
Geoff Warren Ed
As our industry becomes increasingly commoditized, the difference maker for success in today’s financial services world is finding... | 17550 North Perimeter DriveSuite 300, Scottsdale, United States
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Geoff Warren Ed’s Emails gw****@th****.com
Geoff Warren Ed’s Phone Numbers No phone number available.
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Geoff Warren Ed’s Location 17550 North Perimeter DriveSuite 300, Scottsdale, United States
Geoff Warren Ed’s Expertise As our industry becomes increasingly commoditized, the difference maker for success in today’s financial services world is finding “the process”. Cracking the code to Wealth Management, Practice Management, and Relationship Management is where our process starts. Our goal at Shurwest Financial, is to implement those processes and strategies into your practice to provide predictable, measurable, and sustainable success. We do this with a field proven process that will allow you to stop chasing prospects, instead, “attract” your ideal clients. This approach is about not only acquisition of the ideal client but the retention of those relationships and how to move those clients to advocacy. They ultimately will provide you with a steady stream of “introductions” to other ideal clients. My intention is to be fully engaged / in partnership with a select group of elite financial advisors and professionals. These advisors are committed to measurable progress and growth in both their practices and personal lives. Recognition of the connection between those 2 facets of life is a key element in my own success and sharing those processes with my advisors is a driving force for me and those key partnerships. Achieving personal and professional success is the outcome of applying proven systems and processes. This is the basis and foundation for long term, truly mutually beneficial relationships.
Geoff Warren Ed’s Current Industry Shurwest
Geoff
Warren Ed’s Prior Industry
District
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Western Governors University
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Backbone Communications
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The Quantum Group Usa
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Shurwest Financial
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Shurwest
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Work Experience

Shurwest
Executive Director of Key Accounts
Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Shurwest Financial
Strategic Consultant
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Shurwest Financial
Wholesaler
Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
The Quantum Group Usa
Director of Key Accounts
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Backbone Communications
Regional Sales Manager
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Western Governors University
Program Manager
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
District
Administrator
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)