Leadership Team

Mitch Schulman

CEO / Founder

Years in Industry: 29

Focus

Operational Infrastructure Reviews and Assessments, Project Delivery and Client Services.

Background

Prior to co-founding IntegriDATA, Mr. Schulman was Head of Operations at Citigroup/Salomon Brothers’ Asset Management Unit. He possesses a deep understanding of compliance monitoring, performance measurement, master file data management, portfolio accounting, client reporting, reconciliation, trade processing and fee billing. Mitch’s proficiency is complemented by his extensive experience in operations management, project and program management, technology implementation, process analysis and redesign, post-merger business integration and risk management.

Education

Mr. Schulman is a CPA and a CFA Level III candidate. He holds an MBA in Finance from NYU, Stern School of Business and a BS in Accounting from the State University of New York at Albany.

Mohamed Trabelsi

CTO / Founder

Years in Industry: 30

Focus

Enterprise System Architecture, Third Party and Proprietary Application Implementation.

Background

Mr. Trabelsi has extensive experience in data analysis and design, application architecture, proprietary application development, vendor system selection and implementation and infrastructure management. Additionally, he has significant systems experience with applications supporting portfolio accounting, data warehousing, trade order management, reconciliation, trade settlement processing and performance measurement. Prior to co-founding IntegriDATA, Mohamed launched Asset Management Technology, Inc., another technology consulting firm. He has also held senior positions at First Union Bank, Salomon Brothers and American International Group.

Education

Mr. Trabelsi holds a BS in Mathematics and an MBA in Economics from the University of Tunis.

Edward Haslam

Head of Product Management

Years in Industry: 21

Focus

Proprietary Development Project Management and Business Analysis.

Background

With a strong expertise in proprietary application development, Mr. Haslam has served in various capacities within the financial industry. His experience ranges from managing, implementing,and supporting small tactical solutions within individual business units to holding critical roles in all phases of large scale system and development. At SEI, Ted worked on an enterprise wide project to create an integrated global wealth management processing and support platform that consisted of 12 proprietary and best of breed applications.

Education

Mr. Haslam has a BS in Accounting from Temple University and has taken certificate courses in relational database and application development from Penn State University.

Dan Noone

Head of Professional Services

Years in Industry: 21

Focus

Private Equity and Partnership Accounting, CRM.

Background

Mr. Noone is a senior business analyst with over 16 years of experience in the financial services industry. At IntegriDATA he specializes in streamlining operational and business processes and implementing third party and custom systems. He is a skillful communicator, facilitating change by working closely with his clients to understand their needs and engaging his team to effectively resolve issues. As well as third party software knowledge, he has designed and implemented proprietary applications for a variety of clients across industries. Mr. Noone has held significant roles in the implementation of trading, compliance, accounting and settlement systems at global diversified financial services firms as well as private equity and hedge funds. He is well versed in the complexities of partnership accounting through Investran implementations at hybrid hedge funds and PE Firms. Prior to joining IntegriDATA, he was a senior trader for a private wealth management boutique with over $10 billion in assets under management.

Education

Mr. Noone holds a BA from Hobart College.

Giovanni Scerra

Head of Application Development

Years in Industry: 20

Focus

Enterprise Architecture, Application Design and Development.

Background

Mr. Scerra has significant experience designing and implementing successful software solutions for a wide range of business domains. In his career, he has led and mentored many development teams, helping them produce high-quality artifacts using industry best practices, critical thinking, and agile methodologies. As an inventor, he has been granted two U.S. and international patents on Expert Systems. Giovanni has also authored several presentations and award-winning articles on Object Oriented Design and Programming.
Prior to joining IntegriDATA, Giovanni worked as Technical Director for a software firm in the consumer goods industry.

Education

Mr. Scerra is a Computer Science graduate of University of Bologna, Italy.

Richard Alessi

Senior Application Developer

Years in Industry: 28

Focus

Data Analysis, Database Design, Application Development, Reporting Solutions.

Background

Mr. Alessi is a senior IT professional with significant experience in data analysis and design, database architecture, user interfaces and reporting. In addition, Rich has designed and built data interfaces that integrate with third party vendor applications. His investment management business process experience includes: portfolio manager reporting, client services and client reporting, corporate actions, compliance, portfolio accounting, market data, analytics, reconciliation and performance. Prior to joining IntegriDATA, Rich worked at Citigroup Asset Management as well as a major IT consulting firm with assignments at multiple Fortune 500 companies.

Education

Mr. Alessi holds a BA in Business Administration with a concentration in Accounting from Saint Michaels College in Vermont.