Management

Philip Goffin – Chief Executive Officer

Phil has over 18 years financial service experience. Phil has extensive experience of developing and implementing technology and e-commerce solutions in the international investment industry. Phil has worked at Threadneedle and Insight at senior management positions. Phil drove the project to establish the UK's first independent business to business mutual funds supermarket, Co Funds. He was asked to review the industry-trading platform EMX and managed the refinance and redevelopment of EMX, as an independent company owned by leading industry players. He drove the e-commerce development for Zurich and Scudder Threadneedle - across US, UK, Europe and Asia Pacific.

Simon Rose – Managing Director

Simon is a very experienced commercial manager, who has a proven track record in building and developing commercial operations to maximise existing and new business revenue streams. Simon has over 20 years Fund Management experience in the provision of front-, middle- and back-office solutions, holding senior sales and executive management positions with Primark Investment Management Services (PIMS), Datastream International and Eagle Investment Systems LLC.

Corin Burton – Head of Client Management

Corin focuses on developing FundWorks existing customer relationships. He joined the company at its inception in 2004 and has previously also held operational and finance roles.  Prior to joining FundWorks Corin was at one of FundWorks’ partners Actuate Corporation for four years. Corin holds a Masters degree in computer science from the University of York and a Bachelors degree from the University of Birmingham.

Carol Gallagher – Head of Professional Services

Carol is a delivery focused manager with an outstanding track record for implementing large change programmes within the business function as well as the IT environment in the finance sector. Carol is an expert practitioner in IT and project management disciplines (CMM, ITIL, and Prince2). She has worked in the industry for 20 plus years and her areas of expertise include: Outsourcing, CRM, Client Reporting, Configuration Management and Testing. Carol recently moved to FundWorks having successfully implementing FundReports at Schroders Investment Management.

Chip Healey – Chief Operating Officer

Chip is the Chief Operating Officer of FundWorks and leads all of the company’s business and geographic operations globally and is responsible for executing FundWorks’ business strategy and ensuring operational excellence company-wide. Prior to assuming his current role in March 2008, Chip led the technical consulting practice at Eagle Investment Systems, LLC, and from 2001 to 2005 he was a senior consultant at Galatea Associates, LLC. Chip holds a Master of Science in Computer Information Systems from Bentley College, Juris Doctor and Master of Business Administration from Suffolk University and Bachelor of Arts in History from Randolph-Macon College.

Paul Lumsden – Head of Product Management

A financial services industry professional with 25 years experience encompassing retail banking; asset finance and insurance, Paul has spent the last 14 years working as a global business development and product management specialist in the fund management industry providing front-, middle- and back-office solutions. He has held positions with Primark Investment Management Services (PIMS); Eagle Investment Systems LLC, operating as a member of the team that established the UK commercial operation and, prior to FundWorks, worked with Citadel Associates providing the market leading CADIS Data Management Platform.

Matthew Seymour – Chief Technology Officer

Matthew is a technology industry expert with over 15 years experience providing effective solutions to the business community. He has extensive financial services experience accrued while working for key players in the industry – Deutsche Bank, Insight Investment, Royal Bank of Scotland, Threadneedle – and has vast international and cross-industry experience having worked as a Management Consultant for PricewaterhouseCoopers (now IBM).