Case Western Reserve University

MA, ECONOMICS

The Ohio State University

BSIE, INDUSTRIAL ENGINEERING, OPERATIONS RESEARCH

Consulting Data Scientist, Statistician, Economist, and Industrial Engineer at RL Sousek Consulting January 2015     Present (9 months)

Consultancy using advanced data driven analytic techniques, predictive modelling, and state-of-the-art software to solve complex business and social problems. Specializing in “R” graphical and procedural programming language, discrete event simulation, linear programming, and MicrosoftExcel to solve problems associated with capacity constraints, factor utilization, causal relationships, forecasts, optimization, and economic impacts. www.RdataAnalyst.com

Website Publisher at COTanalytics, LLC    2011 – June 2015 (4 years)

Designed, marketed, and published subscription based investment information website issuing buy and sell signals based on proprietary models. Investment models issue Buy/Sell signals for Futures, Bonds, Currencies, and Stocks. Proprietary Forecasting and Valuation Models: Published fundamental and technical models and charts measuring valuation and forecasting price movements for 46 Futures’ contracts, 10 Cross Currencies, 265 Equities. Stock fundamental analysis based upon the Dupont model. Employed innovative models combining Multiple Linear Regression, ARIMA, and capacity analysis to forecast price movements. Invented Traders Tracks, a graphical representation that assists in the timing of entry/exit of positions. E-commerce: Designed communication strategy and content structure for a Word Press website. R generated statistical analyses and charts published in PDF and PNG formats. Multiple charts reflecting multiple model alternatives produced per investment vehicle explaining price movements, trader positions, and available capacity of trader resources. Written in Word Press HTML5 and the “R” Programming Analytical Language. Website: http:// www.CommitmentsOfTradersAnalytics.com.

Trader and Private Equity Investment Manager at Bohemian Investments: Marco Island, Florida

1994 – 2011 (17 years)

Developed, planned and executed trading strategies and portfolio design based upon supply and demand metrics. Portfolio Structure: Dynamic positioning based upon proprietary macroeconomic analysis and profit models, sector dynamics, and individual company and/or commodity performance. Wealth Management: Nineteen years of continuous portfolio growth. Investment models developed for different investing timeframes. Stocks, Futures, Currencies, and Options. Macro-Economic Model: Developed proprietary model forecasting country level metrics.

Director of Business Planning at Lakewood Hospital a Cleveland Clinic Hospital

1992 – 1994 (2 years)

First Business Planning Director hired to bring direction to organization awareness of service costs, productivity, and cash flow growth. Established organization’s industrial engineering team. Selected projects include: Labor Productivity: Implemented an Excel based flexible labor budgeting and performance measurement system resulting in savings of $400,000 annually (10 FTE’s). Physician Performance: Developed and implemented a monitoring report that measured a physicians’ patients’ average LOS (length of stay) by DRG category. Flagged excessive LOS by physician and resulted in LOS reductions of 10 % for 5% of the physicians. Customer Satisfaction: Conducted simulation of outpatient facility to measure capacity and patient waiting times under various labor scheduling scenarios. Resulted in a reduction of 20 minutes in service times for the average patient (from I hour originally) and an increase of throughput capacity of 30%.

Manager Of Technical Development at Republic Engineered Steels1974 – 1992 (18 years)

Led matrixed project and alliance teams that developed best practices, improved profitability, strategic focus, and delivery of quality services to both internal and external customers during a time of rapid organizational and infrastructure change.   Managed seven industrial engineers (Republic Steel).  Responsible for all industrial engineering functions for the melt shops, caster, rolling mills, and shops and crafts maintenance.  Responsible for the preparation of the annual capital budget and the development of the economic justification of each individual project (NPV analysis).  Conducted post audits of completed capital projects.  Responsible for developing and maintaining the plant’s capacity and utilization report that was used in conjunction with cost and capacity studies related to capital project submission process.

• ” R”, Excel, Forecasting Models (ARIMA, Exponential smoothing), Regression Analysis (OLS, Logistic, Poisson), Statistical Analysis (ANOVA, correlation, t-tests, descriptive statistics), Firm Economic Analysis (DuPont Model), Six Sigma (Capability, QC, sampling), Simulation (ProModel, Extend, GPSS, JaamSim, SLAM, AutoMod), ROE Analysis, Capital/Project Justification and Budgeting, Linear Programming, SAS, VBA, Equity Options Trading and Analysis, Supply/Demand Metrics for Futures, Principal Component and Factor Analysis, Classification, Cluster Analysis.