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Nikolas Win

Head of Financial & Strategic Planning

Nikolas Win is a finance and management strategy professional currently serving as the Head of Financial & Strategic Planning at ThoughtfulGPT since 2024. Nikolas previously held various roles in finance, including Junior Accountant and Accounting Intern at DrChrono, where they processed invoices and supported audits. With experience as an Associate Broker at Singlepoint Insurance Services Inc. and a Junior Analyst at the Financial Navigator Student-Managed Investment Fund, Nikolas has developed a strong foundation in financial modeling and strategic planning. Nikolas is pursuing an MBA at UCLA Anderson, expected to graduate in 2025, after earning a Bachelor of Science in Business Administration, Finance from San Jose State University in 2021.

Location

United States

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