Barry Grushkin bg755032@westpost.

net
SUMMARY OF QUALIFICATIONS

> Business analyst and strategist, data miner, forecaster, expert in predictive
analytics
> Deep understanding of how to generate business value
> Deep understanding of sophisticated quantitative techniques that allow consist
ent finding of multimillion dollar opportunities
> Unique combination of understanding how both business and advanced quantitativ
e methods can combine to create high value process changes
> Ability to archetect customized, intelligent decision-making systems which dri
ve focused, high-value day-to-day action plans

SAMPLE PROJECT AREAS

Medical - Analysis of technology efficacy trials, laboratory and patient statist
ical analyses, data mining of complex causal disease classes
Transportation - Demand forecasting, product/market mix optimization, Enterprise
Resource Planning (ERP) forecasting
Insurance - Pricing optimization, customer segmentation, portfolio growth and qu
ality improvement strategies, fraud detection
Retail financial - Customer Relationship Management (CRM), personalized marketin
g optimization, cross sell, up sell, marketing channel analysis, customer segmen
tation
Retail Catalogue - Target marketing optimization, optimal solicitation mix
Manufacturing - Manufacturing problem early warning, Quality Assurance and warra
ntee analyses
Institutional Financial - New derivatives development, strategy optimization, mo
ney management, technology product management, dual marketing analysis for major
credit card
Government and Intelligence - Intelligence technology consultation, forecasts an
d econometrics for Congressional Budget Office and Department of State
Technological Product Advancement, Management, Consulting and Strategic Planning
- Search, data mining, visualization, OLAP, text mining, text categorization, a
nd integrations

SAMPLE PROJECTS

Medical - Analysis of technology efficacy trials, laboratory and patient statist

ical analyses, data mining of complex causal disease classes
* Executed a large scale analysis of patient data for a 30-branch hospital chain
to determine relations between disease classes, diagnoses and fees paid relativ
e to sociological, cultural, economic, gender, age and other groupings of patien
ts.
* Produced a segmentation analyses of laboratory tests of neurological and other
disorders with a medical research team. Found classes of abnormal representatio
ns with suggestive treatment response options. Results backed improved personal
ization and precision of medical interventions.
* Carried out detailed statistical analyses of data from independent clinical tr
ials of products for international medical device manufacturer. The exciting re
sults showed strong patient improvement and product efficacy.
Transportation - Demand forecasting, product/market mix optimization, Enterprise
Resource Planning (ERP) forecasting
* Implemented a customer-segmenting and expected demand in new markets model for
a large transportation company, and then developed a product/market/advertising
mix optimization strategy.
* Dramatically improved a large transportation company's Enterprise Resource Pla
nning (ERP) process by creating better forecasts of resource need dependencies a
nd mean time between major overhauls.
* Created an inventory management system for a truck sales company that tracked
all the details of negotiations, customer needs and requirements and offered dem
and projections by category.
Insurance - Pricing optimization, customer segmentation, portfolio growth and qu
ality improvement strategies
* Built a pricing, customer segmenting, and marketing and sales support process
for a major insurance company that helped them build an optimal customer-mix por
tfolio in a changing, competitive product and financial markets environment. Th
e approach maximized return while minimizing long- and short-term risk exposures
.
Retail financial - Customer Relationship Management (CRM), personalized marketin
g optimization
* Architected and implemented a multi-channel, optimal customer interaction proc
ess for a major bank, multiplying ROI for new product closings seven-fold. $1.8
billion in new sales in the first year alone were attributed to this new custome
r-motivating and targeting approach.
Retail Catalogue - Target marketing optimization, optimal solicitation mix
* Put into operation an optimal solicitation expenditure mix process for a major
retail catalogue company that accelerated and helped realize the company's reve
nue and profit potential.
Manufacturing - Manufacturing problem early warning, Quality Assurance and warra
ntee analyses
* Instituted an early warning system for rapid response to patterns of part sour
cing contradictions for a major computer manufacturer. System found previously
unknown contradictions between input commodity components from differing lots an
d manufacturers.

