Fuzhen Group: Team Biographies

CEO and President
Client Partner / Lead Facilitator / Program Manager

Principal Consultant and Board Advisory Services

Partner, Philadelphia Office
Co-Lead Facilitator / Program Manager

Partner, San Francisco Office
Co-Lead Facilitator / Program Manager

Partner, Phoenix Office

Senior Consultant
Program Manager

Associate Analyst
Engagement Manager

Marketing and Communication Associate
Engagement Associate

Technology Strategy Knowlege Expert

Marketing Associate
Engagement Associate

Fuzhen Role: CEO and President
Client Role: Client Partner / Lead Facilitator / Program Manager
gerald@fuzhen.com

Gerald demonstrates a powerful ability to execute in any type of environment. He has successfully navigated working for Fortune 100 companies, family-run companies, turnarounds, and portfolio companies, including management buyouts and corporate spin-offs. Adapting quickly to new environments-including evolving leadership requirements, unique ownership models, and/or high degrees of board oversight-Gerald brings a sense of urgency to every engagement about executing on the company's vision, mission, and strategies.

Gerald has more than 20 years of experience facilitating more than 30 mergers and acquisitions and hundreds of change initiatives. He has helped a range of private equity firms and companies (or company divisions) develop the thinking and behavioral skills that are needed to speed up the implementation of any strategy, vision, or initiative. Gerald addresses how human factors-including behavior and communication patterns used in information-gathering and decision-making-impact business processes and corporate success.

Gerald founded Fuzhen Group in 1992. Fuzhen Group partners with the private equity community to deliver superior portfolio returns via operational improvement. It does this by assisting organizations in developing and/or implementing strategies and then appropriately realigning:

Structures
Culture
Processes

Leadership thinking and behaviors
Human resource policies
Values

Gerald's past clients range from small-cap companies to Fortune 100 organizations and include Silk Road Equities, Motorola, Georgia Nut, Ashland, BP, Siemens, ChevronTexaco, and Apple, among many others.

Gerald utilizes the work of Dr. Chris Argyris of Harvard University, including his ground breaking research on barriers to implementing change and the transfer of knowledge within organizations. In addition, Gerald's early experience is rooted in the field of Neuro-Linguistic Programming (NLP). He has studied with the founders of NLP, Dr. John Grinder, Richard Bandler, and Leslie Cameron Bandler. NLP is universally accepted as the model for studying the behaviors that lead to excellence and then transmitting, or reproducing, those behaviors in others so that organizations as a whole experience success in executing their strategies, initiatives, and ideas.

Before Fuzhen Group, Gerald was a founder and partner of Harvard Brown (which became Fuzhen Group) and Team XCEL Partners, a consulting and private investment firm. In addition, Gerald worked for Digital Equipment Corporation from 1986 to 1992.

Gerald co-authored GroupWare for Competitive Advantage, which discusses barriers to collaboration and communication and the use of GroupWare to overcome those challenges. He also has been published in Computer Dealer and Fairchild. Gerald has taught courses at the University of Chicago School of Business and the University of California-Berkeley and is also a sought-after speaker, presenting to such groups as Ashland Chemical, American Management Association, Executive Council, Executive Enterprises, Jelly & Preserve Association, Meeting Planners International, Pacific Agenda, and Society of Concurrent Engineering.

Gerald can be reached at 312 371-3791.
Email: gerald@fuzhen.com

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Fuzhen Role: Principal Consultant and Board Advisory Services
John_Levy@fuzhen.com

Mr. Levy has over 28 years of progressive financial, accounting and business experience, including having served as chief financial officer of both public and private companies for over 13 years. Mr. Levy was most recently Vice Chairman and Chief Financial Officer of MediaBay, Inc., a NASDAQ company, for the past 7 1/2 years. He resigned following the completion of a $35 million preferred stock offering in March 2005. While at MediaBay, the company completed six acquisitions and raised over $150 million.

Mr. Levy is a certified public accountant with nine years of experience with the national public accounting firms of Ernst & Young, Laventhol & Horwath and Grant Thornton. Mr. Levy is a graduate of the Wharton School of the University of Pennsylvania and received his MBA from St. Joseph's University.

