Summary
Overview
Work History
Education
Skills
Enterprise Operations Leadership
Websites
Executive Advisory Experience
Financial Markets Experience
Banking Investment Foundation
Community Leadership
Accomplishments
Certification
Timeline
Generic
JOE E. HAUSER

JOE E. HAUSER

Winston-Salem,NC

Summary

Strategic executive operator with 20+ years of experience partnering with CEOs, COOs, and boards across fintech, crypto, AI, banking, and MedTech. Expertise in driving operational transformation, developing enterprise partnerships, and scaling organizations in high-growth environments. Skilled in financial markets, crypto infrastructure, AI platforms, real estate investing, and M&A strategy, providing trusted advisory to founders and senior leadership.

Overview

21
21
years of professional experience
2
2
Certifications

Work History

Strategic Advisor | Fintech, Crypto & M&A

Ybyrá Capital S.A.
10.2025 - Current
  • Facilitated M&A target identification in crypto and blockchain markets to align with strategic growth objectives
  • Assessed fintech platforms, blockchain infrastructure, and crypto ecosystems to inform investment decisions
  • Provided strategic advice on regulatory posture and long-term growth positioning to enhance market competitiveness
  • Developed institutional investment strategies for blockchain and crypto technology
  • Advising executive leadership on U.S. market entry and expansion strategy
  • (Brazilian Fintech)

Strategic Advisor | AI Platform, Go-to-Market & M&A

Multicortex
10.2025 - Current
  • Advised CEO on U.S. go-to-market strategy for AI operating system platform, aligning product offerings with market demand
  • Advising on product-market fit, enterprise positioning, and long-term platform strategy
  • Supporting strategic positioning and commercialization planning
  • Identified priority market sectors for adoption, focusing on healthcare and clinical services to drive strategic initiatives
  • Led sector analysis for deployment of AI assistant solutions for physicians, enhancing capabilities in clinical listening, diagnostic decision support, automated prescription workflows, and clinical documentation
  • Supporting strategic alignment during acquisition negotiations with Spectral Capital
  • (AI Operating System Platform)

Advisor to CEO & Board | Acting Chief of Staff

BMI OrganBank
Winston-Salem, North Carolina
04.2025 - Current
  • Trusted advisor to CEO and Board supporting executive decision-making, strategy, and organizational planning
  • Operated in Chief of Staff capacity, facilitating capital allocation for FDA-required testing and regulatory milestones
  • Supported regulatory positioning and operational prioritization to align with growth strategy
  • Supported executive operations, strategic planning, and board communications
  • Led marketing and messaging initiatives during critical organizational transition, enhancing stakeholder engagement
  • Role positioned for formal Chief of Staff appointment upon funding availability

Senior Account Manager

adaQuest, Inc.
Bellevue, WA
02.2017 - Current
  • Established strategic partnership with Amazon, engaging at VP level to enhance collaborative opportunities
  • Developed and managed enterprise partnerships, driving growth within key markets
  • Led enterprise operations and delivery initiatives, ensuring alignment with organizational goals
  • Led global recruiting teams across North America, India, and LATAM
  • Functioned as primary liaison to CEO, promoting communication on organizational priorities

Active Investor & Trader

Global Markets
01.2012 - Current
  • 10+ years active trading and investing in public equities and cryptocurrency markets
  • Advised institutional capital on crypto, blockchain, and AI investment strategies to optimize portfolio performance
  • Developed strategies for navigating crypto market trends and analyzing blockchain infrastructure to enhance portfolio construction
  • Managed risk through volatility modeling and macro trend analysis to inform capital deployment decisions

Founder / Operator | Real Estate Investments

Multiple Ventures
, WA & NC
05.2005 - Current
  • Founded, scaled, and operated multiple residential and commercial real estate businesses
  • Led acquisitions, underwriting, financing, compliance, renovations, leasing to enhance asset value and maximize returns
  • Managed capital allocation and portfolio strategy to optimize long-term asset performance
  • Built scalable operational systems and recurring revenue models to support business growth

