Robert L. Sousek
Canton, Ohio 44718 Phone 330-***-**** email: ********@***.***
MANAGER ● ECONOMIST ● INDUSTRIAL ENGINEER ● PRIVATE EQUITY●
PUBLISHER
STRATEGIC PLANNING PRODUCTIVITY IMPROVEMENT INFRASTRUCTURE MODERNIZATION CAPITAL
MARKETS
Senior business leader who has strong background in successful strategic planning, productivity improvement,
engineering management and private equity across small as well as Fortune 500 companies. Excels at seeing
the big picture, identifying gaps and managing initiatives. Contributes within an organization by providing
collaboration, motivation and direction across teams in diverse environments.
Experience spans bearing manufacturing, integrated steel, healthcare, research, retail, consulting, investment
portfolio management, and E-commerce publishing.
PROFESSIONAL BACKGROUND
COTanalytics, LLC: Canton, Ohio Investment Website 2011 to
Present
PUBLISHER
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 Trackstm, 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.
Bohemian Investments: Canton, Ohio Private Equity Fund 1994 to 2011
Trader and Investment Manager
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 time frames. Stocks, Futures, Currencies, and Options.
Macro-Economic Model: Developed proprietary model forecasting country level metrics.
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Robert L. Sousek
Lakewood Hospital: Lakewood, Ohio 400 Bed Acute Care Nonprofit Hospital 1992 to 1994
DIRECTOR OF BUSINESS PLANNING
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%.
Republic Engineered Steels: Canton, Ohio Alloy steel and stainless steel strip 1974 to 1992
SENIOR PLANNING AND PROCESS ENGINEER
MANAGER OF TECHNICAL DEVELOPMENT
SUPERVISOR OF INDUSTRIAL ENGINEERING
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. Selected projects include:
Infrastructure Development: Collaborator and member of six person task force responsible for the design,
justification, and implementation of a $650 million seven year strategic plan that replaced existing facilities with
world class production facilities while maintaining existing production and retention of customers.
Outsourcing: Managed third party computer simulations. Increased project turnaround time 50%.
Six Sigma: Principal in the implementation of a companywide Six Sigma program. Developed a cost of quality
model to monitor the performance and effectiveness of the Six Sigma program. Determined there was no cost
savings to implemented program.
Strategic Planning: Principal in team based rationalization studies of the company (Republic Steel). Included
detailed product profitability study and market forecasts. Resulted in the reduction of production facilities from
three plants to one plant and the concomitant reduction from 13,500 employees to 6,500, as well as proportionally
product line and input factor resources.
Labor Productivity: Led change management team with responsibilities to conduct wage roll rationalization
studies. Determined wage rolls could be reduced by 33% with no capital improvements. Used as negotiating tool
with union to justify cost reductions (LTV Steel).
Organizational Design: Designed management organization into four reporting levels resulting in a 10%
reduction in staff (LTV Steel).
Change management: Served as a trainer to both wage and staff employees on Six Sigma program. Created
unique and intuitive program for instructing hourly personnel with limited education.
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Robert L. Sousek Republic Engineered Steel continued
Member of implementation team that installed a standard cost accounting system for the corporation that allowed
accurate monthly performance measurements and quantifying product profitability. Initiated use of determinants
in solving for charging rates saving one week in development time or ten man weeks each update iteration.
Leadership: 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. The company at this point in time
was reputedly to be one of the nation’s most profitable steel plants, and with its early adoption of continuous
casting, a technological leader. 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.
Technology: Designed the layouts for two production facilities employing state of the art discrete event
simulation techniques and software: 1) a stainless slab grinding operation and 2) the finishing and material
handling for a proposed bar mill. Saved $40 million in excess finishing facilities for the bar mill, and confined the
grinding facility to one building as opposed to previously two building design saving $10 million facility costs.
EDUCATION
• Case Western Reserve University. Cleveland, Ohio: Graduated 1980 M.A. in Economics
• Ohio State University, Columbus, Ohio: Graduated 1970 B.S.I.E.
• Ohio State University, Columbus, Ohio: Advanced Professional Degree coursework
• Baldwin Wallace College, Cleveland, Ohio: MBA coursework
TRAINING
• Supervisor Training(Republic Steel)
• Statistical Process Control and Six Sigma
• AutoMod Simulation & ProModel Simulation
• “R” Programming Language & SAS programming
• Microsoft Excel, Word, and Powerpoint
• CBOE Options Master Level
PROFESSIONAL CERTIFICATIONS and MEMBERSHIPS
• Senior Member Institute of Industrial Engineering
• Senior Member Society of Manufacturing Engineers
• Member American Institute of Steel Engineers
• CBOE Options Master Certificate