Robert Hasler
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Robert Hasler Email & Phone Number

Executive Vice President of Business Devlopment, Capital Markets and Banking Advisory at CalTier
Location: United States 9 work roles 2 schools
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Role
Executive Vice President of Business Devlopment, Capital Markets and Banking Advisory
Location
United States
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Robert Hasler is listed as Executive Vice President of Business Devlopment, Capital Markets and Banking Advisory at CalTier, a with 15 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Robert Hasler.

Robert Hasler previously worked as Executive Vice President of Business Devlopment, Capital Markets & Banking Advisory at Caltier and SVP/Director of Channel Sales & Strategic Partnerships-Financial Services at Plan A Technologies. Robert Hasler holds Graduate, Finance And Financial Management Services, Graduate from Smu Cox School Of Business.

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CalTier

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About Robert Hasler

With 18 years of executive-level experience in business development and sales across fintech banking, capital markets, wealth management,and multifamily real estate (Targeting1031 Exchanges, Syndication, & REIT's). I have consistently driven growth and innovation through strategic partnerships and capital raising initiatives. My career is defined by a proven track record in building high-impact relationships, negotiating complex deals, and delivering measurable results.In fintech, banking and capital markets, I have led teams and strategies that resulted in significant revenue growth and market expansion with back and front-end applications to wealth management firms, RIA’s, and fund managers. My expertise includes developing and executing strategies that align with emerging trends, leveraging technology and white-label solutions to enhance financial services offerings, and securing multi-million-dollar partnerships with key industry players.In the multifamily real estate sector, I have successfully raised capital and executed hundreds of millions in 1031 Exchange deals for major projects, demonstrating my ability to identify and capitalize on investment opportunities. My strategic vision and deep understanding of market dynamics have enabled me to drive successful capital raising campaigns and foster robust investor relationships.Throughout my career, I have been dedicated to forging strategic partnerships that drive business success and create value. My extensive network spans financial institutions, technology providers, and real estate investors, allowing me to navigate complex landscapes and deliver impactful results.Passionate about innovation and committed to staying at the forefront of industry developments, I am eager to leverage my experience and skills to contribute to forward-thinking organizations and initiatives. Let’s connect to explore how my background in business development and strategic partnerships can drive growth and success for your organization.

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CalTier
Caltier
Executive Vice President of Business Devlopment, Capital Markets and Banking Advisory
United States
Website
Employees
15
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9 roles

Robert Hasler work experience

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Executive Vice President Of Business Devlopment, Capital Markets And Banking Advisory

United States

Executive Vice President Of Business Devlopment, Capital Markets & Banking Advisory

Current

Usa

As a Co-Founder and advisory board member, my expertise lies in FinTech and banking, with a focus on Capital Markets, Business Development, and Investor Relations. Our platform facilitates Crowdfunding and Multi-Family Real Estate Investment within the Financial Services-Fintech sector. CalTier offers a varied portfolio that encompasses Equity and Debt Funds, Individual Real Estate Deals, REITs, and a broad range of Investment Real Estate Products & Services. I establish partnerships with wealth management firms, investment firms, RIAs, and other estate planning entities.

Jan 2019 - Present

Svp/Director Of Channel Sales & Strategic Partnerships-Financial Services

Current

Global Remote

As a contract referral partner, I specialize in sales, business development, and strategic partnerships for a dynamic global technology outsourcing and engineering firm. My primary focus is on financial industry verticals such as Wealth Management, Financial Services, Banking, Fintech, RIA's and Advisory firms assisting in BPO and other CX enhancements. Our expertise also extends to Threat Security, Information Security, Cryptocurrency, Blockchain, and Web3.

