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Senior Management

Jeffrey Klein
Sumer Johal
Bob Burnett
Robert Oliver
Robert Mark
Adam Borison
David Donoho
Niels Waller
Julian Brookes
Daniel Ortega

Other Management

Ron Anderson
Martin Dudley
Paul Friedman
Amit Jain
Steve Mays
Joe McCannon
Kevin Murphy
Steve Glaser
Purna Roy
Name removed by request

Managers: Robert Oliver, Robert Mark, Bob Burnett ...

I have arbitrarily divided the long management list, gathered from Xamplify's web sites, into 'Senior' and 'Other.' This distinction is somewhat arbitrary. In the 'Other' category, the names are listed albhabetically; in the 'Senior' category, the ranking bears some relationship to their importance in the company. The descriptions are taken almost verbatim from the company's websites.

Senior: Jeffrey Klein , Bob Oliver, Robert Burnett, Mark ...

Jeffrey Klein, Chief Executive Officer

Jeffrey Klein, Chief Executive Officer, founded Xamplify, a real-time data analysis company, in early 2000. One of the founding editors of Mother Jones, Klein was editor in chief from 1992 through 1998. Under Klein's direction in 1993, Mother Jones became the first national magazine to establish an online presence--the MoJo Wire. The site has frequently been acclaimed as one of the web's most vital, data-rich and user-friendly by Yahoo! and the New York Times, among others. Klein led Mother Jones to numerous national magazine awards, primarily for investigative reporting on consumer issues.

Klein also served as editor in chief of San Francisco magazine and founded West, the Sunday magazine of Knight-Ridder's San Jose Mercury News. Under Klein's leadership, the magazine received dozens of national prizes. More recently, his focus has shifted to the application of the psychology of individual differences in consumer-oriented industries, such as media and financial services. A graduate of Columbia, he has taught graduate journalism at Stanford University and U.C. Berkeley, and appears frequently on television and radio as both a guest and a host specializing in uncompromising inquiry. He has written for many newspapers and magaines; currently he is a contributing editor and columnist for Brill's Content.

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Sumer Johal, Executive Vice President (Chief Technology Officer)

Sumer Johal is Xamplify's Chief Technology Officer. He is an expert in real-time information transfer and scalable, secure design. As Vice President of Engineering at C-Tribe, an e-commerce-based affinity club company, he was responsible for the implementation of wireless, IVR and Internet sites, leading a team of contractors and developers through two full-lifecycle product launches. He also designed and deployed market analysis, email marketing, and data-capture tools for large-scale targeted marketing.

Prior to his work at C-Tribe, Sumer founded PSG, Inc., a consulting practice specializing in the architecture, design, and implementation of IT frameworks for clients including Nortel, Hewlett-Packard, AT&T and British Telecom. He was also Senior Operations Research Engineer at Analog Devices, Inc., where he conceived and designed plant-wide automated scheduling software to improve manufacturing efficiency. Johal graduated from M.I.T. with a B.S. in Electrical Engineering and an M.S. in Computer Science and Electrical Engineering, specializing in programming techniques, scalability and computer architecture.

Bob Burnett, Vice Chairman and President

Bob Burnett has more than thirty years' experience managing leading-edge technology projects. He was founding Vice President of Engineering for Cisco Systems, whose engineers he led in building the routers that made the Internet commercially viable. Burnett headed the first implementation of a complete COBOL compiler, and then the first commercial multiprocessor for Burroughs in the 1960s. He later managed the development of the first digital tester for VSLI chips at Fairchild and led the implementation team for Rolm/IBM's large scale digital branch exchange -- yet another first. Burnett continues to work as an entrepreneur with for-profit and non-profit enterprises. He sits on the board of Xamplify. Burnett is a graduate of Stanford University.

Robert Oliver, Chief Executive Officer

Robert Oliver was formerly Chairman of the Board of Fair, Isaac & Company. He is Emeritus Professor of Engineering Sciences, University of California, Berkeley. At Berkeley, he served as Chairman of the Department of Industrial Engineering, Associate Dean of Research and Development, and Associate Dean of the College of Engineering

Robert Mark, President and Chief Executive Officer

Robert Mark was formerly Senior Executive Vice President at the Canadian Imperial Bank of Commerce (CIBC), where he had global responsibility for all credit, market and operating risks. In 1998, he was named Financial Risk Manager of the Year by the Global Association of Risk Professionals. Prior to joining CIBC, he was Partner in Charge of the Financial Risk Management Consulting practice at Coopers & Lybrand.

