
Yossi Gerson
Operations Executive
Yossi Gerson is an experienced Financial Strategist. Gerson currently stands as Director of Operations at TAD Investment Group. He maintains a wealth of knowledge in Financial Planning & Analysis (FP&A).
Yossi Gerson is an experienced Operations Executive and Financial Strategist. Gerson currently stands as Director of Operations at TAD Investment Group. Driving operational excellence, Gerson applies extensive experience in financial strategy and transformational leadership to his role. An accomplished Financial Strategist and Operations Expert, he has maintained various leadership roles in the Finance industry. At present, he represents the Operations Leadership team at TAD. In this role, the Director of Operations draws on his extensive expertise in data analysis, operations leadership and financial planning. Prior to joining the Operations Leadership team at TAD, Gerson worked as a Financial Analyst and Portfolio Management Professional at Milrose Capital.
Yossi Gerson founded SNFdash in 2017. An automated data analysis platform, SNFdash developed Business Intelligence (BI) tools. Leading results-driven innovation at the startup, Gerson rolled up his sleeves to implement the critical strategies utilized at SNFdash. In his leadership of the startup, Gerson finetuned his expertise in strategic planning, business strategy and project management.