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.
Years in Industry: 30
Enterprise System Architecture, Third Party and Proprietary Application Implementation.
Mr. Trabelsi has extensive experience in data analysis and design, application architecture, proprietary application development, vendor system selection and implementation and infrastructure management. He has significant systems experience with applications supporting portfolio accounting, data warehousing, trade order management, reconciliation, trade settlement processing and performance measurement. Mr. Trabelsi previously held senior positions at First Union Bank, Salomon Brothers and American International Group.
Mr. Trabelsi holds a BS in Mathematics and an MBA in Economics from the University of Tunis.
Head of Product Management
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.
Head of Professional Services
Years in Industry: 21
Private Equity and Partnership Accounting, CRM.
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.
Mr. Noone holds a BA from Hobart College.
Head of Application 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.