About Me
I specialize in taking products from ideation to market, focusing on project management, user experience design, and identifying real market needs that can be optimized for sustainable growth.
As Founder & CEO of Nicest.ai, I've led the end-to-end product development process, rom initial market research and user interviews to product design, development, and scaling to $250K+ direct ($500K+ ancillary) in revenue with 16+ enterprise clients.
My approach centers on understanding real customer problems through direct engagement, then building solutions that create natural growth loops. With a background in finance (advised on $1.5B+ in M&A transactions), I bring both analytical rigor and user-centered design thinking to every project.
Core strengths:
End-to-end product lifecycle management, from market research and user interviews to launch and growth optimization.
User-centered design, wireframing, prototyping, and iterative testing to create intuitive products that solve real problems.
Designing growth loops, optimizing user onboarding, and building products that naturally drive adoption and retention.
Hiring, managing distributed teams, and driving velocity without burning resources.
I move fast, work hands-on with users, and deliver tools that eliminate wasted motion through automating and analysis.
Case Studies
Click to learn more
Nicest.ai
AI-powered sales intelligence platform that automates lead research and qualification. Reduced research time by 70%+ and improved response rates.
Client Management Portal
Comprehensive portal to manage all active clients in their managed service stage, streamlining operations and improving service delivery.
Property Management Portal
Built for Kempner Properties and their Private Equity partners to manage documentation and reporting for managed properties.
Greenroom
Payroll software for theatrical performance companies to manage union payroll for theater productions, TV shows, and movies.
Media Mentions Enrichment
Multi-layered contact discovery system for TVEyes that finds company contacts based on media mentions and generates personalized outreach emails using AI and web scraping.
Exa.ai Applets
Front-end demonstration built with Exa.ai ($85M funded by Nvidia) featuring interactive applets for business intelligence, market research, and competitive analysis with modern UI.
Key Project: Nicest.ai
AI-Powered Sales Intelligence Platform
What it does:
- Automates lead research and qualification using AI
- Generates structured account briefs with firmographics and intent signals
- Creates personalized outreach sequences and content
- Provides real-time pipeline insights and lead scoring
- Cold email deliverability infrastructure with DNS optimization (SPF, DKIM, DMARC)
- Automated mailbox warmup and reputation management
- Real-time deliverability monitoring and health dashboards
Technologies used: React, PostgreSQL, AI, Azure, TypeScript, Real-time APIs, Node.js, Email APIs
Impact: Reduced research time 70%+, achieved >95% delivery rates, improved response rates through personalized AI-generated content, serving 16+ enterprise clients
Past and Current Clients
Advisors & Investors
Lauren Beck
Co-Founder
Goldman Sachs
Dan Tranter
Co-Founder
Salesforce
Mike Stanley
Investor & Advisor
Kustomer
Jon Farb
Investor & Advisor
Amazon
Trevor Wexner
Investor & Advisor
Meta
Professional Background
Nicest.ai – New York, NY
2023 – Present
Founder & CEO
- Revenue & Clients: Generated $225K+ directly, ~$500K including advisory engagements, with 15+ enterprise and 15+ SMB clients. Closed contracts up to $15K/month and averaged $3.5K/month per deal.
- Sales Execution: Personally pitched 250+ businesses, ran 50,000 outbound inboxes/campaigns, and maintained 97% delivery rates across infrastructure. Achieved 70%+ reduction in manual research hours for client teams.
- Fundraising & Finance: Raised $180K SAFE capital after pitching 25+ investors (15% conversion rate). Built banker-level 3-statement financial models, negotiated 50% vendor cost reductions, and extended runway 6+ months via cost-cutting.
- Product & Engineering: Shipped 4 major platform versions (no-code → low-code → cloud architecture → AI-first). Led hundreds of features, 15+ integrations, and processed 5–10M records (batch sizes up to 2M). Designed 100+ AI workflows and delivered 10 production dashboards.
- Leadership & Ops: Hired and managed 16 team members and 5 advisors across 2 countries; led teams of up to 10 simultaneously. Ran 3+ cross-functional meetings weekly, conducted 100+ customer discovery interviews, and produced hundreds of client-facing materials.
- Compliance & Partnerships: Independently secured CASA 2 Tier II certification and completed a SECOps audit to support enterprise trust. Negotiated directly with CEOs of data vendors to cut costs and establish partnerships.