Adam Borison, Executive Vice President, Market Strategy & Business Development

Adam Borison was formerly a Partner at PricewaterhouseCoopers and leader of PwC's Applied Decision Analysis (ADA) group in the U.S. Prior to PwC's acquisition of ADA, he was an ADA Managing Partner where he founded and led the investment strategy group and Real Option Valuation practice. In addition to his direct management background, he has more than twenty years of experience advising senior executives at leading firms on strategic marketing and investment issues using management science, finance theory and related techniques. He is widely regarded as an expert in decision analysis and real options, and in their application to valuation, strategy and operations. He has appeared in recent articles in Mergers and Acquisitions Reporter, Business Week, USA Today, Industry Week, CIO, Energy & Power Risk Management and ComputerWorld. He holds a B.S. in Biochemistry from Yale (summa cum laude), a Masters in Public Policy from Harvard, and a Ph.D. in Engineering-Economic Systems from Stanford. He is currently on the consulting faculty at Stanford, and has previously served on the consulting faculty at Berkeley.

David Donoho, Chief Consultant, Statistics

David Donoho is a professor of Statistics at Stanford. Winner of a MacArthur "genius" Fellowship, Donoho has done pioneering work in statistical theory and has applied it to a broad range of practical applications. One of his primary interests is "robust statistics." He has devised strategies for detecting errors in a database containing many dissimilar types of data. His recent research has centered on the theoretical properties of wavelets and he has developed a suite of interactive computer modules for exploring their properties. He is a former Presidential Young Investigator and a member of the American Academy of Arts and Sciences. He has published extensively. Donoho earned his bachelor's degree from Princeton and his Ph.D. from Harvard.

Niels Waller, Ph.D., Chief Consultant on Quantitative Psychology

Niels Waller, Ph.D., is Professor and chair of Quantitative Psychology at Vanderbilt University. He is interested in the development and application of quantitative models of individual differences. His main areas of expertise are item response theory, taxometric methods, factor analysis, and quantitative genetics. Among numerous other awards, Dr. Waller is a recipient of the 1998/1999 American Psychological Association Distinguished Scientific Award for Early Career Contribution to Psychology in the area of Individual Differences.

His work has also focused on the application of computerized adaptive testing to personality and psychotherapy assessment. He has written a program, MicroFact, that allows social scientists to correctly analyze ordered categorical data in large data sets. He recently won a grant to review the Minnesota Multiphasic Personality Inventory (MMPI)--the standard that mental health professionals use to measure psychopathology. Dr. Waller is the author (with Dr. Paul E. Meehl) of Multivariate Taxometric Procedures: Distinguishing Types from Continua (SAGE University Press). He received his Ph.D. from the University of Minnesota.

Julian Brookes, Director of Research

Julian Brookes is head of the research team. He has extensive experience as an investigative reporter in radio and print journalism, having worked at KQED-FM, Mother Jones magazine, and the Associated Press. Brookes gained his undergraduate degree in Modern Languages and Literatures from the University of Edinburgh, where he graduated summa cum laude. His master's in European literature from Cambridge University focused on information revolutions and social mobility.

Daniel Ortega, Vice President of Marketing and Business Development

Dan Ortega is Xamplify's Vice President of Marketing. He brings 21 years of technology marketing experience to his post, having held senior management positions at a series of well-known and highly successful software and hardware companies. Previously, he was Vice President of Marketing at Metacode Technologies (recently acquired by Interwoven), driving product positioning and product management, marketing communications, and strategic planning. He was Director of Intercontinental Marketing at Sunsoft (Sun Microsystems) where he was responsible for managing the Latin American, Asian, and Australian markets.

Dan was also Director of International Marketing at Centigram Communications, and a senior business development and marketing executive at Boston Technology and Wang Laboratories. His undergraduate work was done at the University of Michigan and his M.B.A. studies were done at Southern Methodist University.

Others: Steve Glaser, Joe McCannon, ...

Ron Anderson, Director of Sales

Ron Anderson is an executive sales manager with over 16 years of extensive consultative selling and management experience in the technology solutions field. Before joining Xamplify, he was the Regional Vice President of Sales for Xoriant Corporation, a global eBusiness consulting and solutions firm focusing in the financial services industry. While at Xoriant, he developed a winning sales team and sold into major banks, brokerages, and insurance companies in the practice areas of CRM and Enterprise Application Integration. Prior to Xoriant, Ron was a Divisional Vice President for Computer Associates, where he negotiated direct sales agreements with Fortune 1000 companies in the areas of enterprise network and systems management. Ron earned his B.A. in Business Administration from the University of Washington.

