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