Nikolas Win

Nikolas Win is an accomplished finance professional with a strong background in financial and strategic planning, demonstrated through various roles in reputable companies. Currently serving as the Head of Financial & Strategic Planning at ThoughtfulGPT, Nikolas facilitated a successful pre-seed fundraising round by refining market entry narratives and conducting primary research on C-suite strategies. Experience as an Associate Broker at Singlepoint Insurance Services Inc. includes benchmarking risk solutions and achieving significant cost reductions for clients. Previous positions include General Ledger Staff Accountant at EverCommerce, where Nikolas utilized technical skills for SEC compliance, and Junior Accountant at DrChrono, effectively maintaining low churn rates during challenging times. An academic foundation includes an MBA from UCLA Anderson School of Management and a BS in Business Administration with a focus on Finance from San Jose State University.