Tax Preparer

Jon Warner, MS EA

205 16th Ave # 7

San Francisco, CA 94118

http://jonswarner.com/

415-668-9015

Objective: 

Work with companies specializing in taxation and financial planning for individuals and corporations. Additionally, available to provide business development for companies involved in tax, finance and professional services.

Career Summary

AT&T, Qwest and Adero

Twenty years of experience with measurable accomplished results in sales, marketing, business development and project management. I have worked with some of Silicon Valley’s most innovative companies and personnel, often in difficult situations. However, my ability for accomplishing the task at hand while working through business processes and politics while maintaining a high standard of ethics has always led to success. 

Achievements

Spearheaded and closed the following new revenue opportunities:

3Com                                             $25,000,000 forty-country voice/IP global data network

Cisco                                               $5,000,000 high-speed IP national broadband network

AMD                                               $2,000,000 high-speed ATM/IP domestic network

Sun Microsystems                            $800,000 IP backbone network

Covad Communications                   $7,500,000 DSL backbone network

Applied Materials                             $750,000 international data network

Clorox                                              $500,000 managed data network

Varian                                              $1,500,000 international data network

Oracle                                              Managed Strategic Qwest Oracle Business Alliance

Netscape                                          Managed Strategic Qwest Netscape Business Alliance

Adero/Inktomi                                 Channel Manager

Merrill Lynch/RBC Dain Rauscher

Managed and grew combined $20,000,000 assets under management, implementing financial plans, 529 college funding, wrap accounts, retirement planning, bond ladders, estate planning, wealth creation, wealth transfer and wealth preservation and senior advocacy planning.

Specialties

Business development, business plan writing, tax planning, financial planning, insurance analysis, retirement planning, estate planning and portfolio design.

Professional Experience:

jonswarner.com, Business Development Planner, 2008-2011, San Francisco, CA

Merrill Lynch, 2006-2008, Financial Advisor/Planner, Private Client Group, Oakland, CA 

RBC Dain Rauscher, 2004-2006, Financial Consultant, Private Client Group, San Francisco, CA 

MS Marketing, 2002-2004, Golden Gate University, San Francisco, CA

Adero, 2000-2001, Western Regional Sales Manager, San Francisco, CA . 

Qwest Communications, 1998 - 2000, Strategic National Account Manager, San Jose, CA 

AT&T, 1994 – 1998, Global Data Account Manager, Santa Clara, CA 

Education

MS, Marketing, Golden Gate University, San Francisco, CA

BA, Biology, Long Island University, Southampton New York.

Completed CFP Curriculum, American University

Certificates and Licenses

Enrolled Agent eligible to practice before the IRS

Certificate of Computer Science, Coleman College, La Mesa, CA 

TEFL/TESL Certificate LCC, Santa Barbara, CA