Robert A. Nisbet, Ph.D

Robert A. Nisbet, Ph.D. 7126 Armstrong Rd., Goleta, CA 93117, (805) 685-0053 ([email protected]) SUMMARY Data Scientist/Manager with extensive experience managing teams in predictive analytics for marketing purposes, statistical analysis & modeling of complex data systems at the Director and Program Management levels (Certified Project Manager). He leveraged his original training in biostatistics and quantitative biology to design a methodology for customer behavior modeling in Marketing CRM applications for Retention, Propensity-to-buy, and Acquisition for NCR Corporation in Teradata data warehouses. He managed teams that delivered model solutions to Insurance and Telecommuncations companies. In addition to numerous data mining tools, he is skilled in Ascential/IBM Datastage ETL development, SAS DataFlux data quality/integration development, Business Objects reporting and team management, and has managed teams to build travel information databases. He is a skilled presenter of technical information to technical and non-technical audiences in Sales and Pre-Sales environments. Co-PI on numerous government grants, delivered over 30 professional presentations at national and international conferences; published over 20 professional articles, papers, and book chapters (list and a full academic CV available on request). Dr. Nisbet was certified as an Expert in Data Mining for the prosecution by the U.S. District Court of Maryland in a case involving theft of data mining intellectual property (judgment for the prosecution). Dr. Nisbet is senior author of a new book from Academic Press, “Handbook of Statistical Analysis and Data Mining Applications” (May, 2009). GOALS - Lead teams that use information management tools to develop the “Business Brain” in companies - Design and development of enterprise decision systems driven by analytical models - Apply statistical and data mining analyses to gain insights that drive development of new products

Strengths in: - Inventiveness/Forward thinking - Data mart/warehouse project mgt. - ETL tool (Datastage) expertise (Server & Enterprise Editions) - Statistical analysis/ data mining instruction - CRM solutions design - Machine learning expertise - Industrial Failures Analysis - Team leadership/supervision - Customer behavior modeling - Data integration with IBM Datastage, SAS DataFlux, and Talend Open Studio tools

SIGNIFICANT CAREER ACHIEVEMENTS -Created an industrial failures model that predicted failures of a focal plane array at the 75% level, based on variables derived from fabrication and testing operations. -Organized and trained staff in 9 Centers of Expertise in Data Mining worldwide for NCR Global Sales & Support. -Led programs that brought 4 CRM marketing products to market, 2 of which became flagship products for NCR -Invention disclosures at NCR for Marketing for Customer Acquisition and for churn modeling methodology -The scored list scored by my model that generated a 768% lift over previous segmentation methods -Created a cross-sell marketing model that led to a $1.5 million new revenue stream for BellSouth Communications -Applied churn modeling methodology to create a disenrollment model for a large insurance company. -Managed the data warehousing/data mining marketing Pre-Sales project at JCPenney Catalog Division that successfully loaded the entire catalog database into Teradata and scored it with a SAS program in the required 14-hr window. This success led to the $11 million sale of Teradata system software, hardware, and services to JCPenney in 1998.

Pacific Capital Bank Corporation 2007 – 2009 Assistant VP, IT Architecture & Analysis Group - Manager and Co-developer of the Householding processing system for marketing purposes - Management of the Business Objects reporting team

Data integration with SAS and DataFlux tools - Systems analysis and architecture of new bank systems - Architectural design of a dependent logical data mart on IBM DB2 for Commercial Business - Created a customer acquisition model for Commercial customer marketing campaigns

Fireman’s Fund Insurance Co. 2006 – 2007 Senior Manager – Commercial Underwriting - Data integration with IBM Datastage Enterprise and Server editions. - Building loss-risk models in Commercial Insurance underwriting systems. - Premium Audit modeling - Data mining tool selection - Left when the internal data mining program was split up

Robert Nisbet, Consultant in Data Mining Sciences 2002 – Pres. --Designed and built prospect acquisition modeling systems for the 5 largest AAA clubs in the US. These systems will be installed at the club level in 2006. Invented and developed a modeling methodology for manufacturing process control at Raytheon Electronic Systems, Goleta, a large electronic focal-plane array operation. -Development of a new data mining algorithm for continuous learning in a streaming-mode data environment; currently developing algorithm into a product. -Certification and service as an Expert Witness (Data Mining) for the prosecution in the US District Court of Maryland in the case of DTM vs. AT&T (judgment for the prosecution). -ETL systems analysis and data integration with Ascential DataStage at Eastman Kodak in preparation for analytical systems design (as a contractor through IRI, Inc.).

Fair Isaac & Co., Solution Delivery Director 2003 – 2004 - Credit Risk scorecard analysis and customer training at Wachovia Bank and John Deere Credit. - Development of configurable data mining applications with the Fair Isaac Model Builder Workbench. - SolutionPak product development and sales: creation and marketing of reusable, configurable templates for attrition modeling for CRM marketing purposes for HSBC Bank in Hong Kong. Pre-sales marketing presentations to Hang Seng Bank and Bank of East Asia - Left when my sponsor EVP left the company, and my position was eliminated.