Institutional Financial - New derivatives development, strategy optimization, mo

ney management, technology product management, dual marketing analysis for major
credit card
* Architected a new class of financial derivatives for an up-and-coming independ
ent online trading exchange that could change how important projects are finance
d.
* Designed a strategy and multi-strategy optimization approach for major Wall St
reet trading groups that one called "best ever seen."
* Managed multi-pronged investment portfolios for a major international bank and
institutional investors that obtained 7% growth over benchmarks each year for o
ver five years on a billion dollar portfolio (unleveraged, risk adjusted excess
returns). Used systematically back-testable quantitative approaches.
* Product managed critical events monitoring, automated text analyzing, and news
categorization technologies for trading risk mitigation for an innovative techn
ology firm and developed a quantitative modeling of market reaction to qualitati
ve statements in the news.
* Identified pairs of corporations that tend to share the same customers for a m
ajor credit card company, in support of dual-branding advertising campaigns.
Government and Intelligence - Intelligence technology consultation, forecasts an
d econometrics for Congressional Budget Office and Department of State
* Consulted with the CIA on methods for predicting terrorist activity through ma
ss integration of traditional and financial market and transactional information
.
* Forecasted 20-year multibillion dollar demand patterns used in major asset all
ocation projects by The Congressional Budget Office.
* Designed, demonstrated, sold, and supported installation of new information in
tegration technologies for government intelligence lab.
* Developed econometric and statistical models used in economic aid decisions fo
r US State Department group.
Technological Product Advancement, Management, Consulting and Strategic Planning
- Search, Data Mining, Visualization, OLAP, Text Mining, Text Categorization, a
nd integrations
* Extrapolated new approaches to integrating data mining, text mining and OLAP t
o create a powerful solution backing capability for an innovative well financed
start-up.
* Developed and defined new automated text categorization approaches for an esta
blished search engine company that added substantial value to the user experienc
e.
* Implemented an extensive competitive and comparative analyses of text mining a
nd visualization technologies for top international microchip maker.
* Produced a detailed step-by-step analysis of each feature of a statistical, an
alytic and visualization technology developed by a subsidiary of a major telecom
munications research group. Reported on what customers would find exciting and
valuable. The result was a highly acclaimed new version with widespread press a
nd sales.
* Analyzed and recommended data mining extensions to its OLAP product for the wo
rld largest software company that are now in use worldwide.
* Developed techniques for large increases in hit precision for multi-key word s
earch for an established innovative technology and text analysis company.
WORK EXPERIENCE
M.I. Strategic Director of Research and Consulting Boston-Chicago-NYC
1997 - 2010
M.I. Strategic develops, implements and supports decision support, decision anal
ysis, business intelligence, intelligence, data mining and analytic methods, tec
hnologies and processes for the government, major corporations, and high technol
ogy firms. Its methods are often behind the scenes in high ROI corporate and pr
oduct initiatives. Its clients range from banks, Wall Street firms, transportat
ion firms, major manufacturers, technology giants, innovative market entrants an
d intelligence agencies.
*
* Grew, managed and motivated teams of rocket scientists
* Actively grew firm. Developed business.
* Managed product creation and development.
* Designed and developed modeling approaches and products. Wrote key software m
odules.

Condor Technology Solution Sr. Consultant Boston - Wash DC 1996 -

1999
A medium-size consulting organization offering financial solutions, data mining,
forecasts, analysis, visualization methods, business analytic and business inte
lligence solutions to major institutions including major credit card companies a
nd banks, The Congressional Budget Office, intelligence agencies, Microsoft, Int
el and Lucent Technologies
*
* Produced in-depth forecasts and data analyses used in multimillion and multibi
llion dollar strategic decisions.
* Generated multimillion-dollar value gains for a range of industrial and govern
ment problems.
* Compared, analyzed and found new business areas of application for data mining
, OLAP and visualization technologies and their integrations. Implemented creat
ive analytic solutions, repeatedly generating multimillion dollar saving.
*
Stewart School of Business Professor Chicago 1991
- 1996
The Illinois Institute of Technology Business School offers a unique collaborati
ve environment where tested industry professionals lead classes on practical han
ds-on approaches, street smart ways of thinking and current industry best practi
ces.
* Taught classes on business planning, strategies and decision approaches. Hand
s-on case study approaches dominated, with rigorous quantitative underpinnings.
Class topics included statistical approaches, information flow, modeling, evalu
ation, simulation, strategy development, risk management and pitfall watch, econ
omic trends, management and psychology. Also evaluation, simulation and strateg
y testing.
Stewart School of Business Professor Chicago 1991
- 1996
First Chicago NBD VP Investment Strategy Chicago 1984 - 1991
Boutique Investment Group in Major International Bank
* Produced enviable long-term track records in large equities funds using system
atically back-tested strategic quantitative methods, often combining trading, fu
ndamental and statistical methods.
RELATED EXPERIENCE

