Chief Executive / Founder
Years in Industry: 29
Operational Infrastructure Reviews and Assessments, Project Delivery and Client Services.
Prior to 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.
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.
Product Manager – CashWire/CAARS
Years in Industry: 21
Proprietary Development Project Management and Business Analysis.
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.
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.
Product Manager – EAS
Years in Industry: 11
System Implementation, Project Management, Expense Allocation.
Mr. Maronich has worked extensively in the financial services industry to implement key systems, streamline business processes and translate client requirements for application developers. John has held important roles in the implementation of third party reconciliation, partnership accounting, fundraising and CRM systems. In addition to his knowledge of third party systems, John has designed and implemented proprietary solutions for IntegriDATA.
John is a graduate of Southern Connecticut State University with a B.S. in Finance and a minor in Management of Information Systems (MIS).
Head of Application Architecture and Development
Years in Industry: 20
Enterprise Architecture, Application Design and Development.
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.
Mr. Scerra is a Computer Science graduate of University of Bologna, Italy.
Senior Application Developer
Years in Industry: 28
Data Analysis, Database Design, Application Development, Reporting Solutions.
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.
Mr. Alessi holds a BA in Business Administration with a concentration in Accounting from Saint Michaels College in Vermont.
Deputy Product Manager – CashWire/CAARS
Years in Industry: 12
System Implementation, Project Management, Private Equity.
Mr. Gillman has worked extensively in the financial services industry to implement key systems, streamline business processes and translate client requirements for application developers. Jeff has held important roles in the implementation of third party reconciliation, partnership accounting, fundraising and CRM systems. In addition to his knowledge of third party systems, Jeff has designed and implemented proprietary solutions for IntegriDATA.
Mr. Gillman has a BS in Economics from New York University.