After Securing $100M in New Capital, Here’s What ForwardLine Financial Has Planned for the Future
Summary
As CEO, Steve sets company strategy, ensures ForwardLine can attract and retain the best talent, and makes sure everyone has what they need to be successful in their roles. We have more than doubled our team over the past six months, and we spend a significant amount of time making sure everyone understands their roles, receives ongoing feedback and has the resources they need for success. Charles is responsible for developing solutions to improve existing processes — he’s currently working on automating as many manual actions as possible — and mentoring team members on all facets of the business. A few of his favorite subjects are economics, psychology, leadership, physical and natural science, current technology and trends and autobiographies of successful people. Not only did we grow in size, but we were also able to work with all departments to rapidly improve on the necessary changes to our systems and processes needed to support both our teammates and our clients without losing sight of the culture that drives our organization.