Sales Manager

K EVIN CO LAS

* *** * . * ********* Blvd . U nit 127, Chicago, IL 60607

C ell: 6 08 - 358 - 5582, H ome: 312 - 929 - 3326, k ****.*****@***.*** o r k ****.******.*****@*****.***

EXPERIENCE

2013-2014 Go Health (Norvax) Chicago, IL, USA

Operations Analytics & Sales Audit Managing Consultant

Business analysis, decision support and reporting to enhance health insurance exchange sales conversion.

Created documented processes to produce call center agent and team periodic performance and

productivity trackers, BPO SLA and finance reports that greatly helped management to drive sales.

Built call center audit team to create real time sales reconciliation process and track lead life cycle from

opportunity to issuance for 14 BPO teams and 1000 FTEs. This improved accuracy from 80% to 97%.

Built company-wide executive dashboard, licensing tracker and pushed centralization of multi-

department SQL databases and worked with IT and external consultants to automate above processes.

Built geographic multi-regression geographic staffing model to assess FTE and licensing ramp-up needs in

50 states and optimally assign sale teams: 20 variables vs. call volume history, ranking and weighting.

Prepared board meeting presentations and supporting data for 2 VPs and the Chief Accounting Officer.

Recruited, trained, led and managed a team of 6 operations and sales audit analysts.

Initiated RFI and RFP processes, assigned PM, BA and SMEs to identify and select the best reporting tool

that seamlessly works with internal CRM and integrated database, end users and processes.

Acted as the main point of contact for vendor related concerns from telephony configuration, operational

metrics requirements, IVR, call flow and routing allocation to SLAs and contractual agreement questions.

2007-2013 Vaxa Inc Hollywood, FL, USA

Strategy Consulting Engagement Manager

Developed industry, market, competition, segmentation and company analyses & benchmarking, macro

trend and KPI analyses, market gap and market entry strategies, partnering & distribution strategy

enhancement projects, channel checking, market & segment surveys, business cases, business models &

business plans designs for Fortune 500 clients in IT, Healthcare, Industrials, Financials & Consumers.

Selected, tested, negotiated and managed support with IT vendors for new software, website design and

survey services acquisitions. Oversaw website remodeling with IT vendors selected by supervisor.

Representative projects: For a Global 50 integrated IT group: toys, outdoor games & video gaming

megatrend analysis for the creation of a video gaming concept for its global gaming unit. US competitive

survey of its storage channel partners. Trend and IT spend analysis of the US healthcare vertical, peers

comparison of its US distribution channel and competitive analysis of the imaging and EHR ISVs market for

its SMB team. Growth drivers’ analysis of the Indian BPO competitive environment for its core strategy

team. For a Global 100 IT services group: green innovation and global warming megatrend analysis for its

core strategy team with a focus on the profitability impact by sector, sub industry group and geography.

Public and private KPIs and IT spend analysis of US and emerging Global 500 telecom operators. For a

Global 300 logistics group: strategic review to identify undiscovered markets for a new tracking device.

2004-2006 A2 Gestion Asset Management Amiens, France

General Manager & Mutual Fund Portfolio Manager

Co-managed a team of 10 people and 5 active funds of mutual funds bringing total Assets Under

Management (AUM) from $30 million at 12/31/2003 to $60 million at 12/31/2005.

Co-managed strategic and tactical asset allocations in daily tactical and quarterly strategic allocation

meetings; and led statistical fund screenings, due diligence RFPs/interviews and risk management.

Cumulated NAV track record FY2004-2005 of the Centaure range: European Equity +31.2%, Global Equity

+29.8%, Global Balanced: Moderate +20.6%, Conservative +14.4%, Prudent +10.6%, 3 to 4 Morningstar

and S&P Stars, 3 Lipper Leaders and 3 top spots in EuroPerformance fund category rankings.

Initiated 10 new sub-managers agreements to enhance funds’ performances and formalized the top down

investment process with the implementation of a new q uantitative fund screening platform and the

creation of a formal due diligence process based on RFP/RFI /DDQ questionnaires and managers’ visits.

Initiated and deployed first marketing tools and national communication campaigns to ensure key

placements in media and industry outlets and maximize public awareness and sales opportunities; won 5

major competitive distribution partnership agreements with leading European life insurance platforms.

Managed industry compliance authorities (French AMF) with compliance officer and led external vendors’

selection and relationships including IT, advertising, publishing and printing vendors. Selected and

implemented with the IT vendor a new platform of fund analytics after vendor selection, t est period and

negotiations. Built a website bible after thorough benchmarking of best practices in the French asset

management industry, selected features, security and applications’ options with management and legal

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counsels, negotiated cost and contract and supervised the implementation according to bible

requirements and contract. Selected, negotiated and managed relationships with advertising and

publishing vendors. Handled relationships and interviews with printed, radio and TV media.

2001-2004 Clinvest Crédit Lyonnais (Crédit Agricole) Paris, France

Mergers & Acquisitions Analyst

Built detailed financial models to assess the impact of M&A, LBO, debt, equity and equity linked financing

alternatives for the logistics & transportation, utilities, consumer goods, energy and media industries.