In addition to his consulting work, Mr. Levy currently serves on the Board of Directors of one company and is actively seeking additional Board seats and assignments as Audit Committee chairperson of public companies. Mr. Levy is a financial expert with the experience and knowledge required by Board members in the current climate. Mr. Levy's knowledge and experience in corporate governance and financial reporting will strengthen any company's commitment to be a leader in providing full disclosure and financial transparency to shareholders and the financial community.

Mr. Levy and his wife Janet have two sons, Brian and Andrew. Brian is a senior at the University of Pennsylvania and Andrew is a freshman at Lafayette College.

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Fuzhen Role: Partner, Philadelphia
Client Role: Co-Lead Facilitator / Program Manager

Angie Mattingly's background includes consulting in the area of integrative healthcare-taking several of her hospital-clients out of the red and into profitability-as well as leading a regional sales team and founding and running her own business.

As sales manager for a large, leading-edge training and development company, Angie consistently exceeded expected results. From 2002 to 2004, Angie was the company's head of the Cincinnati office, where she:

Increased sales by 60 percent into the company's core offering
Managed 90 sales professionals across a five-state Midwest territory
Increased her management responsibilities by 50%

Prior to that, as manager of new business development from 2001 to 2003, Angie led the turnaround of the sales department and increased customer retention by 14%.

In 1999, Angie founded a health and well-being company in Louisville, Kentucky. She quadrupled revenues within eight months and increased the customer base by 50% per quarter for two years before turning over operations to the vice president in 2001. Angie began her career as a registered nurse, working in various clinical settings from 1985 to 1999.

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Fuzhen Role: Partner, San Francisco
Client Role: Co-Lead Facilitator / Program Manager

Art Giser has 21 years of experience in implementing change initiatives for corporations that are post mergers, have made acquisitions, or are in periods of rapid growth and change. He has helped a range of companies develop extraordinary leaders and high performing teams that speed up the implementation of strategy and tactics in order to drive value; and

Art, unlike many consultants is does not want his clients to merely "learn" new concepts and methods. He is determined that his clients successfully implement new behaviors and methodologies to drive the business's success.

Strategy development, and alignment
Implementation of strategy and tactics
New team/new manager alignment
Executive coaching
Development of extraordinary leaders
Development of high performing teams
Integration of teams and cultures post merger or post acquisition
Resolving difficult relationship issues
Effective skills transference
Collaboration and creative problem-solving strategies
Changing, and merging, organizational cultures
Organizational restructuring and roles/responsibility definition

He has worked with a wide range of top companies:

Merrill Lynch
Procter and Gamble
Pfizer
Genentech
GlaxoSmithKline
Intel
Hewlett-Packard
Motorola
Sony Entertainment
University of California, Berkeley
University of Michigan

His expertise includes:

Art utilizes the work of Dr. Chris Argyris of Harvard University, including his ground breaking research on barriers to implementing change within organizations. Art integrates Fuzhen principles with in Neuro-Linguistic Programming (NLP). Art has been a trainer and developer in the filed NLP since 1984. He has studied with the founders of NLP, Dr. John Grinder, Richard Bandler, and Leslie Cameron Bandler. NLP is universally accepted as the model for studying the behaviors that lead to excellence and then transferring those skills to others so that organizations as a whole experience success in executing their strategies and initiatives.

Art is the former host of the interview program, "Leadership Answers", and is the presently the host of the Extraordinary Leaders and Teams Teleseminar Series. He co-authored the book, GroupWare for Competitive Advantage, where he discussed the barriers to collaboration and communication and the use of GroupWare to overcome those challenges. He has had numerous articles published. His book on leadership that will be available in May 2007.

Art Giser has played critical roles in the following successful projects:

Maintaining a powerhouse corporate culture at Genentech while rapidly growing the organization and developing new high performing teams and leaders.
A one-year project to change the organizational culture and collaborative practices of a unit of Hewlett-Packard.
An analysis of best, and worst, practices at Intel that identified a potential savings of $20 million per year.
A two-year project to overhaul the sales training for all new financial consultants in the Southern California region of Merrill Lynch which resulted in very significantly improved regional performance.
A three-year project to merge and integrate the cultures of Glaxo and Burroughs Wellcome.
Facilitated the merger and integration of parts of research at Parke-Davis and Pfizer.
The successful design and delivery of a new sales program at Greenpages that is still being used three years after the completion of the project.

