Russell W. Foreman Email & Phone Number

Dallas/Fort Worth Area

Schwab’s start-up consulting services guide advisors through the strategy, design and operational mechanics of establishing an RIA firm. We help transitioning advisors create a business plan, model a pro forma P&L, and select third party experts in areas such as legal and compliance, technology, marketing, real estate and healthcare. Schwab brings the.

Dallas/Fort Worth Area

Schwab’s start-up consulting services guide advisors through the strategy, design and operational mechanics of establishing an RIA firm. The start-up consultant helps transitioning advisors create a business plan, model a pro forma P&L, and select third party experts in areas such as legal and compliance, technology, marketing, real estate and healthcare..

Dallas/Fort Worth Area

I was an integral part of a management team that created a new shared services organization in less than 90 days that supported eight lines of business across the $2.6 trillion dollar firm. I recruited, developed, and lead my team of 25+ analysts and managers. We were responsible for process design, oversight, training, consulting, client engagement, as.

Hurst, Texas

Collaborated with my business partners to create and grow a company that produces media content, including nationally syndicated programming via a partnership with CBS Radio. Established, monitored, and drove performance metrics that were essential to the company’s rapid growth and profitability.

Hurst, TX

I successfully established and sold a multiline insurance and financial services practice.This was accomplished by helping clients develop the right plans to meet their needs. My reliable honesty,integrity, and solution-based approach allowed me to become a trusted advisor for my clients and a network of business professionals.

Fort Worth, TX

I applied an analytical team based approach to meet the challenges of reversing negative legacy issues. This allowed us to improve key performance indicators in a department that was comprised of over 60 associates, 4,000 clients, $2 million in equipment, and multi-million dollar annual revenues.As District Manager, I was involved in hiring, developing.

Fort Worth, Texas

As a New Account Sales Representative, I was primarily responsible for business to business new account development. I secured $1MM in new business contracts by developing prospects through a combination of cold calling, targeted mail marketing, and networking.

Fort Worth, Texas

I excelled as an Advanced Management Partner while being trained in four major areas: client service, production, operations, and sales. Conducted audits and consultations in the following areas: OSHA safety preparedness, compliance, quality, customer satisfaction, and best practices. I led a specialized triage team that was deployed to help stabilize.