Fundraising Fox

Brion Crum

Investor

Director, Investor Experience & Client Relations Lead at Caliber

Scottsdale, Arizona, United States

About

Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber, where he works with investors and manages client relationships. He previously served as a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on asset protection, tax planning, and portfolio construction, and began his career as an internal wholesaler at ING Funds before working as an independent advisor. He holds a BSBA in Finance and Aviation Management from The Ohio State University and is a registered representative with Tobin & Company Securities LLC.

Experience

  1. Caliber CompaniesVP of Wealth Developmentcurrent2014 — presentScottsdale, Arizona, United States
  2. Caliber CompaniesVP of Investments2014 — 2022Scottsdale, AZ
  3. www.Sustainability-Advisors.comFounding Board Membercurrent2019 — presentScottsdale, Arizona, United States
  4. The C-Suite NetworkC-Suite Network Executive Leadercurrent2020 — presentScottsdale, Arizona, United States
  5. MyLand - Agricultural Soil Health SystemsMember Of The Board Of Advisorscurrent2013 — presentGreater Phoenix Area
  6. WHEN® Way of LifeStrategic Advisor Board Membercurrent2018 — presentScottsdale, Arizona, United States
  7. VERDEXCHANGE ArizonaVolunteer for global sustainability eventscurrent2013 — presentGreater Phoenix Area
  8. Eliances, "Where Entrepreneurs Align"Founding Advisory Board Membercurrent2013 — presentScottsdale, AZ, United States
  9. QwickFounding Strategic Advisor2018 — 2024Greater Phoenix Area
  10. vCandidates.comBoard Member2018 — 2023Tempe, Arizona, United States
  11. KozeeAdvisory board member2018 — 2022Greater Phoenix Area
  12. Planned Giving Round Table of ArizonaBoard Member2020 — 2022Phoenix, Arizona, United States
  13. Obelus MediaAdvisory Board Member2013 — 2018Boston and Scottsdale, AZ
  14. PlayworksPresident of Leadership Council2013 — 2017Greater Phoenix Area
  15. Merrill LynchFinancial Advisor2010 — 2014Scottsdale, AZ
  16. True Mortgage MB #0908019Loan Officer2009 — 2010Scottsdale, AZ, United States
  17. Pinnacle Wealth, llc Boutique Investment and Insurance Advisory FirmManaging Member2006 — 2010Scottsdale, AZ
  18. Royal Palms Resort and SpaGuest Services Manager1997 — 2010Arcadia, AZ
  19. Sanctuary Camelback MountainBellman2007 — 2010Paradise Valley, Arizona
  20. Synergy Investment GroupFinancial Planner2004 — 2006Scottsdale, AZ, United States
  21. Voya Investment ManagementRegional Inside Wholesaler1999 — 2002Scottsdale, AZ, United States

Skills & more

Non-profit Board LeadershipBoard level experienceRetirement PlanningAsset ManagmentStrategic Financial PlanningBusiness StrategySuccession PlanningPensionsEmployee BenefitsStart-upsFinancial ServicesInvestments
+12 morePortfolio ManagementFinancial AnalysisInsuranceEntrepreneurshipFinanceStrategic PlanningMergersAcquisition IntegrationStrategyLeadershipManagementMentoring

From Brion's professional profile.

Colleagues at Caliber

Bill Gerber
Director at Caliber
Chris Loeffler
CEO at Caliber
David Granucci
Sales Associate, Private Client at Caliber
Dereck Grey
Senior Vice President at Caliber
Dimitri Uhlik
Managing Director at Caliber
Greg James
Chief Operating Officer at Caliber
J. Alan Reid, Jr.
Director at Caliber
Jennifer Schrader
President, Co-Founder & Director at Caliber

Frequently asked questions

Who is Brion Crum?
Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber, where he works with investors and manages client relationships. He previously served as a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on asset protection, tax planning, and portfolio construction, and began his career as an internal wholesaler at ING Funds before working as an independent advisor. He holds a BSBA in Finance and Aviation Management from The Ohio State University and is a registered representative with Tobin & Company Securities LLC.
Where does Brion Crum work?
Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber.
Where did Brion Crum go to school?
Brion Crum studied at The Ohio State University (BSBA; BSBA, Finance; Aviation Management); Tiffin Columbian (College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program).

Same school

Also attended The Ohio State University117

Keatten SmithCapital Formation Coordinator at March Capital PartnersSara Risch, PhDAdvisor at CincyTechWill McKelveyPrincipal at Lerer HippeauLaura SebastianiVP of Finance at Scale Venture PartnersSuresh BalasubramanianInvestor at Storm VenturesJohn D. SimonExecutive Venture Partner at Caduceus Capital Partners

+ 111 more

Shared employers

Also worked at Qwick5

John MayfieldPartner at Album VCCurt RobertsGeneral Partner at Kickstart FundZach FerresGeneral Partner at COPLEX VENTURESSalle YooPartner at January VenturesLucas AmlickeFounder at Synphony

Also worked at Playworks2

Pramod GosaviSenior Principal at Blumberg CapitalKeshia Theobald-van GentPartner at BDev Ventures

Also worked at Merrill Lynch454

Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution

+ 448 more