Martin Dudley, Vice President of Sales

Martin Dudley is Vice President of Sales. Before joining Xamplify, Martin worked as VP of Sales at C-Tribe, an e-commerce-based affinity club company. He spent 16 years at Levi Strauss Co., where he was the Manager of Sales and Retail Marketing. During his time at Levi Strauss, Martin was responsible for managing a team of account executives in the development of large retail accounts, including Federated East, May Company, and J.C. Penney. He holds a B.A. from California State University.

Paul Friedman, Vice President of Business Development

Paul Friedman is Xamplify's Vice President of Business Development. He has led business development and sales efforts at a number of successful organizations, most recently as Director of Business Development at CRM systems innovator Octane Software (acquired by Epiphany Inc.). Prior to his work at Octane, Paul held senior business development positions at Moore Corporation and Fidelity Investments. He worked for over ten years in technical sales at IA Corporation, pioneering the company's successful entry into the financial services industry by securing and managing numerous major accounts, including American Express, Merrill Lynch and IBM.

Paul also has extensive technical experience, having worked as an engineer at IA Corporation, Digital Microsystems, Fortune Systems and Schlumberger. He graduated with a degree in Computer Science from the University of California, Berkeley.

Amit Jain, Director of Product Strategy

Amit Jain develops strategic relationships with Xamplify's technology and solution partners. He is also responsible for leading efforts to integrate Xamplify's software with third-party applications. He has had extensive experience in technology and finance.

Previously, Amit worked in Wasserstein Perella's Technology M&A Group in San Francisco. He has also held positions in technology consulting with McKinsey & Company and in the Global Markets division of Deutsche Morgan Grenfell. Amit holds a B.A. in Computer Science from the University of California, Berkeley.

Steve Mays, Chief Information Officer

Steve Mays is Chief Information Officer. Before joining Xamplify, he was co-founder and Director of Technology at Internet retailer gloss.com where he led the design and implementation of the company’s e-commerce infrastructure. He has more than ten years of experience working with management information systems in numerous fields, including business, software, education, computer sales, environmental engineering and special effects.

Prior to his work at gloss.com, Mays spent five years engineering Internet product and e-commerce solutions as Manager of Online Operations for Broderbund and Cendant Software (comprised of Sierra Online, Blizzard and Knowledge Adventure), heading all Internet and Intranet operations at both companies. He also acted as Manager of Desktop Systems at Industrial Light and Magic for the films Twister and Men In Black, and was Head of IT for Bozell Worldwide’s Costa Mesa office.

Joe McCannon, Director of Business Development

Joe McCannon has worked in editorial, marketing and development capacities for the print and online versions of Outside, The Atlantic Monthly and Fast Company magazines. He has also written for the Let's Go travel guide series. Joe holds a B.A. from Harvard University.

Steve Glaser, CPA, Senior Vice President, Finance (Chief Finance Officer)

Steve Glaser was formerly the chief administrative officer at the Institute for Neurodegenerative Diseases at the University of California, San Francisco. The Institute is directed by Dr. Stanley Prusner, Nobel laureate in Medicine. Earlier, he was a senior manager at Arthur Andersen and Vice President of Finance for Lincoln Properties Company.

Kevin Murphy, Director of Sales

Kevin Murphy has a proven record in sales management and business development in the financial services industry. Before joining Xamplify he was Director of Sales with Xpede Inc., where he built an account base of several “Top 10” U.S. banking clients utilizing Xpede’s “Financial Relationship Management” and CRM solutions. Prior to Xpede Kevin had a senior sales role at IMX Exchange where he sold business-to-business mortgage exchange technology to national mortgage lenders. Prior to IMX Exchange, Kevin held product development, business development, and sales positions for the California Housing Finance Agency and Independent National Mortgage (now IndyMac Bank). Kevin earned his B.S. in Business Administration from the California State University Sacramento.

Purna Roy, Product Advisor

Purna brings more than twelve years of experience in managing and leading technology architecture. Most recently, he was a director of technology for the online trading web-site of Charles Schwab, which is known to be the largest secure transaction site in the world, carrying over 90,000 concurrent users at peak hours. Purna was the chief architect for this site at its launch in 1996. Notably, Purna was the principal force behind the server-side Java deployment on schwab.com. His work has been highly regarded and published as a case study on the IBM web-site. He has also served as a speaker on the Java/J2EE technology direction for Java forums in the bay area.

Prior to Schwab, Purna worked at the NASA Ames Reserch Center, where he led teams to build real-time systems. Purna started his career at Megatest, a Silicon Valley firm where he led the development of a distributed system to control the automated wafer-test floor for IBM. Purna holds a Master's degree in Computer Science from Pennsylvania State University and received his undergraduate education at the Indian Institute of Technology

Name removed by request

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