Art Giser can be reached through Fuzhen Group, or via the following:

Phone: 312 371-3791
art@fuzhen.com

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Fuzhen Role: Partner, Phoenix Office

Education:

Ph.D. in Information Systems; Nova University; Sept 1993
M.A. Business Management; May 1979; Central Michigan University
Flight Training, Pensacola, Florida 1975 - Naval Flight Officer � F4 Phantom Jet
B.S. Electrical Engineering; December 1973; University of Illinois
B.A. Physics; Monmouth College, December 1973

Primary Areas of Expertise

Extensive Leadership Experience - Officer USMC, Naval Flight Officer, Tactical Air Controller, Six Sigma Master Black Belt, Performance Excellence Champion, MIS Manager, and Manager of Computer Integrated Manufacturing. Served as Assistant Department Chair for Technology at University of Phoenix for four years.

Extensive Management Experience � Managed large MIS departments, Software and hardware development teams, Maintenance support teams, Large (diverse and distributed) project teams.

Extensive Process/Quality Experience � Have used and championed a wide variety of quality and process assessment methodologies; SEI-CMM, QSR, QS9000, CMMI, Malcolm Baldrige Quality Assessments; assessor and trainer, manufacturing processing (development, modeling, simulation, forecasting), SSPD Division Quality Manager

Extensive Change Management � As a Six Sigma Master Black Belt, as a Malcolm Baldrige Champion, as a program manager - implementing SEI CMM programs, developing metrics system, implementing process and quality systems, installing automated manufacturing systems, migrating systems (for business, organizations, manufacturing)

Extensive Project Management Experience - Software development, large system migrations, new software development center startups, technology introduction, special interventions. Have taught many of the Professional development seminars at local PMI chapter

Extensive Statistical Analysis Experience �Six Sigma Master Black Belt with broad experience working with problem solving and process improvement activities (DMAIC, DMADV, DFSS, 8-D). Statistical specializations include: FMEA, DOE, Response Surface Analysis, Simulation and Modeling, MANOVA, Advanced Regression techniques, non-parametric analysis, psychometrics, survey analysis and design, Monte Carlo analysis, QFD, KJ analysis, Analytical Hierarchical Processing, and more. Have taught Quantitative Statistics at the graduate school level and acted as resident statistician at a semiconductor manufacturing facility while support a device engineering department. (Crystal Ball, SAS-JMP, RS1, Minitab)

Extensive Business/Financial Experience � MBA, extensive experience designing, implementing and using large manufacturing planning, forecasting, costing systems. Extensive experience working with business plan development, Strategic planning, tactical and operational planning, business decision modeling, risk assessment, etc.

Extensive Teaching and Speaking Experience � Sixteen years teaching experience at University of Phoenix (more than 34 different courses), and three years online at Kaplan University; Development and teaching of graduate and undergraduate courses in Information Systems Management, Decision Theory, Project Management, Quantitative Statistics, Programming, Software Engineering, Operating Systems Internals, Relational Databases. Assistant Department Chair in Technology five years; MicroSoft Certified Trainer; Motorola University � curriculum development, master trainer, instructor; Toastmasters (Curriculum Vitae � list of courses taught, speeches and papers provided upon request) Project Management Institute � frequent speaker at quarterly development seminars

Extensive Consulting Experience - Both internal and external to Motorola. Managing large teams, technology assessment, training, organizational design, change management, technology consulting (both alone and with teams) General Dynamics, Northern Telecom, The Upjohn Company.

