Leadership Team

Mitch Schulman

Chief Executive / Founder

Years in Industry: 29

Focus

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

Background

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.

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.

Edward Haslam

Product Manager – CashWire/CAARS

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.

John Maronich

Product Manager – EAS

Years in Industry: 11

 
Focus

System Implementation, Project Management, Expense Allocation.

Background

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.

Education

John is a graduate of Southern Connecticut State University with a B.S. in Finance and a minor in Management of Information Systems (MIS).

Giovanni Scerra

Head of Application Architecture and 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.

Jeff Gillman

Deputy Product Manager – CashWire/CAARS

Years in Industry: 12

 
Focus

System Implementation, Project Management, Private Equity.

Background

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.

Education

Mr. Gillman has a BS in Economics from New York Uni­ver­sity.

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