Prepared GAAP & IFRS fairness materials, board presentations, pitch and valuation books including deal

rationale, target or company descriptions, industry backgrounds overviews, accretion/dilution, financial

statement and synergies forecasts, public and transaction comps, DCF, SOP, LBO and pro-forma analysis.

Participated in all phases of deal execution from sourcing to closing (bank focus on sale side deals & IPOs).

Trained, led and managed 2 rotating interns and managed data rooms with MDs and investors counsels.

Representative deals: Isis merger with Technip ($1.1 billion, energy ), IPO of Électricité De France ($15.7

billion, utilities), FM Logistic attempted bid to Exel Logistics ($270 million, logistics), privatization by sale of

80% of The Morocco National Tobacco Company to Altadis ($ 1.9 billion, tobacco), IPO of Autoroutes du

Sud de la France ($3.9 billion, infrastructures), attempted bid of Excelsior to EMAP ($128 million, media),

Vivendi Universal sale of Houghton Mifflin to THL Partners/Bain Capital/Blackstone ($1.7 billion, media).

2000-2001 Merrill Lynch & Co (Bank of America) Paris, France

Institutional European Equity Sales Trading Analyst

Transmitted clients’ orders to the trading desk, screened daily research and performed pre-calls research.

Translated simultaneously UK analysts’ morning meeting calls, published traders and sales traders’ daily

market commentaries for French clients, and analyzed overnight trading volumes of Asian & US markets.

Developed formats and content of the two major daily products of the desk: Expresso and Telegram.

1999-2000 State Street Global Advisors (State Street Corp) Paris, France

RFP Marketing Associate

Answered customized sale side RFPs, RFIs and consultants questionnaires and created new fund fact

sheets in French and Spanish for the SSGA European range of mutual funds and managed accounts in

coordination with CEO, COO, CIO, portfolio managers, compliance, legal, marketing and IT teams.

Managed daily, monthly and quarterly updates of databases, templates and funds fact sheets to provide

accurate company and product data and descriptions to management, clients, prospects and consultants.

EDUCATION Hult International Business School, FT Global MBA Ranking 2013: 57 Cambridge, MA, USA

Master of Business Administration (MBA), Dec. 2006. GPA: 3.5/4.

Investment Banking & Venture Capital electives at Boston College. Diligence LLC internship. Scholarship.

IAE Aix-en-Provence, CETFI Lab., FT European B-School Ranking 2013: 69 Aix-en-Provence, France

Master of Philosophy in Banking & Finance (MPhil/DEA), Oct. 1998. GPA: 3.6/4.

Thesis: “Economic Value Added & The Global Oil Industry”. Director: Sami Ben Larbi. Accepted in PhD.

SKEMA Business School, FT Global Ranking Masters in Management 2013: 29 Sophia-Antipolis, France

nd

Master of Science in Management (MS/MIM/Grande Ecole), admitted in 2 year, Oct. 1997. GPA: 3.8/4.

Major: Financial Markets. Private Bank E. de Rothschild equity research internship. Scholarships 1996-97.

University of Grenoble 2 Pierre Mendes-France, Top 20 French Universities Grenoble, France

Bachelor of Science (BS) in Economics & Political Science, Sept. 1995, BA English, Sept 1994. GPA: 3.6/4.

Concentrations: Econometrics & Languages. Indosuez private banking internship. Scholarships 1991-95.

ADDITIONAL Teaching: adjunct professor in international finance, financial management and investments for the Lakeland

College MBA from 2010 to 2012. Languages: Fluent in French, English (TOEFL, GMAT, GRE) & Spanish

(University Complutense of Madrid certificate, 2000). IT: MS Office Expert with Excel pivot tables, V & H

lookups, offset, VBA, macros, analysis and statistics tool packs, MS Project & Visio, MS Dynamics, Reuters,

Bloomberg, FactSet, S&P Capital IQ Compustat, Thomson One, Datastream, First Call, Worldscope, I/B/E/S,

MSCI Barra One, Decalogic M&A Analytics, S&P Morningstar Micropal, Fininfo EuroPerformance, Thomson

Lipper IM & MPI Stylus fund analytics workstations, SPSS, Stata, SAP R/3, Tableau, Nice IEX, Five 9, SharePoint,

Connecture, Siebel & Oracle reporting applications. Other: French CPA level 2 (partial CIMA/ACCA/ACA);

manage a global multi-assets (public and private equity, fixed income, commodities, real estate and art) family

portfolio since 1997 (2013 +9.85%, 2012 +13.2%, 2011 -2.3%, 2010 +14.8%, 2009 +37.2%, 2008 -33.7%, 2007

+3.9%, 2006 +24.5%, 2005 +7.8%, 2004 +8.9 %), co-writer of a book on startup creation (Dunod) and an article

on the Euronext (IEM Finance). Hobbies: Tennis USTA 3.5, cooking, contemporary art & design.

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