Other Areas of Expertise

Extensive Computer Experience � Managed large Computer Integrated Manufacturing Systems (large heterogenous clusters for high-volume transaction processing for manufacturing and engineering), vast platform experience IBM- MVS, DEC-VMS, see list below); development, installation, administration, security and maintenance of platforms, applications and networks. (Teach graduate and undergraduate courses in operating systems, network administration, database design, security, technology infrastructure, and organizational design)

Extensive Manufacturing Experience � Semiconductor manufacturing, process and device engineering, IC assembly, hybrid surface mount technology, thin-film, thick film, co-fired multi-layered ceramics, inventory control systems, automated equipment interfaces, manufacturing system development; state of the art scheduling, forecasting and modeling � real time, closed loop regenerative MRP systems with real time dispatching, SPC and JIT capabilities

Extensive Technical Experience � Served as a device physicist and process engineer in hybrid, IC and semiconductor manufacturing facility. Extensive experience working in process and device engineering, software development, systems engineering, high availability and reliability engineering, and computer operating systems. Five years on SPS software patent committee (Tools, languages, operating system experience provided upon request)

Extensive Writing Experience � Have published more than 30 technical and non-technical articles in a variety of journals; Best Paper Awards, nine SPS Silver Quill awards; Also have published numerous short stories, (Associate member of SFWA � Science Fiction Writers of America)

Work History

Staff Technologist Motorola � (9/87 to present) 18 years in a variety of roles, including:
   Six Sigma Master Black Belt
   Performance Excellence Regional Manager (Malcolm Baldrige   Assessor), Division Quality Manager
   Staff Technologist, Device Engineer, Computer System Manager
   Manager Computer Integrated Manufacturing
Manager Computer Aided Manufacturing, Micro-Rel, a division of Medtronics, Tempe, AZ 8/83-8/87
Automation Consultant 84-87
Senior Systems Analyst, Silicon Systems Inc, Tustin, CA. 6/81-8/83
Program Manager, Hughes Aircraft, Fullerton, CA 1/81-6/81
Process Engineer, Rockwell International, Newport Beach, CA 1/79-1/81
Military, 12/73-1/79 1st Lieutenant, USMCR, Air Wing. Primary duties: Naval Flight Officer, Radar Intercept Officer, F-4 Phantom Jet; Tactical Air Controller, Senior Air Director. Collateral duties: Legal Officer, Classified Material Control Officer, Training Officer, Electronic Warfare Officer, Nuclear, Biological and Chemical Warfare Officer.

Professional Affiliations

Current Affiliations: PMI - Project Management Institute, Toastmasters, ACM, IEEE, SF Novelists - a professional novelist writer�s group

Past member: APICS; American Production and Inventory Control Society DECUS; Digital Equipment Corporation User Society; Board Member and Officer of local user group; SME; Society of Manufacturing Engineers Member of the Board of Advisors, Information Strategies, Auerbach Publishers (1991-1996)

Professional Certificates

SW-CMM assessor; CMMI assessor (SCAMPI in training); Six Sigma Black Belt 6/02; Micro-Soft Certified Trainer, Six Sigma Master Black Belt 12/03; Certified Toastmaster 5/04

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Fuzhen Role: Senior Consultant
Client Role: Program Manager

David is a technology business leader, having held leadership positions in a number of technology firms. David and Gerald worked together in the spring of 2006 in serving HomeDirectUSA, which is owned by TRP.

Also an entrepreneur, David is the founder of KDM Technology Partners, a dual-use technology incubator. Previously, David was the vice president of strategic development at Science and Technology International, where he was responsible for leading STI Research, as well as all corporate strategic development efforts. Before STI, David was the President and CEO of a travel software start-up, Get2Hawaii.

Previous positions include vice president of Telecom and Media at Darwin Partners, a national IT consulting company (where his accomplishments at Darwin included more than doubling sales in his first year from $21M to $45M), and vice president for Professional Services at Smart Signal, an early stage high tech start-up in Lisle, IL. David also worked with Cambridge Technology Partners as a senior director (client partner) in both the Rapid Application Development and E-Commerce groups.

David also has more than 14 years of experience at Bell Laboratories and AT&T, where he held positions of progressive responsibility in technical and consulting organizations, most recently as business development director for AT&T's management consulting organization. David is the author of more than 20 books, technical articles, and international standards, including parts of the ISO 9000 series. He holds a Ph.D. from Cornell, M.S. degrees from Cornell and UCLA, and a B.S. degree from the University of Chicago.

