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 benefits—transparently and predictably. • 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 costs; we unlock opportunities for your business to attract and retain top talent while ensuring your employees thrive.If you’re ready to reimagine your approach, let’s connect. Together, we’ll align your benefits and HR strategy with your vision for success.

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, employ, enable & empower their people to do the best work of their lives.Led merging WayRoll HR into Risk Transfer Advisory (RTA) Group and raised growth capital through a recapitalization.Following the merger of 6 businesses (4 Founder-run employee benefits consulting firms) and a service provider to the benefit advisory industry with WayRoll HR, RTA officially became a private equity-backed platform executing on a consolidation thesis and I was asked to lead the organization as the Chief Executive Officer.

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 recapitalization, my role became the CEO of the now Private Equity backed RTA Group.

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, optimization and management of the HR Technology offerings in the market.Led the seed round for NHR, raising capital from accredited investors. which grew to just under $90K in monthly recurring revenue. NHR offers a cost effective solution to enable your business to navigate today's challenges, plan for tomorrow's opportunity and free up your HR team to focus on high ROI activities, strategic workforce planning, recruitment, etc.NHR was acquired by VensureHR in 2022 and is presently operating as a Managed Services division within VensureHR.VensureHR is one of the world's fastest growing PEO's with well over 11,000 business clients, processing $18.6 billion in payroll, and supporting more than 526,000 worksite employees globally.

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 learned the value of industry specialization and various complexities required to facilitate a culture where former entrepreneurs need to come together and be shown how to effectively collaborate to achieve a bigger goal than they were pursuing while they were independent.

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 Medical and Self-Funded plans, Stop Loss (Individual and Aggregate), Group Dental, Vision, Life, Disability, Critical Illness, Cancer, Accident, EAP, Section 125, FSA and FMLA Absence Management Solutions.

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 opportunities and close ratio on employee benefit sales for groups within the 25 eligible employee – 250 eligible employee size segment ● 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 results vs. plan year to help the underwriters that were in need of more sales. Developed multiple sales/underwriting partnership ideas including on-site underwriting visits to brokers, joint strategy calls with the broker, underwriter and Cigna Rep to discuss strategy and pain point ● 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 partner internally, as well as given sole responsibility to develop the presentations the Florida team would make as the “Mandatory Format” for all finalist presentations ○ 2010 Cigna Rookie of the Year ○ 2011 #1 Cigna Florida Rep by Medical Accounts Sold (28) ○ 2012 #4 ranking of 112 in total "sales contribution" Nationally by closing $35 Million in new revenue and adding 4,400 members to Cigna○ Qualified for Cigna's 2012 Gold Circle (Highest level of sales recognition) ○ Awarded "#1 Most Outstanding New Business Sales" at 2012 National Conference ○ 2013 Closed $37 Million in revenue in the first 6 months of the fiscal year.

Certificate In Organizational Leadership, Organizational Leadership

Bachelor’S Degree, Biological And Biomedical Sciences