Zain Hasan, Csfs Email & Phone Number

Florida, United States

Ellendale, Delaware, US

As RTA embarks upon our next phase of growth, my focus will be on client and organizational development, setting the standard as a player/coach, recruiting world class sales consultants as well as our Mergers and Acquisitions strategy & deal origination.

Ellendale, Delaware, US

• At RTA Group, we revolutionize how companies approach employee benefits, insurance, and HR.What We Do:We deliver people-first, cost-saving solutions that improve coverage and drive measurable results.
• Proven Impact: We cut healthcare costs for rapidly growing companies (which may hired a new CEO, raised growth capital or is simply elevating to the next phase of scaling) while enhancing employee.
• Redefining the Game: Traditional models trap employers in costly cycles. Our process aligns your goals with real outcomes, delivering optimized programs and risk-free results.
• Built for Growth: As a private equity-backed platform, we’ve united industry leaders under one vision: to transform benefits, financial services, and HR into strategic growth drivers.Why It Matters:We don’t just save.

Currently an LP in the Align Ventures fund specifically investing in a transformational company called Terzo Technologies and Figure AI.

Los Angeles, California, US

Investor in Terzo Technologies transformational AI technology platform and team. Terzo has a great leader with a tremendous vision for the company and the team has demonstrated flawless execution.

Tangent, OR, US

Invested in the Series A

New York, NY, US

Invested in CoreWeave through purchasing the stock of a former employee.

Houston, Texas, US

An LP in Ventioneers with investments in several of their deal specific SPV's.

San Francisco, California, US

Invested at its $9B market cap.

San Francisco, CA, US

Invested in Magic’s AI empowered Executive Assistant and Virtual Assistant platform. Where only the top 1% are hired, then they use proprietary AI to multiply their productivity. Rate as low as $15/hour with the capability to conduct market research like a $200K consultant.

Mountain View, California, US

Purchased shares on the secondary market.

Mountain View, California, US

Invested just before the raise that set the valuation at $4.4B.

Orange County, CA, US

Invested in Anduril.

San Jose, California, US

Invested in Lambda’s series C and also acquired shares on the secondary market

Palo Alto, CA, US

Invested in SambaNova Systems via the Secondary Market.

Los Angeles, US

I’m an LP in the VC Syndicate Calm Ventures

New York, NY, US

I’m an LP in several Riverside Ventures investments

Mountain View, CA, US

Invested in Seed Stage

Invested in xAI, Elon Musks AI business

Stockholm, SE

Invested in Klarna via Secondaries

US

Invested in Hugging Face

Invested in Series D. of Anthropic fundraising round.

Sunnyvale, California, US

Invested in Cerebras Systems.

Santa Clara, California, US

Invested in Netskope acquiring shares on secondary market

San Francisco, CA, US

Invested in Chime through the secondaries market

Hawthorne, California, US

Invested in SpaceX

Founded WayRoll HR as a partner firm for benefit brokers, P & C brokers and the trusted advisers to people-first organizations that are committed to building an award winning culture. We combine amazing people with deep expertise with the most comprehensive (broad and deep) yet modular platform available for SMB and midmarket organizations to attract.

Founded to partner with benefit brokers, P&C brokers, CPA Firms, and EOS/Scaling Up Coaches as well as the VC/PE Community, WayRoll was a Founding Firm that was merged into the holding company, Risk Transfer Advisory (RTA) Group and subsequently merged 5 other organizations to form a platform and raise growth capital through a recapitalization. Upon.

Sunnyvale, CA, US

Invested in Figure through Align Ventures SPV

Palo Alto, California, US

Presently an Angel Investor in Rubrik

San Francisco, CA, US

Presently an investor in Discord.

Invested in 4 separate capital raises Audiience, the AI platform with wholly owned subsidiaries ButterMove, SplitMyMove, MoveKarma, MyTrustedMover, Eclipse.ai & Butterway

San Francisco, California, US

Invested through the secondary market with a lot of preferred and a lot of common stock at a great price point.

NHR was founded to solve many employer challenges with the Human Capital Management software industry. NHR was built to reduce the cost of switching payroll/HRIS systems by providing managed implementation, managed payroll and managed benefits services to companies using ADP or Paylocity. NHR would simplify the evaluation, procurement, implementation.

Boston, MA, US

Boston, MA, US

Following the Acquisition of NICG by Risk Strategies Company, our team integrated into the Risk Strategies ecosystem. I rapidly learned a lot about how mergers and acquisitions can be accretive, and alternatively, ways that inordinate amounts of capital can be lost. Risk Strategies has successfully gone on to become a top 20 brokerage in the country. I.

New York, NY, US

Designated to work with insurance brokers and employer groups (primarily C-Suite and HR) to consult on group benefits for employers with 25-5,000 eligible employees.Mastered the craft of underwriting all products and the in depth analysis of insurance contract comparisons and every facet of how claims were handled on the following suite of products: Group.

Bloomfield, CT, US

• Responsible for overall new business production, implementation, revenue, profitability and retention through building and executing a consultative sales strategy with the goal of increasing brand awareness, pipeline.
• Field underwrote prospects and collaborated with underwriting to define the strategy and risk that positioned Cigna to win at a profitable price point. Set aside key time to follow up with each underwriter and their.
• Regularly conducted product presentations in settings ranging from product/market education lunch-in campaigns for entire brokerages to finalist settings with prospective client C-Suite officers
• Hand-picked by the Regional VP to train fellow New Business Managers with 10+ years of experience to teach them how to be more efficient, how to properly communicate with underwriting and improve their ability to.

Certificate In Organizational Leadership, Organizational Leadership

Bachelor’S Degree, Biological And Biomedical Sciences