Kevin Colas has over 15 years of experience in strategy consulting, asset management, and sales/trading. He currently works as a Senior Engagement Manager at Vaxa Inc, where he manages client engagements and contributes to thought leadership development. Previously, he held roles such as Portfolio Manager, where he co-managed funds totaling $45M in assets, and Mergers & Acquisitions Analyst, where he conducted deal valuation work. He holds an MBA from Hult International Business School and masters degrees in banking/finance and management.

1. KEVIN COLAS
San Francisco CA, 608-358-5582, kevin.colas@att.net / https://www.linkedin.com/in/kcolasmoerman
EXPERIENCE
Vaxa Inc., San Francisco, CA, USA Jav 2015 to Present
Strategy Consulting Sr. Engagement Manager
 Manage teams in the delivery of client engagements, and contribute to client sourcing and development.
 Contribute to the development of practice thought leadership, body of knowledge, service offering, recruiting and coaching.
 Represent the firm in industry forums including project ecosystem workshops, articles, fairs and conferences.
 Representative projects:
- For the healthcare division of a Fortune 450 packaging group and 2 startups makers of mHealth wearable sensor patch
devices: Clinical trial go-to-market strategy and implementation with principal investigator survey and partners workshops.
- For a Fortune 20 IT group: Competitive survey of its US channel partners to gain market shares and improve attached
server sales for its storage team. New market opportunity case building for imaging and eHMR markets for its SPO team.
GoHealth (Norvax), Chicago, IL, USA Apr 2013 to Dec 2014
Operations & Sales Analytics Managing Consultant
 Business analysis, decision support and reporting to enhance health insurance exchange sales conversion.
 Recruited, trained, led and managed a team of 6 operations and sales audit analysts.
 Created documented processes to produce multichannel contact center call and agent periodic performance and
productivity trackers, BPO SLA and P&L reports that greatly helped management to drive sales.
 Created real time sales reconciliation process to track lead lifecycle from opportunity to policy issuance for 14 BPO teams
and 1500 FTEs improving accuracy from 80% to 97% and reconciliation lead time by 88%.
 Prepared board meeting presentations and supporting data for 2 VPs and the Chief Accounting Officer, built company-wide
executive dashboard, licensing tracker, multi-regression geographic staffing ramp-up model, pushed centralization of multi-
department SQL databases and worked with IT and external consultants to automate processes initiated by my team.
 Acted as the Subject Matter Expert (SME) for vendors from telephony configuration, operational metrics requirements, call
flow, Interactive Voice Response (IVR) and routing allocation to SLAs.
Vaxa Inc, Chicago IL, USA Jan 2007 to Mar 2013
Strategy Consulting Consultant (2007-2009), Sr. Consultant (2010-2011), Engagement Manager (2012-2013)
 Developed industry, market, company and competition analytics & benchmarking, macro trends, KPIs & spend analytics &
benchmarking, opportunity & market sizing models, market segmentation clustering & modeling, concentration & gap
analyses, go to market, partnering & distribution strategy plans, partner selection and strategic alliance ecosystem building,
industry experts, ISVs, partners & clients surveys, business cases & plans designs for Fortune 500 clients in IT, Healthcare,
Consumers, Industrials & Financials to identify, develop and initiate growth opportunities ranging from $300M to $2 billion.
 Representative projects:
- For a Fortune 20 IT group: Toys, outdoor, board and video gaming global market analysis, creation of a concept and
business case for its global gaming unit. Drivers and KPIs analysis of emerging operators and BPOs for its telecom vertical.
- For a Fortune Global 100 food & beverage group: Qualitative and quantitative consumer research analysis for new
segmentation and targeting strategy of the pet food market for its global pet care strategic business unit.
- For a Fortune 200 food group: Pre-deal assessment of cannibalization effects of a commercial private label acquisition on
consumer brands by category, and international strategy evaluation by direct or indirect channel for its core strategy team.
- For a Fortune 35 household & personal products group: Development of an innovation-in-strategy for its strategy team.
- For a French winery: Historical sales analysis to assess customer loyalty and price elasticity, pre-sale corporate valuation.
- For two Fortune 70 logistics groups: Monetization opportunities identification for a new tracking device with their business
development team, and global megatrend analysis with alignment recommendations for their corporate strategy group.
A2 Gestion Asset Management (Platinium Gestion), Amiens, France Jan 2004 to Dec 2005
General Manager & Mutual Fund Portfolio Manager
 Co-managed a team of 10 people and 5 retail active funds of mutual funds growing total Assets Under Management (AUM)
50% from EUR 30 million at 12/31/03 to EUR 45 million at 12/31/05.
 Co-managed strategic and tactical asset allocations in daily tactical and quarterly strategic allocation meetings; and led
statistical fund screenings, due diligence RFIs, RFPs/DDQ questionnaires, interviews, selection and risk management.
 Initiated 10 new sub-managers agreements to enhance funds’ performances and formalized the top down investment
process with the implementation of a new quantitative fund screening platform and a formal due diligence process.
 Cumulative Net Asset Valuation (NAV) performance 12/31/03-12/31/05 of the Centaure funds: European Equity +31.2%,
Global Equity +29.8%, Global Balanced: Moderate +20.6%, Conservative +14.4%, and Prudent 10.6%. The Centaure fund
range of profiled retail mutual funds was awarded 3 to 4 Morningstar, S&P & Lipper Leaders and 3 top Fininfo rankings.
