has over 23 years experience in information technology, the last 15 years being
within financial services. Prior to co-founding Windward Associates, Simon was
the Head of UK IT Development for Lloyds TSB Wealth Management (LTSB), leading a
team of 100 permanent and 50 contract staff.
Simon has experience of successfully
managing significant supplier relationships and leading multi-disciplined teams
over multiple locations, delivering strategic programmes, business as usual
maintenance and support services.
He has managed the effective delivery of a
range of technologies from stand-alone desk top applications to mid-range
enterprise solutions, from distributed three tier client server applications to
multi-tier mass-market e-commerce solutions.
During his career with LTSB, Simon managed
and controlled the effective implementation and support of solutions addressing
most of the major Wealth Management industry initiatives. He was responsible
for the successful implementation of front, middle and back office automation,
delivering enhanced STP and improving operational efficiency. He also
successfully managed a number of major system integration and migration
initiatives and had overall responsibility for delivering the system migration
of Hill Samuel Private Client Asset Management to LTSB Private Banking. Most
recently Simon played a major role in delivering the LTSB Create Wealth
Management Account and the Create ™ portal directing delivery and
integration testing of components from on-shore & off-shore teams.
As the head of a significant IT
development & support discipline, Simon has established a successful track
record of working in close collaboration with business directors and senior
managers to deliver technical solutions which underpin business strategic,
tactical and operational goals.
Simon has studied Competitive Business
Strategies at Manchester Business School, Marketing & Sales at the Chartered
Institute of Marketing and possesses accreditations in IT Service Management and
Information Systems Consultancy Practice from the British Computer Society.