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 experiences and best practices of over 7000 RIAs to help advisor firms accelerate building a successful practice.

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. Schwab brings the experiences and best practices of over 7000 RIAs to help advisor firms accelerate building a successful practice.

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 well as regulatory and audit support for domestic and international groups consisting of 1,300 employees and over $500 billion in loans outstanding.We succeeded by forging strong internal partnerships with the businesses supported, compliance, legal, audit, as well as external business relationships. As part of our effective strategic resiliency plan and budget refinement efforts, my team operated at two domestic sites as well as Bangalore, India.

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, retaining and maximizing the performance of my team to achieve sales and service goals. I regularly visited with clients to strengthen relationships, to identify potential issues and solutions, and to increase product penetration.

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 faltering operations