Global Business Development Manager

DISYS
Seattle, WA
11.2015 - 02.2017
  • Led global enterprise business development initiatives that expanded market presence
  • Led revenue expansion strategies across global markets
  • Developed strategic alliances with Fortune 100 organizations to drive collaborative growth
  • Built international partnerships that enhanced enterprise modernization efforts
  • Partnered with executive leadership on growth planning
  • Supported enterprise go-to-market execution

Business Development Manager

Comforce
, Pacific Northwest
01.2015 - 11.2015
  • Secured high-volume enterprise accounts, driving significant revenue growth
  • Led enterprise account expansion initiatives, increasing market share
  • Created targeted client portfolios to improve engagement
  • Led regional sales growth strategy
  • Managed sales teams and recruiting operations, enhancing team effectiveness

Chief of Strategy & Co-Founder

TechOne Solutions
Burien, WA
12.2012 - 12.2014
  • Co-founded technology integration and managed services company
  • Directed corporate strategy, enterprise positioning, and growth architecture to align with market opportunities
  • Directed long-term business planning, market expansion, and platform strategy
  • Established three recurring-revenue business channels to drive sustainable income
  • Designed go-to-market strategy and revenue architecture
  • Negotiated and secured enterprise partnerships and channel alliances to expand market reach
  • Led enterprise sales operations and strategic partnerships
  • Built multi-year growth roadmap

Enterprise Account Manager

e-Cycle
Seattle, WA
04.2012 - 12.2012
  • Managed Boeing, largest enterprise account, driving significant revenue growth
  • Closed strategic enterprise contracts, enhancing long-term partnership value
  • Led enterprise expansion strategy
  • Developed executive-level client relationships, fostering collaboration and trust
  • Built long-term enterprise revenue relationships

Small Business Advisor / Solution Account Manager

AT&T Wireless
Seattle, WA
01.2006 - 04.2012
  • National top-performing sales leader
  • Presidents Club and VP Club recipient
  • Engaged with C-level executives to present tailored solutions
  • Created revenue pipeline strategies to identify and prioritize high-value opportunities
  • Developed and executed regional sales growth strategy, driving increased market share
  • Enterprise solution sales
  • Coached and managed sales teams to enhance skills and achieve performance targets
  • Built and led enterprise sales teams

Education

Some College (No Degree) - Psychology

Bellevue College
Bellevue, WA

Skills

  • Chief of Staff
  • Operations
  • COO Enablement
  • Executive Strategy
  • Board Advisory
  • Strategic Planning
  • Cross-Functional Leadership
  • Operational Execution
  • Enterprise Partnerships
  • M&A Strategy
  • Fintech
  • Crypto
  • AI
  • Infrastructure
  • Capital Allocation
  • Risk Management
  • Regulatory Strategy
  • Market Expansion
  • Financial Analysis
  • Investment Strategy
  • Real Estate Investing
  • Banking & Credit
  • Organizational Transformation
  • Go-to-Market Strategy
  • Global Operations
  • Stakeholder Management
  • Executive Communications
  • Institutional Strategy

Enterprise Operations Leadership

  • Senior Account Manager, adaQuest, Inc., Bellevue, WA, 01/01/17, Present, Direct report to CEO, Strategic enterprise partnerships and growth, Built strategic Amazon partnership (VP-level engagement), Led global recruiting teams across North America, India, and LATAM, Enterprise operations and delivery leadership
  • Global Business Development Manager, DISYS (Digital Intelligence Systems), Seattle, WA, 01/01/15, 01/01/17
  • Business Development Manager, Comforce, Pacific Northwest, 01/01/15, 01/01/15
  • Chief of Strategy & Co-Founder, TechOne Solutions, Burien, WA, 01/01/12, 01/01/15, Co-founded technology integration and managed services company, Led corporate strategy, enterprise positioning, and growth architecture, Built three recurring-revenue business channels, Designed go-to-market strategy and revenue architecture, Closed enterprise partnerships and channel alliances, Built multi-year growth roadmap, Led enterprise sales operations and strategic partnerships, Directed long-term business planning, market expansion, and platform strategy
  • Enterprise Account Manager, e-Cycle, Seattle, WA, 01/01/12, 01/01/12
  • Small Business Advisor / Solution Account Manager, AT&T Wireless, Seattle, WA, 01/01/06, 01/01/12