Jan 2024 - Present

Managing Director Of Global Strategic Partnerships-Financial Services

Usa & Global Markets

As the Head of Sales and Business Development for a global payments platform & provider for Fintech companies, Money Movement/Crypto/Digital Currency. Primary focus on SaaS/PaaS consultative payment sales targeting Channel Partners, Strategic Partnerships, and Alliances. This included Banks, Credit Unions, RIAs, Wealth Management firms, Information Security, Web3, Crypto, and Blockchain portfolio management and services.*Managed a portfolio with $100MM in Annual Recurring Revenue (ARR)

May 2022 - Apr 2024

Executive Vice President Of Sales & Business Development-Technology & Specialty Banking

Usa

Head of the Commercial Division and Team for Fintech based Digital Bank. Implemented and collaborated all strategy, compliance, marketing, and treasury divisions of the bank to become the premier commercial banking partner of Fintech and fiduciary and specialty banking clients (white label and back-office solutions for RIA's/PE Firms/ & Independent Wealth Managment Firms)Created and implemented the original Specialty Banking Division of the emerging digital bank. with focus on information and transaction security.*1031 Exchange Banking and Custody Services*BPO Solutions *Digital & Cryptocurrency Management*Cutting Edge Digital Treasury Managment Services*PaaS via Digital Escrow Services*Fiduciary Banking Division: Focus: Escrow, Title, CPA, Legal, RIA, PE, Wealth Managment*Fintech Division: Back Office Banking, Crowdfunding, PaaS, Payments, SaaS Connect, Money Movement, White Label Banking Partner Solutions.*Expanded footprint and name brand recognition to become a top tier, national brand name in the industries served.*Creation and Architecture of Multiple Specialized Digital Banking & Fintech Applications*Cultivated nurtured book of clients for the bank with AUM of over $1BB.*Assisted in seed capital raise of $85MM*Assisted creating and leading team of top talent for all divisions of the bank

Jul 2018 - Jun 2022

Senior Vice President & Director Of Business Development-Technology & Specialty Banking

Usa

Created and implemented the original Specialty Banking Division of the emerging digital bank.*1031 Exchange Banking and Custody Services*PaaS via Digital Escrow Services*Fiduciary Banking Division: Focus: Escrow, Title, CPA, Legal, PE, RIA, Wealth Management,*Fintech Division: Back Office Banking, Crowdfunding, PaaS, Payments, SaaS Connect, Money Movement, White Label Banking Partner Solutions.Head of Business Development for the Specialty & Commercial Banking Division included all aspects of the division's success that led to becoming the top Specialty Banking Deposit Division in the U.S.Achievements:*Over $1.2BB in AUM*Expanded footprint and name brand recognition to become a top tier, national brand name in the industries served.*Creation and Architecture of Multiple Specialized Digital Banking & Fintech Applications*Creation and implementation of money movement and information security protocol.

Aug 2013 - Jul 2018

Senior Vice President Of Business Development

Usa

Helped create and implement the Specialty Banking Division for Fintech based Digital Bank. Focus on Fiduciary & Specialty Banking: 1031 Custodial Banking, PaaS Banking, Fintech, White-Label & Back Office Banking, Payments/Money Movement, Digital Escrow, Legal and other Professional Services Industires.*600% Growth in first year*Expanded name brand recognition and footprint to the Western U.S. Markets*Oversaw $1BB AUM after Year two.

Sep 2008 - Sep 2013

Regional Vice President Business Development

San Jose, California, United States

JTC acquired NES Financial where I was employed. Led all Sales, Marketing, Account Managment, and Deal Execution for Western U.S. Territory. Business Development for Technology based Fintech 1031 Exchange, EB-5, and Fund Administration platform.

May 2006 - Sep 2008

Regional Vice Of President Business Development

Remote

Sales And Business Development for 1031 Exchange Firm Western U.S. Territory:

Jan 2003 - Sep 2005
2 education records

Robert Hasler education

FAQ

Frequently asked questions about Robert Hasler

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What company does Robert Hasler work for?

Robert Hasler works for CalTier.

What is Robert Hasler's role at CalTier?

Robert Hasler is listed as Executive Vice President of Business Devlopment, Capital Markets and Banking Advisory at CalTier.

Where is Robert Hasler based?

Robert Hasler is based in United States while working with CalTier.

What companies has Robert Hasler worked for?

Robert Hasler has worked for Caltier, Plan A Technologies, Paynuity, Nano Banc, and Axos Bank.

How can I contact Robert Hasler?

You can use AeroLeads to view verified contact signals for Robert Hasler at CalTier, including work email, phone, and LinkedIn data when available.

What schools did Robert Hasler attend?

Robert Hasler holds Graduate, Finance And Financial Management Services, Graduate from Smu Cox School Of Business.

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