 Initiated and deployed first marketing tools, collaterals (fund fact sheets, PR book and website) and national communication
campaigns to ensure key placements in major media outlets and maximize public awareness and sales opportunities, and
won 5 major distribution partnership agreements with leading French life insurers and 2 local institutional contracts.

2. Clinvest Credit Lyonnais (Credit Agricole Group), Paris, France Jan 2001 to Dec 2003
Mergers & Acquisitions Analyst
 Built detailed financial models to assess the impact of M&A transactions with LBO, debt, equity and equity linked financing
alternatives for the logistics & transportation, utilities, consumer goods, energy and media industries.
 Prepared GAAP & IFRS fairness opinion 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 (1 deal) to closing (11 deals). Bank focus on sell-side & IPOs.
 Representative deals: Isis merger with Technip ($1.1 billion, energy), IPO of Électricité De France ($8.5 billion, utilities),
attempted bid up to Letter of Intent of Exel Logistics to FM Logistic ($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), Vivendi Universal sale of Houghton Mifflin to THL/Bain Capital/Blackstone ($1.7 billion, media).
Merrill Lynch & Co. (Bank of America), Paris, France Feb 2000 to Dec 2000
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.
Family Portfolio at Oddo & Cie, Paris, France (Remote, PT) Jan 1997-Present
Portfolio Manager with Full Power of Attorney
 Portfolio construction focusing on long term asset and sector diversification of a global multi-asset/multi-currency portfolio
of EUR 1 million (started at EUR 132K) with ownership in direct or through funds, ETFs, warrants/options of mid-large caps
value and growth equities, layered government, corporate, high yield and emerging bonds, commodities, and growth VC.
 Proprietary stock screening of rotational global selection of 250 stocks with rating on a combination of fundamental, market
and graphic indicators with quick target pricing (Gordon Shapiro, PEGY, Graham, Median Analysts Target, Average).
 Stock valuation with proprietary model on DCF, peer/transaction multiples and DDM average.
 ETFs, stock and fixed income funds selection using private banking institution partner managers and Morningstar.
 Private capital stock or debt due diligence: screening on personal network and crowdfunding platforms, analysis of business
plans, financials, pitch deck, customers letters of intent, capitalization tables, founders meetings.
 Venture capital portfolio: Paris-based bricks and clicks brands Mr. Chaussure, shoe care & repair (2016-Present), and Bleu
Comme Gris, kids clothing (2013-Present), Berkeley CA based Ojas, organic luxury skincare (2017-Present).
 Deposited private banking funds calendar track record: 2016 +12.5%, 2015 +18.0%, 2014 +2.3%, 2013 +14.4%, 2012 +16.5%,
2011 -17.5%, 2010 +14.8%, 2009 +8.6%, 2008 -19.9%, 2007 +3.9%, 2006 +24.5%, 2005 +7.8%, 2004 +8.9%.
EDUCATION
Hult International Business School, Cambridge, MA, USA Jan 2006 to Dec 2006
Master of Business Administration (MBA): Exchange at Boston College in IB & VC. Internship: Diligence LLC hedge fund creation.
University of Aix Marseille 3 Paul Cezanne, CETFI Lab., Aix-en-Provence, France Oct 1997 to Oct 1998
Master of Philosophy in Banking & Finance (MPhil / DEA): Thesis: “EVA & the Global Oil Industry”. Director: Mr. S. Ben Larbi.
SKEMA Business School, Sophia-Antipolis, France Oct 1995 to Oct 1997
Master of Science in Management (MS / MIM), admitted in 2
nd
year. Major: Financial Markets. Scholarships 1995-97.
University of Grenoble 2 UPMF, Grenoble, France Sep 1991 to Sep 1995
Double Bachelor of Science in Economics (BS) and Arts in English (BA). Concentrations: Respectively Econometrics & Business.
Certificates: MIT, Big Data and Social Analytics (2016) UC Berkeley Extension, Data Analysis (2017), French Asset Management
Association (AFG), PRAM (2004), Hult, New Product Development (2015), University of Madrid, Escuela de Verano (2000).
ADDITIONAL
Entrepreneurship: Development project of an on demand eShop and box subscription service of imported European gourmet
food & wine at the Founder Institute, Palo Alto (2016), co-founder at Lorena&Loreta, food & lifestyle online shop, Manila (2012-
2014). Teaching: Adjunct Professor of Finance for the Lakeland College MBA, Madison WI (2010-2012). Languages: Native in
French, fluent in English & Spanish. Programming: R, Python, SQL, VBA. IT: MS Office with Excel Pivot Tables, Lookups, Offset,
Macros, Data Analysis ToolPak & Add-Ins, MS Publisher, Project & Visio, MS Dynamics, Bloomberg, Reuters 3000 Xtra, FactSet,
S&P Capital IQ, Thomson One, Datastream, MSCI Barra One, First Call, Worldscope, IBES, Dealogic, Morningstar, Thomson Lipper
IM & MPI Stylus fund analytics workstations, SPSS, STATA, SAP R/3, Tableau, Tibco Spotfire, Sequel Pro, Sublime Text, Wagon,
Anaconda, Jupyter, Funf, Bandicoot, Pandas, Numpy, Scipy, Scikit-Learn, Matplotlib, NetworkX, Nice IEX, Five 9, Salesforce, JIRA,
SharePoint, Connecture, Siebel CRM. Volunteering: board member of IHSD. Other: French CPA Level 2 (DSCG), co-writer of a
book on startup creation (Dunod) and an article on Euronext (IEM). Hobbies: Tennis, ski, cooking, modern & contemporary art.