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Geoff Warren M.Ed. Email & Phone Number

Director of Key Accounts at The Quantum Group, USA, LLC at The Quantum Group, USA, LLC
Location: Scottsdale, Arizona, United States 7 work roles 2 schools
2 work emails found @shurwest.com 1 phone found area 800 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email g****@shurwest.com
Direct phone (800) ***-****
LinkedIn Profile matched
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Current company
The Quantum Group, USA, LLC
Role
Director of Key Accounts at The Quantum Group, USA, LLC
Location
Scottsdale, Arizona, United States
Company size
24 employees

Who is Geoff Warren M.Ed.? Overview

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Geoff Warren M.Ed. is listed as Director of Key Accounts at The Quantum Group, USA, LLC at The Quantum Group, USA, LLC, a with 24 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at shurwest.com, phone signal with area code 800, and a matched LinkedIn profile for Geoff Warren M.Ed..

Geoff Warren M.Ed. previously worked as Executive Director of Key Accounts at Shurwest and Director of Key Accounts at The Quantum Group, Usa, Llc. Geoff Warren M.Ed. holds Master'S Degree, Organizational Leadership & Supervision, 4.0 from Northern Arizona University.

Company email context

Email format at The Quantum Group, USA, LLC

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*@shurwest.com
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AeroLeads found 2 current-domain work email signals for Geoff Warren M.Ed.. Compare company email patterns before reaching out.

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Profile bio

About Geoff Warren M.Ed.

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.

Listed skills include Leadership, Sales, Training, Crm, and 23 others.

Current workplace

Geoff Warren M.Ed.'s current company

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The Quantum Group, USA, LLC
The Quantum Group, Usa, Llc
Director of Key Accounts at The Quantum Group, USA, LLC
scottsdale, arizona, united states
Website
thequantum.com
Employees
24
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Company profile
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7 roles · 27 years

Geoff Warren M.Ed. work experience

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

Executive Director Of Key Accounts

Current
Shurwest

By applying a specific “fit” process to the advisors he partners with, I implement measurable and predictable practice management strategies, helping his advisors achieve the long-term, sustainable growth they desire. I am committed to carefully-chosen advisor partners, truly believing that growing their businesses is the best way for Shurwest to grow.Specialties: RIA SPECIALIST, PRACTICE MANAGEMENT, IRA, retirement income planner, retirement planning, 401K rollover specialist, annuity, fixed index annuity (FIA), equity fixed annuities, fixed annuity (FA), variable annuity (VA), SPIA, life insurance, IUL, insurance, senior products, bond and CD alternatives, IMO, FMO, Income rider, wholesaler

Oct 2017 - Present

Strategic Consultant

Shurwest Financial Group

Scottsdale, Az

I thrive on challenge and change and look forward to new opportunities to build positive influential relationships every day. I consider my energy, analytical skills and creativity in tackling problems to be a major asset to the select, elite team of producers I work with. My goal and intention is to partner with open minded Producers who are willing to learn from others and have an unwavering drive to take their business to greater heights.My commitment to my Producers: “I partner with Top industry Producers that are willing to implement Shurwest's best practices and who see their best years in business ahead. By applying a specific “fit” process to those I partner with, and implementing measurable and predictable strategies, I intend to help my Producers achieve long term, sustainable growth and in turn, grow my personal practice.”Call me at 800-440-1088 to learn more. Specialties: RIA SPECIALIST, IRA, retirement income planner, retirement planning, 401K rollover specialist, annuity, fixed index annuity (FIA), equity fixed annuities, fixed annuity (FA), variable annuity (VA), SPIA, life insurance, IUL, insurance, senior products, bond and CD alternatives, IMO, FMO, Income rider, wholesaler

Jan 2014 - Oct 2017

Wholesaler

Shurwest Financial Group

Scottsdale, Az

I work with agents and advisors to grow their annuity and life insurance business using branding, web presence, and cutting edge sales strategies .

Jul 2013 - Jan 2014

Regional Sales Manager

Backbone Communications

Phoenix

• Overall goal is to create credibility, build strong, lasting client relationships, earn the client’s trust through flawless delivery, and close or build business with C-Level clients and executives.• I would also be the “face” for Backbone Communications and filter any questions or concerns they would have along the way. My approach would and efforts would focus on being the solution for my clients. Build a rapport and trusting relationship to make their transition to a new organization as seamless as possible.• Prepare and present professional presentations and proposals based off of analyzing and interpret client needs to formulate solutions.• Successfully sell and implement educational technology throughout assigned territory. Achieved 95% renewal rate on residual accounts.• Perform an average of 90 cold calls per week to new prospects within designated territory.• Set up opportunities for additional add-ons in the future as well as future residuals.• Personally design, create and fund marketing campaigns, brochures, mailers and conference materials.• Prospect via calls and email blasts, schedule presentations, perform presentations (both onsite and via online meetings), follow up during the sales process, provide pricing proposals and submit bids for RFPs. • Overcome objections, close deals (sign contracts), schedule installation and training, and follow up to ensure customer satisfaction. • Sponsor and organize events, entertainment and dining for clients and prospects.• Developed personal territory plans and devised fishing schemes for clients. This included purchasing an email blast system with personal funding to generate more qualified leads.• Leveraged existing accounts with one client and expanded them district-wide. • Launched new products into territory and published accounts’ success stories to increase sales in surrounding areas.