Executive Advisory Experience

  • Advisor to CEO & Board | Acting Chief of Staff (Pro Bono), BMI OrganBank, Remote, 01/01/24, Present, Trusted advisor to CEO and Board supporting executive decision-making, strategy, and organizational planning, Operated in Chief of Staff-level capacity while capital was allocated to FDA-required testing and regulatory milestones, Supported executive operations, strategic planning, and board communications, Led marketing and messaging initiatives during critical organizational transition period, Supported regulatory positioning, operational prioritization, and growth strategy, Role positioned for formal Chief of StaƯ appointment upon funding availability
  • Strategic Advisor | Fintech, Crypto & M&A, Ybyrá Capital S.A. (Brazilian Fintech), Remote, 01/01/25, Present, Advising executive leadership on U.S. market entry and expansion strategy, Supporting M&A target identification in crypto and blockchain markets, Evaluating fintech platforms, blockchain infrastructure, and crypto ecosystems, Advising on regulatory posture, strategic fit, and long-term growth positioning, Supporting institutional investment strategy in blockchain and crypto technology
  • Strategic Advisor | AI Platform, Go-to-Market & M&A, Multicortex (AI Operating System Platform), Remote, 01/01/25, Present, Advising CEO on U.S. go-to-market strategy for AI operating system platform, Supporting strategic positioning and commercialization planning, Identifying priority market sectors for adoption, including healthcare and clinical services, Leading sector analysis for deployment of AI assistant solutions for physicians, including: AI-enabled clinical listening during patient visits, Diagnostic decision-support systems, Automated prescription workflow support, Clinical documentation and workflow automation, Supporting strategic alignment during acquisition negotiations with Spectral Capital, Advising on product-market fit, enterprise positioning, and long-term platform strategy
  • Founder / Operator | Real Estate Investments, Multiple Ventures, WA & NC, 01/01/10, Present, Founded, scaled, and operated multiple residential and commercial real estate businesses, Led acquisitions, underwriting, financing, compliance, renovations, leasing, and asset optimization, Managed capital allocation, portfolio strategy, and long-term asset performance, Built scalable operational systems and recurring revenue models

Financial Markets Experience

Active Investor & Trader, Global Markets, 01/01/12, Present, 10+ years active trading and investing in public equities and cryptocurrency markets, Crypto market strategy, blockchain infrastructure analysis, portfolio construction, Risk management, volatility modeling, macro trend analysis, capital deployment, Trusted advisor to institutional capital on crypto, blockchain, and AI investment strategy

Banking Investment Foundation

  • Personal Banker, U.S. Bank, Mill Creek, WA
  • Loan Officer, WLN Financial, Kent, WA
  • Investment Intern, The Main Stream Fund, Seattle, WA

Community Leadership

  • Board of Advisors - BMI OrganBank
  • Founder & Former Board Member - TechOne Solutions
  • Volunteer - Make-A-Wish Foundation, Habitat for Humanity
  • Youth Basketball Coach & Mentor

Accomplishments

AT&T #13 Business Development Manager in the Country 2010

Certification

Axiom Sales Kinetics Certification

Timeline

Strategic Advisor | Fintech, Crypto & M&A

Ybyrá Capital S.A.
10.2025 - Current

Strategic Advisor | AI Platform, Go-to-Market & M&A

Multicortex
10.2025 - Current

Advisor to CEO & Board | Acting Chief of Staff

BMI OrganBank
04.2025 - Current

Senior Account Manager

adaQuest, Inc.
02.2017 - Current

Global Business Development Manager

DISYS
11.2015 - 02.2017

Business Development Manager

Comforce
01.2015 - 11.2015

Chief of Strategy & Co-Founder

TechOne Solutions
12.2012 - 12.2014

Enterprise Account Manager

e-Cycle
04.2012 - 12.2012

Active Investor & Trader

Global Markets
01.2012 - Current

Small Business Advisor / Solution Account Manager

AT&T Wireless
01.2006 - 04.2012

Founder / Operator | Real Estate Investments

Multiple Ventures
05.2005 - Current

Some College (No Degree) - Psychology

Bellevue College
JOE E. HAUSER