Alan Brum

Alan Brum Email and Phone Number

Director of Business Development @ Indivisible Partners
East Brunswick, NJ, US
Alan Brum's Location
East Brunswick, New Jersey, United States, United States
Alan Brum's Contact Details

Alan Brum work email

Alan Brum personal email

n/a
About Alan Brum

Specialties: Mergers & Acquisitions, RIA custody, succession planning, consultative selling, sales management, time management, territory management, technology, leadership, trainingTechnology used- Salesforce, Slack, Microsoft suite, Outlook, Teams, Zoom

Alan Brum's Current Company Details
Indivisible Partners

Indivisible Partners

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Director of Business Development
East Brunswick, NJ, US
Alan Brum Work Experience Details
  • Indivisible Partners
    Director Of Business Development
    Indivisible Partners
    East Brunswick, Nj, Us
    View
  • Bluespring Wealth Partners
    Vice President, Business Development
    Bluespring Wealth Partners Jan 2021 - Present
    Austin, Tx, Us
    We acquire high-end RIA and advisory firms throughout the country. We invest in firms where we can make partial or full acquisitions and that are a cultural fit. Our G2 academy will help train your successor advisors to be the future leaders of your firm. We're backed by one of the premier private equity firms in the industry and are flexible with payout structure. Our goal is to help advisors monetize their business while making sure employees and clients are taken care of and your legacy is preserved.
    View
  • Td Ameritrade Institutional
    Vice President, Institutional Sales
    Td Ameritrade Institutional Jan 2016 - Jan 2021
    Jersey City, New Jersey, Us
    Consult with financial advisors considering the RIA/Hybrid RIA model or joining an existing RIA, covering the SouthEast from NJ down to FL.Meet with existing and prospective clients, attend industry trade shows and eventsCommunicate the features and benefits of TDAI products, services and platformSupport the growth of advisory practices with industry knowledge and expertiseProvide insight into investment advisory industry trends and market developments
    View
  • Td Ameritrade Institutional
    Manager, Advisor In Transition Team
    Td Ameritrade Institutional Jul 2010 - Dec 2015
    Jersey City, New Jersey, Us
    Manage internal sales team who consult financial advisors about the benefits of becoming an RIA and about TD Ameritrade Institutional's RIA custody platform.
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  • Morgan Stanley Investment Management
    Sales Manager
    Morgan Stanley Investment Management Apr 2007 - Jan 2009
    Managed a team and ran a territory selling mutual funds and alternative investments to RIA's and financial advisors.
  • Pnc Investments
    Financial Sales Consultant
    Pnc Investments Apr 2006 - Apr 2007
    Pittsburgh, Pennsylvania, Us
    Assisted clients by creating financial plans using mutual funds, stocks, bonds and annuities. Increased assets under management by 20% in one year.
    View
  • Alliancebernstein Investment Research And Management
    Sales Manager
    Alliancebernstein Investment Research And Management 1995 - 2005

Alan Brum Education Details

  • University Of New Haven
    University Of New Haven
    Management
  • Marlboro High School
    Marlboro High School

Frequently Asked Questions about Alan Brum

What company does Alan Brum work for?

Alan Brum works for Indivisible Partners

What is Alan Brum's role at the current company?

Alan Brum's current role is Director of Business Development.

What is Alan Brum's email address?

Alan Brum's email address is ab****@****lth.com

What schools did Alan Brum attend?

Alan Brum attended University Of New Haven, Marlboro High School.

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