2012 - Jul 2013

Program Manager

Western Governors University

Phoenix

• Oversaw a team of 18 mentors and their success and training. Managed students' academic progress according to university policies and maintained appropriate documentation of all academic transactions. Assisted students in career planning within the boundaries of his or her expertise, and directed students to planning resources in other areas as appropriate.• Provided direct, comprehensive program guidance to assigned students of 90+ in adult learning theories online. Evaluated learning styles, skills, deficiencies and goals; assisted in the development of Academic Action Plans; identifies appropriate learning resources to use; and facilitate the use of available resources.• Monitor academic progress, communicated with each individual on a weekly basis; intervened as necessary to assist those individuals having difficulty, and completes required University reports on their academic status.

2010 - 2012 ~2 yrs

Administrator

District

Phoenix

• Oversaw staff of 19 teachers and 19 administrative and support personnel at education institute for up to 450 at-risk students, grade 7 to 12. Along with supervising and leading multiple programs: Adult Training Center (Mild and Moderate mentally challenged students 18-22 years of age), Youth Transition Program (job placement), P.A.S.S. (Credit Recovery), Park Place (evening school for students which have been long termed, Summer School, E-School (on-line education), Parent Program (Parent Education), After School Tutor Lab Experience.• Directed all aspects of administrative leadership in conjunction with the principal to include budgeting, interviewing, hiring, staffing, discipline, conflict resolution, teacher oversight and training as well as internal/external communication.• Supervised budget forecasting and allocation process and ensured compliance with state funding guidelines; optimized limited budgetary funds with creative use of resources. Analyzed statistical data and key performance indicators to identify trends, areas of deficiency or ineffective methods; recommended and implemented operational or training improvements.

2000 - 2010 ~10 yrs
Team & coworkers

Colleagues at The Quantum Group, USA, LLC

Other employees you can reach at thequantum.com. View company contacts for 24 employees →

JV Josef Vargas Josef Vargas Colleague at The Quantum Group, Usa, LlcChandler, Arizona, United States View → JM Jacquie Masoud Jacquie Masoud Colleague at The Quantum Group, Usa, LlcChandler, Arizona, United States View → TN Tiffany Nicely Tiffany Nicely Colleague at The Quantum Group, Usa, LlcScottsdale, Arizona, United States View → AW Aj Wolfe Aj Wolfe Colleague at The Quantum Group, Usa, LlcScottsdale, Arizona, United States View → JG Jason Greene Jason Greene Colleague at The Quantum Group, Usa, LlcScottsdale, Arizona, United States View → LE Lauren Edwards Lauren Edwards Colleague at The Quantum Group, Usa, LlcGreater Phoenix Area, United States View → CH Cameron Hollerbach Cameron Hollerbach Colleague at The Quantum Group, Usa, LlcScottsdale, Arizona, United States View → CB Colton Burdine Colton Burdine Colleague at The Quantum Group, Usa, LlcScottsdale, Arizona, United States View → TR Tess Ralston Tess Ralston Colleague at The Quantum Group, Usa, LlcDes Moines, Iowa, United States View → SD Scott Drake Scott Drake Colleague at The Quantum Group, Usa, LlcScottsdale, Arizona, United States View →
2 education records

Geoff Warren M.Ed. education

Master'S Degree, Organizational Leadership & Supervision, 4.0

Northern Arizona University

Activities and Societies: Suma Cum Laude

Bachelor Of Arts (B.A.), Education, 3.41

Arizona State University

Activities and Societies: Manga Cum Laude

FAQ

Frequently asked questions about Geoff Warren M.Ed.

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

What company does Geoff Warren M.Ed. work for?

Geoff Warren M.Ed. works for The Quantum Group, USA, LLC.

What is Geoff Warren M.Ed.'s role at The Quantum Group, USA, LLC?

Geoff Warren M.Ed. is listed as Director of Key Accounts at The Quantum Group, USA, LLC at The Quantum Group, USA, LLC.

What is Geoff Warren M.Ed.'s email address?

AeroLeads has found 2 work email signals at @shurwest.com for Geoff Warren M.Ed. at The Quantum Group, USA, LLC.

What is Geoff Warren M.Ed.'s phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Geoff Warren M.Ed. at The Quantum Group, USA, LLC.

Where is Geoff Warren M.Ed. based?

Geoff Warren M.Ed. is based in Scottsdale, Arizona, United States while working with The Quantum Group, USA, LLC.

What companies has Geoff Warren M.Ed. worked for?

Geoff Warren M.Ed. has worked for Shurwest, The Quantum Group, Usa, Llc, Shurwest Financial Group, Backbone Communications, and Western Governors University.

Who are Geoff Warren M.Ed.'s colleagues at The Quantum Group, USA, LLC?

Geoff Warren M.Ed.'s colleagues at The Quantum Group, USA, LLC include Josef Vargas, Jacquie Masoud, Tiffany Nicely, Aj Wolfe, and Jason Greene.

How can I contact Geoff Warren M.Ed.?

You can use AeroLeads to view verified contact signals for Geoff Warren M.Ed. at The Quantum Group, USA, LLC, including work email, phone, and LinkedIn data when available.

What schools did Geoff Warren M.Ed. attend?

Geoff Warren M.Ed. holds Master'S Degree, Organizational Leadership & Supervision, 4.0 from Northern Arizona University.

What skills is Geoff Warren M.Ed. known for?

Geoff Warren M.Ed. is listed with skills including Leadership, Sales, Training, Crm, Management, Customer Service, Insurance, and Public Speaking.

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