Alan Brum Email & Phone Number

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

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Alan Brum Location

East Brunswick, NJ, US

Alan Brum Work

2026 - now Business Development Consultant Raymond James- RIA and Custody Services (RCS) @ Raymond James
2021 - 2025 Vice President, Business Development @ Bluespring Wealth Partners
2016 - 2021 Vice President, Institutional Sales @ TD Ameritrade Institutional
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2010 - 2015 Manager, Advisor in Transition Team @ TD Ameritrade Institutional
2007 - 2009 Sales Manager @ Morgan Stanley Investment Management
2006 - 2007 Financial Sales Consultant @ PNC
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1995 - 2005 Sales Manager @ AllianceBernstein Investment Research and Management

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Alan Brum Education

ESPM Escola Superior de Propaganda e Marketing
2013 - 2014
Universidade Veiga de Almeida
2008 - 2012

Alan Brum Skills

Mergers & Acquisitions (M&A)
Succession Planning
Business Development

Leadership
Financial Services
Sales
Series 7
Series 63
Investments
Consultative Selling

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Alan Brum Summary

Alan Brum, based in East Brunswick, NJ, US, is currently a Business Development Consultant Raymond James- RIA and Custody Services (RCS) at Raymond James. Alan Brum brings experience from previous roles at Bluespring Wealth Partners, TD Ameritrade Institutional and Morgan Stanley Investment Management. Alan Brum holds a 2013 - 2014 ESPM Escola Superior de Propaganda e Marketing. With a robust skill set that includes Mergers & Acquisitions (M&A), Succession Planning, Business Development, Leadership, Financial Services and more. Alan Brum has 2 emails and 1 mobile phone numbers on RocketReach.

Alan Brum Emails

Found 2 emails

Alan Brum Phone Numbers

Found 6 phone numbers

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Jeffrey Hendel

President and CEO Hendel Wealth Management Group and Sr. Financial Advisor, RJFS at Raymond James

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President at Raymond James

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Greg Bruce

President, RIA and Custody Services Division (RCS) at Raymond James

Saint Petersburg, FL, US
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