Yossi Gerson is the Director of Operations at TAD Investment Group. An experienced Financial Strategist, Gerson maintains a wealth of knowledge in Financial Planning & Analysis (FP&A).
Operations Executive
Yossi Gerson is a Financial Strategist and Operations Executive who currently stands as Director of Operations at TAD Investment Group. Seasoned by extensive experience in financial strategy and transformational leadership, Gerson is driving operational excellence as a member of the Operations Leadership team at TAD.
TAD Investment Group
Yossi Gerson is an accomplished Financial Strategist and Operations Expert. An experienced Operations Executive, he has held numerous leadership roles in Finance. At present, Gerson stands as Director of Operations at TAD Investment Group. In this role, the Operations Leader draws on extensive business acumen in financial planning, data analysis and operations leadership.
Milrose Capital
Prior to joining the executive team at TAD Investment Group, Yossi Gerson represented Milrose Capital. In his role at Milrose Capital, he worked as a Financial Analyst and Portfolio Management Professional. At this level, Gerson was an instrumental component of the successful diversification of Milrose Capital’s portfolio. Focused on strategic growth, the Financial Analyst and Portfolio Management Professional conducted risk/reward assessments for one billion dollar acquisitions and directed the optimization of $1.5B+ in asset management. Gerson’s contributions to the success of Milrose Capital’s diverse portfolio are marked by the Operations Expert’s adeptness in developing and deploying strategic growth and scalable growth models.
Founder of SNFdash
In 2017, Founder Yossi Gerson established SNFdash, an automated data analysis platform that developed Business Intelligence tools. Leading the results-driven innovation at SNFdash, Founder Gerson rolled up his sleeves to implement critical strategies of the venture. At the helm of SNFdash, the Operations Executive developed his project management, business strategy and strategic planning skills tremendously.
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