Yossi Gerson is a seasoned Operations Executive and Financial Strategist Specializing in Financial Planning & Analysis (FP&A). Gerson currently maintains the role of Director of Operations at TAD Investment Group. 
Operations Executive
Yossi Gerson is an Operations Executive and Financial Strategist. Gerson is an experienced finance professional who has maintained numerous roles as an operations leader. His approach to leadership is marked by operational efficiency. A transformational operations visionary leader, Gerson drives operational excellence by implementing innovative, scalable growth models. His results-driven approaches are backed by a proven track record, demonstrating great success in acquisitions and revenue optimization.
Yossi Gerson currently stands as Director of Operations at TAD Investment Group. Gerson previously worked as a Director of Special Operations at Premier. He is also the Founder of SNFdash, a BI (Business Intelligence tools) app that improved areas of staff development and efficiency. Gerson translated his acquired expertise into a subsequent operations leadership role at Milrose Capital. At Milrose Capital, Gerson solidified his command in the areas of Financial Strategy, Financial Analysis and Portfolio Management.
Founder of SNFdash
In 2017, Finance Professional and Visionary Leader Yossi Gerson developed and launched SNFdash. A Business Intelligence (BI) tool, SNFdash drove streamlined information through automated data analysis. Gerson led development of the application. Fully hands-on in all aspects of the venture, the Founder directed full-cycle development and project management; including but not limited to data analysis, UI design, software development and engineering, strategic planning and business strategy development and implementation.
Yossi Gerson Operations Consulting for Finance Professionals
