Brian Case Location
- Lehi, UT, US
Brian Case Work
- 2025 - now CEO @
- now Direct Wealth Care powered by Savology @
- 2024 - now Contract @
- 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 @
- 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 and Direct Self 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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