Brian Case Location
- Lehi, UT, US
Brian Case Work
- 2025 -now CEO @
- 2024 -now Advisor and Investor @
- 2023 -now Co-Founder @
- 2025 -now Co-Founder @
- 2025 -now Founder and CEO @
- 2025 -now Fintech Advisor @
- 2024 -now Advisor @
- 2024 -now Advisor and Investor @
- 2010 -now EOS® Practitioner @
- 2005 -now Strategic Coach® Member and Advocate @
- 2023 -now SpecialOps Consultant @
- 2022 -now Investor @
- 2021 -now Member and Investor @
- 2022 -now Co-Founder @ Advisor-Rx - Your Prescription for Attracting and Serving Physician Families
- 2017 -now Founder @ PFTI Wealthcare
- 2010 -now Investor @
- 2024 -2024 Co-Founder @ Value Creation Kid | Dinner Table for Physicians
- 2024 -2024 Capital Markets Consultant @
- 2023 -2024 Chief Executive Officer @
- 2012 -2024 Investor @
- 2022 -2023 Co-Founder @ Advisor-CI - Engaging and Educating Physicians using Collective Intelligence
- 2021 -2022 Client Advocate and Business Development Consultant @
- 2017 -2022 Investor @
- 2017 -2021 Wealth Management Advisor @
- 2010 -2020 Investor @ Metactive Medical
- 2010 -2020 Investor @
- 2007 -2018 Founder and Managing Partner @ Bradway Capital
- 2000 -2017 Founder and Managing Partner @ Case Financial Services - Bradway Financial
- 2012 -2017 Investor @
- 2012 -2017 Investor @ Serotta Cycling --> Saratoga Frameworks
- 2010 -2017 Investor @ Grove Medical, Inc.
- 1990 -2015 Founder @ CycleFitness --> State Line Cycles --> Fit to Ride
- 2010 -2010 Investor @ Kansas City Healthcare Incubator
- 1998 -1999 Advisor @ MassMutual - Charter Oak Financial Group
- 1995 -1997 Junior Advisor @
- 1989 -1992 Co-Founder @ Sharon’s Country Kitchen
- 1986 -1991 Waiter —> Head Waiter —> Bartender @ The Gathering
- 1986 -1987 Emerging Entrepreneur @ Distributed Education Clubs of America
- 1985 -1987 Co-Founder @ RockSteady
- 1984 -1987 Co-Founder @ Family Bike & Sport - Hockey Shop
- 1983 -1987 Dish Dog —> Assistant Manager @
- 1983 -1987 Head Mechanic and Commissioned Sales @ Family Bike & Sport
- 1980 -1987 Founder @ Bennett Road Babysitting
- 1980 -1985 Co-Founder @ Boys' Life Magazine Classifieds - Stamp Collector Starter Kit
- 1982 -1983 Founder and Bike Mechanic @ Bennett Road Bike Repair
Brian Case Education
- The American College of Financial Services
Certified Financial Planner™ (Personal Financial Planning)
1999-2000 - Western Connecticut State University
(Business Administration and Management, General)
1990-1991 - Western New England University
(Business Administration and Management, General)
1988-1989 - Quinnipiac University
(Business Administration and Management, General)
1987-1988 - The American College of Financial Services
- Minnechaug Regional High School
Brian Case Skills
- Investments
- Investment Management
- Finance
- Strategy
- Luxury Goods
- Retirement
- Financial Services
- Entrepreneurship
- Venture Capital
- Start-ups
- Mergers & Acquisitions
- Marketing Strategy
- Investment Strategies
- Private Equity
- Marketing
- Investor Relations
- Wealth Management
- Angel Investing
- Sales Management
- Merchandising
- Management
- Business Acquisition
- Sales
- Asset Allocation
- Executive Management
- E-commerce
- Market Analysis
- Online Advertising
- Alternative Investments
- Asset Management
- Business Development
- Business Planning
- Business Strategy
- Competitive Analysis
- Corporate Development
- Corporate Finance
- Due Diligence
- Equities
- Estate Planning
- Event Management
- Financial Planners
- Hedge Funds
- Mutual Funds
- Online Marketing
- Management Consulting
- Investment Banking
- Investment Advisory
- Financial Advisory
- Financial Planning
- Portfolio Management
- Start Ups
- Mergers and Acquisitions
- E Commerce
- Change Management
- Social Media
- Project Management
- Microsoft Excel
- Photoshop
- Microsoft Office
Brian Case Summary
- Brian Case, based in Lehi, UT, US, is currently a CEO at Savology. Brian Case brings experience from previous roles at Savology, Direct Wealth Care, Direct Self Care and Direct Practice Care. Brian Case holds a 1999 - 2000 Certified Financial Planner™ in Personal Financial Planning @ The American College of Financial Services. With a robust skill set that includes Investments, Investment Management, Finance, Strategy, Luxury Goods and more. Brian Case has 2 emails on RocketReach.
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