Torrent Systems (Acquired by Ascential Software, a data integration tool vendor) Director of Data Mining Sciences 2000-2002 - Invented Torrent Orchestrate PreludePLUS methodology for delivering low-cost packaged data mining solutions for CRM (churn and cross-sell for marketing purposes. A new department was created to market this product to Telecommunications companies. This product was successfully marketed to Verizon Communications of Massachusetts. - Program management of a team of people that created a ground-breaking model and methodology for phone line attrition at Verizon Communications, providing a 75%+ accuracy in identifying past instances of phone line attrition, enabling Verizon to accurately priortize allocation of $6 billion in network upgrade funds. - Integration of the ETL tool, DataStage, with the Torrent parallel data mining algorithms. - Advanced training in Datastage at Ascential Software. - Left when Ascential decided to discontinue data mining solution development operations.

NCR –Technical Program Manager, Teradata Solutions Group 1999 – 2000 - Managed the program that developed a very low-cost ($50K) proof-of-concept predictive analytics product , ProofPLUS, that could be easily reused and/or expanded to create a Retention/Growth Data Warehouse the NCR data mining solutions used to drive direct marketing programs

Managed a 7-person team that developed a ProofPLUS disenrollment model for Allstate Insurance of Canada. (Property & Casualty). Models for Automobile policies and Property policies predicted household attrition at the 70% level to guide interdiction campaigns to prevent attrition. - Developed NCR Data Mining Centers of Expertise (COE) in 9 major cities of the world; trained staff in modeling methodology with statistical (SPSS) and machine learning tools (Clementine); coordinate COE staff worldwide. - Technical management of a 4-person team that developed a retention model at BCP (Brazilian wireless telecommunications company); to segment existing customers for interdiction campaigns; reduced attrition rate for cell customers by nearly 20%

NCR - Data Mining Solutions Development Engineer/Project Manager 1994-1999 - Chief Modeler in a project for BellSouth to build a propensity-to-buy model for use in marketing a specific calling feature. The marketing campaign produced a 768% lift and a $1.5 Million new revenue stream for BellSouth. - Development Team Manager: ChurnSentry (attrition) and GrowthAdvisor (Marketing cross-sell & up-sell) behavioral predictive analytics solutions for CRM in Telecommunications, resulting in $10 million in sales.. - Project Manager/Modeler –Professional Services: Army-Air Force Exchange Service (AAFES) Retail Forecasting Project. 1996. Created customer demand models for 1000 categories of merchandise. This project won the NCR Best-Practices award for 1996. - Project Manager of a Data Mining Expanded Proof-of-Concept (EPOC) at JC Penney in 1996. Successful completion led to a sale of an $11 million Teradata system and data warehouse development for the Catalog business unit. - Modeler: Created sales forecasting models for Meijer Corp. at the category/store level -Co-managed a retail data mining team (8 people).

Other Experience: Center for the Study of the Environment - Chief Scientist - Santa Barbara, CA (Spin-off of UCSB). Overall scientific management, forecast modeling of forest ecosystems, spatial analysis of ecosystems, scientific applications program design and programming in C (1 yr). University of California, Santa Barbara – Research Professor level II. Complex systems modeling applied to forest ecosystems research (6 yrs) American Database Corporation - General Manager/Technical Mgr. - Santa Barbara, CA (2 yrs). Overall business management, technical management of programmers, data analysts, data entry operators Malone College – Associate Professor (tenured) Canton, OH Teaching courses in Ecology and Biology (7 yrs). Education Ph.D. (Ecosystems Analysis) Arizona State University, Tempe, AZ M.S. (Systems Ecology ) San Diego State University, San Diego, CA B.S. (Forest Management) Humboldt State University, Arcata, CA

Professional Certificates: Project Management (Project Management Institute and AT&T Bell Labs) Cartographer (National Image and Mapping Agency)

References:

Sunanda Bhargava Chief Information Officer Pacific Capital Bank Corporation [email protected] 805-899-8420

Karthik Balakrishnan, Ph.D. (former supervisor at Fireman’s Fund Insurance) VP, Insurance Services Organization 1-415-369-0707 X2890

Greg Price (former supervisor at NCR) ProofPLUS General Manager Flywheel Group 202-483-7521

Dr. Ken Reed (former manager at NCR) Data Mining Manager LowerMyBills.com 949-472-1383 home 714-865-1558 mobile [email protected]

Will Frye (customer) Director of Engineering Raytheon Infrared Operations 805-562-2812 [email protected]

Dr. Lloyd Simpson (former colleague at NCR) Forest Ecologist, US Forest Service 805-649-1405 [email protected]

John Gins (former colleague at NCR, Torrent Systems, Ascential Software, and Fair Isaac) Senior Consultant Information Resources, Inc. 626-577-7814 [email protected]

Dr. Ed P.D. Pednault (former colleague at AT&T/NCR) Research Staff Member Mathematical Sciences Department IBM Research Division T.J. Watson Research Center 914-945-2272 [email protected]