Yossi Gerson is an Operations Executive and Financial Strategist who maintains extensive demonstrated expertise in Financial Planning & Analysis (FP&A), Strategic Business Growth, Acquisitions & Operations. Gerson currently stands as Director of Operations at TAD Investment Group and previously held leadership positions at Milrose Capital and SNFdash.
Operations Executive
Yossi Gerson is an operations leader and innovator whose proven track record is both data and results-driven. Across various operational leadership roles, Gerson has developed an adaptable tool kit of scalable growth models and business strategies that drive operational excellence. Gerson’s experiences are marked by financially dexterous capabilities in strategic growth and data-driven transformation. The operations executive translates years of experience at Milrose Capital and SNFdash to his current role as Director of Operations at TAD Investment Group.
Finance Professional
Prior to joining the executive team at TAD Investment Group as Director of Operations, Yossi Gerson led Portfolio Management and Financial Analysis, as well as Process Automation & Optimization at Milrose Capital. Additionally, Gerson is the Founder of SNFdash, a platform that developed Business Intelligence tools. Gerson maintains specialized expertise in revenue optimization, staff development, acquisitions, strategic growth and data analysis.
Organizational Culture Expert
Beyond the scope of his expertise in Finance, Operations Executive Yossi Gerson is a visionary leader and innovator in staff development and organizational culture. Very much results and data driven, the analytical executive is a fierce proponent of emphasizing the importance of workplace culture. In his leadership roles, Gerson has achieved great success in cultural transformation that benefits both team and business.