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Fuzhen Role: Associate Analyst
Client Role: Engagement Manager

Ton has earned his Bachelor Degree in Psychology and Mathematics from the College of William and Mary, as well as an M.A. degree in Industrial/Organizational Psychology. Ton draws on both disciplines to analyze the human factors in organizational change through a quantitative approach. Ton is currently pursuing a Psy.D. in Business Psychology. His areas of expertise include: statistics and data analysis, survey design and development, organizational culture and design, organizational behavior, training, job analysis, and executive coaching.

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Fuzhen Role: Marketing and Communication Associate
Client Role: Engagement Associate

Consultant

Vance brings his knowledge of statistics and behavior to assist Fuzhen Group in speeding time to implementation and facilitating training rollout's. He also assists Fuzhen in increasing the success rates of clients' acquisitions by helping facilitate strategic and cultural alignment between private equity firms and their portfolio companies. Vance also brings his skill in helping employees overcome their inherent resistance to organizational change.

Vance earned his B.S. degree in Psychology from Monmouth College in 2004. He is currently seeking a Master's degree in Industrial/Organizational Psychology at The Chicago School of Professional Psychology. With a special interest in the social-psychological aspects of human behavior and a natural knack for statistics, Vance not only interprets behavior but can also quantify and monitor changes in behavior. Vance's areas of expertise include professional coaching, organizational behavior, organizational culture and design, statistics and data analysis/data management, and job analysis.

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Fuzhen Role: Marketing and Communication Associate
Client Role: Engagement Associate

Ben has earned his French Master's (a five-year program) in International Business and Marketing from the Universite de Picardie Jules Verne. In addition to France, Ben has worked in Spain and the U.S., developing his capacity to adapt to differing business cultures and industries. His areas of expertise include interpersonal communications, meeting and workshop design, and survey design and development. organizational culture and design, statistics and data analysis/data management, and job analysis.

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Fuzhen Role: Technology Strategy Knowlege Expert
pete@fuzhen.com

Pete DeLisi is a long time collaborator with Fuzhen Group on medium to large-scale strategy development and implementation projects. O'Dwyer and DeLisi first started working together in 1986 on customer projects at Digital Equipment Corporation.

He is founder and President of Organizational Synergies, a strategy consulting firm located in Fremont, California. Prior to his current position, DeLisi spent 16 years at DEC, eight as a consultant to DEC's Fortune 500 customers.

In addition to an extensive consulting background, DeLisi has more than 20 years of experience in senior sales and marketing positions with both DEC and IBM. This real-world experience has provided him with a wealth of practical knowledge that consistently informs his consulting work.

DeLisi is a member of the World Future Society, and is widely respected for his ability to translate leading-edge thinking into practical organizational principles. His keen insights have been featured in such notable publications as Sloan Management Review, Harvard Business Review, Business Horizons, and Journal of Management Inquiry.

In addition to his consulting work, DeLisi is the Academic Dean of the Information Technology Leadership Program (ITLP) at Santa Clara University. This educational program is designed to provide IT executives with the general management and executive-level skills they need to successfully lead their organizations.

DeLisi has a B.S. degree in Chemistry from the University of Detroit, and has completed post-graduate work in meteorology, philosophy and psychology. For the past 18 years, Pete has worked closely with Edgar Scheien, one of the foremost authorities in organizational behavior from the MIT Sloan School of Management. They have co-authored the book "DEC is dead, Long Live DEC."

DeLisi's in-depth knowledge of strategy, organizational behavior, marketing, and information technology, combined with his broad, diverse educational background, allows him to bring a fresh, multi-dimensional perspective to the strategic challenges of the 21st century.

DeLisi can be reached through the Fuzhen Group, or via the following:

Phone: 312 371-3791
Email: pete@fuzhen.com

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Fuzhen Role: Marketing Associate
Client Role: Engagement Associate

Andrea has earned her M.A. degree in English and brings 14 years of marketing and business communications experience. She worked for the Council of Supply Chain Management Professionals, f.k.a. the Council of Logistics Management, during a period of sustained growth in the 1990s when the Council's membership more than doubled. Most recently, Andrea worked for KPMG LLP as a senior proposal writer, where she worked directly with firm partners on the firm's high-fee proposal opportunities. Andrea is experienced in dealing with quick turn-around, deadline situations as well as rapid-growth situations, where growth can out pace (and tax) existing resources.

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