HVX, Inc., Tech Bank Board Member 2007 -

Present
Biopathway Pathology Research Board Member 2006 - Pr
esent
Buzz Analytics Board Member 2006 - Present
Intelligent Enterprise Magazine Analytic Solutions Columnist
1998 - 2005
Boston University Faculty Seminar Leader 2000 - 2003

EDUCATION

Cornell University Mathematics BA, PhD (abd)

SELECTED PUBLICATIONS
1. Business Modeling: No Spreadsheets Required, Lumina's Analytica rends the vei
l that has kept business managers from collaborating with analysts on complex bu
siness models. Intelligent Enterprise Magazine March 2005
2. The Enigma of Similarity, Part 2: Using meaningful names in your data warehou
ses makes your data more valuable. Intelligent Enterprise Magazine October 30,
2002
3. The Enigma of Similarity: Similarity judgments lie at the very heart of good
decision-support capabilities. Intelligent Enterprise Magazine September 3, 200
2
4. Validation Victory: Which of many data mining algorithms and options are best
for your solution? With validation techniques you can make a solid decision.
Intelligent Enterprise Magazine April 16, 2002
5. To Believe or Not to Believe: You can smoke out false data mining prophets wi
th a solid empirical approach. Intelligent Enterprise Magazine March 8, 2002
6. The Quest for Speed: More users, more data, and more complex analytic demands
are requiring new kinds of software. Intelligent Enterprise Magazine November
12, 2001
7. Meaningful Encounters of the Second Kind: Although technology still can't mim
ic complex human relationships, understanding the way your customers think may b
e the next step in personalization. Intelligent Enterprise Magazine September 1
8, 2001
8. A Savvy Decision: Money and technology continue to shape the firm of the futu
re. Intelligent Enterprise Magazine July 23, 2001
9. Dynamic CRM: Improving customer dynamics for a better bottom line. Intellige
nt Enterprise Magazine May 07, 2001
10. Level With Me: Time to start mining those terabytes of data in relational an
d hierarchical databases. Intelligent Enterprise Magazine March 08, 2001
11. Down and Dirty: When modeling problems for more useful results, the harder
they come, the harder they fall. Intelligent Enterprise Magazine January 01, 20
01
12. Knowledge Nurturance: Choosing a successful modeling approach requires sensi
tivity to the subject matter's needs. Intelligent Enterprise Magazine December
05, 2000
13. A Meeting of Minds: The Knowledge Discovery and Data Mining Conference demon
strated commercial progress in the field. Intelligent Enterprise Magazine Novem
ber 10, 2000
14. Context Dependency: How can we push the envelope of accuracy in textual know
ledge search? Intelligent Enterprise Magazine September 29, 2000
15. Governing Agents: The intelligent leading the intelligent. Intelligent Ent
erprise Magazine August 18, 2000
16. The Wisdom of Critters and The Madness of Crowds: Can intelligent agents wor
k together for better results, or is three a crowd? Intelligent Enterprise Maga
zine August 1, 2000
17. When the Agents Come Marching In: Understanding how different systems of age
nts behave is the first step in garnering business value. Intelligent Enterpris
e Magazine July 17, 2000
18. The Beholder's Share: The Eye's Role in Visualization Technologies. Intelli
gent Enterprise Magazine June 26, 2000
19. Eye Spy: Diverse new visualization methods are improving information discove
ry. Intelligent Enterprise Magazine June 5, 2000
20. More for Less: New, more complex neural net design yields better prediction
results. Intelligent Enterprise Magazine May 15, 2000
21. Multiplicity of Mind: Human intelligence is distributed and hierarchical, s
o neural networks should be, too. Intelligent Enterprise Magazine April 28, 200
0
22. Learning in Time: Making an intuitive computer that thinks on its "feet".
Intelligent Enterprise Magazine March 20, 2000
23. Connect the Dots: Choosing the right model and learning laws can drastically
improve your decisions. Intelligent Enterprise Magazine March 1, 2000
24. Artifacts of the Future: Cognitive models of prediction from sketchy evidenc
e can enrich formal data analysis techniques. Intelligent Enterprise Magazine F
ebruary 9, 2000
25. The Solution Engine: "Search engines" keep us searching, but we can do bette
r with technology we have now. Intelligent Enterprise Magazine December 21, 199
9
26. Win-Win Marketing: Give your sales force more receptive target markets while
focusing on long-term profitability. Intelligent Enterprise Magazine October 0
5, 1999
27. Tale of Two Worlds: Bringing OLAP and data mining together can produce some
thing worth more than the sum of its parts. Intelligent Enterprise Magazine Aug
ust 24, 1999
28. Predicting Movement: You can turn historic data into an action plan by obser
ving movement trends. Intelligent Enterprise Magazine August 03, 1999

