the statutory authorities and enabling legislation for multiple government agencies and programs. I provided financial and budgetary analysis and advice to municipalities in Allegany County, Maryland. I compiled and analyzed wage and compensation data for local governments in Maryland, and drafted and published the results in a wage and compensation profile for the State. I collected and analyzed data on citizen boards, committees and commissions in St. Mary’s County, Maryland and analyzed their impact on the county budget. Show less

Apr 1987 - Aug 1988

Bookkeeper

Alex Brown & Sons, Inc

Baltimore, Md

I dispersed government securities and corporate stock issues to institutional clients through an automated wire transfer system, initiating trouble-shooting and problem-solving procedures whenever there were errors in the records or when technical or mechanical failures occurred with either automated or manual procedures and equipment. I completed bookkeeping and journal entries associated with securities disbursements using automated data processing and accounting systems. I processed and… Show more I dispersed government securities and corporate stock issues to institutional clients through an automated wire transfer system, initiating trouble-shooting and problem-solving procedures whenever there were errors in the records or when technical or mechanical failures occurred with either automated or manual procedures and equipment. I completed bookkeeping and journal entries associated with securities disbursements using automated data processing and accounting systems. I processed and prepared numerous automated financial statements for the firm’s Operations Department. Show less

Oct 1985 - Aug 1986
2 education records

David Warner education

Mpm, Government & Non-Profit Financial Management

Activities and Societies: I also worked as a paid graduate intern for the Center for International Security Studies at the University.

FAQ

Frequently asked questions about David Warner

Quick answers generated from the profile data available on this page.

What company does David Warner work for?

David Warner works for Compass Rose Financial Planning & Investment Management.

What is David Warner's role at Compass Rose Financial Planning & Investment Management?

David Warner is listed as Business Manager at Compass Rose Financial Planning & Investment Management.

What is David Warner's email address?

AeroLeads has found 1 work email signal at @compassrosefp.com for David Warner at Compass Rose Financial Planning & Investment Management.

Where is David Warner based?

David Warner is based in Palm Springs, California, United States while working with Compass Rose Financial Planning & Investment Management.

What companies has David Warner worked for?

David Warner has worked for Compass Rose Financial Planning & Investment Management, Athame Libros, Social Security Advisory Board, Social Security Administration, and Department Of Health And Human Services.

Who are David Warner's colleagues at Compass Rose Financial Planning & Investment Management?

David Warner's colleagues at Compass Rose Financial Planning & Investment Management include Michael Crick.

How can I contact David Warner?

You can use AeroLeads to view verified contact signals for David Warner at Compass Rose Financial Planning & Investment Management, including work email, phone, and LinkedIn data when available.

What schools did David Warner attend?

David Warner holds Mpm, Government & Non-Profit Financial Management from University Of Maryland.

What skills is David Warner known for?

David Warner is listed with skills including Policy, Policy Analysis, Government, Management, Proposal Writing, Analysis, Research, and Public Speaking.

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