Brian Case Email & Phone Number
CEO @ Savology
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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 @
Brian Case Education
- The American College of Financial Services
Accredited Behavioral Finance Professional®
2024 - 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
(Ice Hockey)
1987-1988 - Minnechaug Regional High School
High School Diploma (Distributive Education Clubs of America (DECA), Ice Hockey, DJ, Stamp Collecting)
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 Accredited Behavioral Finance Professional® @ 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 1 emails and 1 mobile phone numbers on RocketReach.
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