Alan Brum

Business Development Consultant Raymond James- RIA & Custody Services (RCS)

Role
Business Development Consultant Raymond James- Ria & Custody Services (Rcs) at Raymond James
Location
East Brunswick, NJ, US
LinkedIn followers
500 followers

About Alan Brum

Specialties: RIA custody, succession planning, consultative selling, sales management, time management, territory management, technology, leadership, training, M&A consulting Technology used- Salesforce, Slack, Microsoft suite, Outlook, Teams, Zoom

Experience

  1. Business Development Consultant Raymond James- Ria & Custody Services (Rcs)

    Raymond James

    Apr 2026 — Present · East Brunswick, NJ, US

    Building long-lasting partnerships with entrepreneurial financial advisors in the North East looking for a full-service custody offering, and independence as an RIA.

Education

  • University of New Haven

    Bachelor of Science (BS), Management

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Alan Brum — Business Development Consultant Raymond James- Ria & Custody Services (Rcs) at Raymond James in East Brunswick, NJ, US | Unifers