FTI Capital Advisors – Investment Bank, New York, NY
2022
M&A and Advisory Analyst
- Advisory concentration on lower and middle-market M&A and private capital raising transactions across 6 sectors: TMT, Healthcare, Industrials, Fintech, IP, and Consumer Services
- Achieved premium valuations through proper asset positioning while maintaining competitive tension throughout transaction processes
- Supported strategic transaction and private placement advisory team by curating hundreds of deliverables, conducting market research, managing due diligence, rendering proper asset valuations, and providing strategic guidance
TripleTree, LLC – Investment Bank, New York, NY
2021
M&A and Advisory Analyst
- Focused on supporting the firm's M&A and strategic advisory engagements across all healthcare segments, including HCIT, payer and provider outsourcing, and healthcare services
- $1.5B+ in transactions advised, engagement in 15+ buy and sell-side mandates
- Built robust financial models for formal valuations to pitch investment banking services for account acquisition
- Developed broad knowledge of financial instruments and complex investment scenarios through experience in private equity M&A and transaction advisory with both financial sponsors and strategic acquirers
- Developed all marketing materials for all transaction rounds from Teaser and CIM to due diligence requests and QofE reporting
Albaron Partners, LP – Private Equity Partnership, New York, NY
2020
Investment and Business Development Analyst
- Identified lower middle market healthcare industry-specific growth equity and bolt-on investment opportunities
- Completed data-driven market research and financial analysis in the discovery of a $125MM industry revenue deficit opportunity
- Aligned the economics of portfolio companies through the development of cash flows with incentive-based and HIPAA-compliant commission structures resulting in ancillary revenue generation upwards of $300K
- Assisted with revenue optimization through building ad campaigns and optimizing marketing efficiency to increase portfolio company monthly revenue by 10%
- Constructed financial models to present to prospective institutional LPs and conducted due diligence, QofE, and DCF analysis to maximize carry and accelerate multiple expansion on 6 deals through LOI
Education
Binghamton University | Vestal, NY
Class of 2021
- Bachelor of Arts, B.A. Physics – Concentration: Quantum Electrodynamics
- Bachelor of Arts, B.A. Philosophy – Concentration: Modality and Mathematical Logic
- Teaching Assistant and Lab Instructor | Watson School of Engineering and Applied Science
- Dean's List 2020, 2021
Technical Expertise
- React, Next.js, React Native
- Node.js, Express.js
- TailwindCSS, GSAP, Redux, Recharts
- Jest (testing), GitHub Actions (CI/CD)
- Docker, Terraform
- Supabase (64 production tables, RLS)
- Postgres, MySQL, Redis (caching)
- pgmq queues
- Data pipelines & integrations: 100+ built
- Lead enrichment, scraping, structured briefs
- OpenAI GPT models (3.5, 4, 4o) with function-calling and/or structured output
- Claude, Perplexity, Hugging Face, Amazon Bedrock
- DeepSeek, Qwen Coder (fine-tuned/self-hosted models)
- Embeddings: OpenAI, Microsoft, Pinecone, NumPy
- Retrieval-Augmented Generation (RAG) pipelines
- Fine-tuned models on proprietary data
- Web scraping: BeautifulSoup, Playwright, Puppeteer
- Automation: Zapier, Slack integrations, webhooks
- APIs: LinkedIn, Clearbit, Apollo, Salesforce, HubSpot
- Analytics: Mixpanel, Segment, custom event logging
- Project Management: JIRA, Linear, Asana
- Agile & Scrum: Sprint planning, backlog grooming, retrospectives
- User Research: Hotjar, FullStory
- Documentation: Confluence, Notion, GitBook
- Design Collaboration: Figma, Miro, FigJam
- Analytics: Google Analytics, Amplitude, Umami.is
- AWS (Lambda, S3, EC2, SES, SQS, CloudWatch)
- GCP, Azure, Vercel, Amplify, Netlify
- Infrastructure-as-Code: Terraform
- Monitoring: Sentry, Grafana
- Scheduling: pg_cron, Celery
- DNS & Security: SPF/DKIM/DMARC, Route53, Cloudflare
- Responsive UI with React + TailwindCSS
- Real-time apps: Supabase Realtime, WebSockets
- Performance optimization: SSR, caching, lazy loading
- Animation libraries: GSAP, Framer Motion
- Adobe Creative Cloud (design & media)
- Microsoft Suite (Excel modeling, PowerPoint, Teams)
- GitHub, NPM/NPX
- Google Cloud CASA Tier II certification
- Independent SECOps audit