Please use Book Now link to Schedule a call/meeting with me: : http://booknow.so/contact-brioncrum For over a dozen years, Brion Crum has been advising early stage, high growth potential companies involved in manufacturing, software, IT, clean tech, nanotechnology, biotechnology, renewable energy and non-profit endeavors. One of these high growth companies is Caliber:The Wealth Development Company. Brion is the Director of Strategic Relationships where his primarily role is to drive revenue and profitability to all business units and increase shareholder value for their investors. Caliber supports the local business community by hosting Caliber Summit events that provide speakers on topics of interest to business owners, entrepreneurs and investors. We also have a crowd-funding portal that will be used to raise capital for Arizona businesses and projects. Caliber has been able to return 28.3% to our investors in 2013 and 19% in 2014, we project through diligent acquisitions and superior management we can maintain 20%+IRRs. Caliber is developing and strengthening relationships with our clients, strategic partners, investors, economic developers, community based organizations and non-profits. With Caliber you Invest on Main Street not Wall Street Brion serves President of the Leadership council for Playworks Arizona whose mission is to improve the health and well-being of children by increasing opportunities for physical activity and safe, meaningful play. In the Greater Phoenix area, Playworks partners with corporations, foundations and individuals who share their commitment and passion to improve education and children's well being. Brion has been a member of Phoenix Green Chamber of Commerce, Valley Partnership, and Arizona Technology Council which allow him to leverage these resources to make Arizona a better place to live and do business.

Director of Strategic Relationships - The nexus of technology, real estate and financial services @ Caliber has been able to return 28.3% to our investors in 2013 and 19% in 2014, we project through diligent acquisitions and superior management we can maintain 20%+IRRs. Developing and strengthening relationships with strategic partners, investors, economic developers, community based organizations and non-profits. We will be launching an equity crowd-funding portal, www.venturelocalist.com in Q1 2015 which will allow greater access to a portfolio of income producing real estate to main street investors so they can invest locally. From December 2014 to Present (1 year 1 month) Advisory Board Member @ Developed and implemented strategy for creating advisory board for digital media and ad tech startup From October 2013 to Present (2 years 3 months) President of Leadership Council @ Playworks impacts more of our school children in a positive way than any other non-profit in Arizona with full time staff in 18 K-8 schools and over 13,500 students. Playworks puts trained teachers on the playground using something as simple as organized recess to reduce bullying and improve school climate. From 2013 to Present (2 years) Phoenix, Arizona AreaFinancial Advisor @ Brion has been in the financial services industry since 1993, joining Merrill Lynch in September 2010. Many clients are involved in manufacturing, software, IT, clean tech, nanotechnology, biotechnology, renewable energy and non-profit endeavours. Through the global scope of Bank of America/Merrill Lynch we are able to deliver enterprise-wide solutions to meet their challenges and offer them solutions that are intended to make their ventures more successful and profitable. We also provide financing for commercial investment properties and funding for growth and acquisition of successful businesses. Brion is involved as an advisory board member of a locally based, nationwide non-profit, Helping Hands for Freedom. They are a mission driven organization providing financial and educational support for military children whose parents are injured, lost to war or facing multiple deployments. Brion serves as an advisory council member for Playworks whose mission is to improve the health and well-being of children by increasing opportunities for physical activity and safe, meaningful play. In the Greater Phoenix area, Playworks partners with corporations, foundations and individuals who share their commitment and passion to improve education and children's well being. Brion is a member of Phoenix Green Chamber of Commerce, Valley Partnership, Association for Corporate Growth and Arizona Technology Council which allow him to leverage these resources on efforts that are intended to make Arizona a better place to live and do business. Brion lives in Scottsdale with his wife, Amy. They enjoy traveling to Maui and other coastal destinations, wine tasting,organic gardening and serving the non-profit community with an emphasis on education, health and veteran's issues. In an effort to reduce their carbon footprint, Amy and Brion installed solar panels on their home which covers most of their electrical useage. From September 2010 to December 2014 (4 years 4 months) Loan Officer @ We do all financing for homebuyers and investors. FHA, Jumbo, Commercial From January 2009 to September 2010 (1 year 9 months) Managing Member @ Provided advice to clients regarding their personal financial, insurance and commercial and residential lending needs. We take an out-of-the-box approach and provide non-biased guidance and support to our clients in the medical field and small business markets. Created high performance teams and advisory boards for technology companies. Developed a customized funding mechanism for franchise financing. From November 2006 to September 2010 (3 years 11 months) Guest Services Manager @ I was responsible for managing front of house operations staff in a fast paced, high level atmosphere, administrative duties include scheduling, payroll, training and customized guest service From September 1997 to June 2010 (12 years 10 months) Bellman @ Provided high-end, customized service to affluent individuals and firms From August 2007 to May 2010 (2 years 10 months) Financial Planner @ Registered Representative, provided 401(k)s, IRAs, retirement planning, group and individual health insurance, benefits, small business consulting, venture capital introductions, life insurance, start-up financing with retirement funds, 1031 exchange investment options From March 2004 to October 2006 (2 years 8 months) Regional Inside Wholesaler @ From September 1999 to March 2002 (2 years 7 months) Plan Representative @ I was responsible for providing accurate accounting and reporting of retirement plan assets as well as sales and marketing support to brokers. Typical clients base consisted of medical practices, manufacturers, law firms and small businesses. From September 1995 to September 1997 (2 years 1 month)

BSBA; BSBA, Finance; Aviation Management @ The Ohio State University From 1990 to 1995 College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program @ Tiffin Columbian From 1987 to 1990 Brion Crum is skilled in: Team Building, Collaborative, Business Strategy, Retirement Planning, Asset Managment, Succession Planning, Pensions, Employee Benefits, Start-ups, Financial Services, Strategic Financial Planning, Investments, Portfolio Management, Financial Analysis, Insurance