SKILLS

COMMUNICATION
* Excellent writing and presentation skills.
* Can find the metaphors that sell complex ideas.
* Advertising-quality PowerPoint skills.
* Can evangelize new technologies to C-level, business and the technologically s
ophisticated.
* Sizzling technology demonstration skills.
TECHNOLOGIES
SAS, C++, C#, FORTRAN, R, S-PLUS, Clementine, Analytica, Polyvista, MS-SQL Servi
ces, Access, Excel, PowerPoint, Visual Insights, Advisor, Metaphor Mixer, InfoSe
nse, Spotfire and many other small but interesting data mining and visualization
technologies.

GENERAL QUANTITATIVE
* Ergonomics of visualization
* Data mining, forecasting
* Deep analysis of opportunities displayed in the data
* Innovative and creative next generation non-linear multifactor models
* Customer segmentation, promotions, customer behavior, cross sell, up sell, tar
geted marketing
FINANCIAL MARKETS
* Volatility statistical arbitrage
* Strategy and multi-strategy process optimization
* Automated strategy discovery
* Market early warning text mining
* Trader intuitions turned into tested automated strategies
* Innovative trading and investment strategy ideas

MORE SPECIFIC FINANCIAL SKILLS

Higher order derivatives Improved multiple information source integration in
visualizations New approaches to integration of predicative variables Meth
ods for creating tracking index for any financial instrument "Kind of market"
typology via trading agent simulations Improvements over correlation methods
New data mining algorithms Conditional relation methods for market type d
ependent strategy cycling

MORE SPECIFIC QUANTITATIVE AND FINANCIAL SKILLS

Active quantitative investment strategies Advanced statistical methods Age
nt-based market analysis methods, simulation and modeling Aggregated quantita
tive approaches Algorithmic equity trading strategies Back testing Bask
ets Bayesian Techniques Chaos theory Computer-generated logic Correl
ations extensions Cross market arbitrage trading strategies Cutting edge d
ecision and learning algorithms Data mapping strategies to assess risk and re
turn opportunities Decision and learning algorithms Density Estimation Met
hods Designed systematic back-testing and validation methods Developed and
applied risk models Developed software for data analysis Econometrics, mi
cro economic, macro economic approaches Efficient cost-effective program trad
ing strategies Multi-Factor Models Financial time series data Forecast
ing and interpreting volatility Forecasting models, including for active quan
titative investment strategies Fundamental analysis and inputs Genetic alg
orithms High frequency equity trading strategies Index Arbitrage Linear
Discriminant-based methods Mean regression, convex, concave and hybrid appro
aches Microstructure of equity markets Model development Momentum Mo
nte Carlo Simulation Multi-strategy, multi-time frame integration and multipl
e input variable integration and optimization Multi-factor and mean reverting
strategies Multiple times series approaches Neural networks New analyt
ic methods and algorithms Numerical methods Pairs Pattern recognition
Portfolio construction Predictive analysis Predictive models Relative
performances Risks Simulation Statistical arbitrage Statistical pat
tern recognition techniques Stock selection Support Vector Machines Sys
tematic arbitrage strategies including execution Systematic back testing and
validation methods Systems implementation Term structures Testing new t
heories Tick-by-tick, short-, medium- and long-term properties and approaches
Trade implementations Visualization methods - strategy understanding, tra
ding support

KEY WORDS
Strategic planning Performance and productivity improvement Organizati
onal design Infrastructure development Internet E-commerce C
hange management Team-building Leadership Competitive market
Product positioning Investor and board relations Problem-solving and
decision-making MBA Program Product management Customer retention
Business development Corporate vision Long-range planning Co
st reduction Regression Decision Trees Clustering Segmentation
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