Yossi Gerson

Who is Yossi Gerson?

Yossi Gerson is an accomplished Operations Executive & Financial Strategist backed by extensive experience and expertise in operations management, financial strategy and innovative data analysis. 

Where Does Yossi Gerson Work?

As of 2025, Gerson is the Director of Operations at TAD Investment Group.  In this role, Gerson drives strategic growth through his transformational leadership and innovative financial planning approaches.

What is Gerson’s Professional Experience?

Yossi Gerson currently serves as the Director of Operations for TAD Investment Group.  Prior to joining the executive leadership team at TAD Investment Group, Gerson worked in Portfolio Management at Milrose Capital.  He is also the Founder of SNFdash.

Is Yossi Gerson an Entrepreneur?

Yes, Yossi is an entrepreneur. Gerson is the Founder of SNFdash, a startup that utilized data analysis to introduce automated recounting.  Gerson’s early entrepreneurial pursuits set the stage for his continued success in innovation and results-driven leadership.

What is SNFdash?

SNFdash is a startup founded by entrepreneur Yossi Gerson.  SNFdash is an innovative platform that provides organizations with a data analysis tool for monitoring performance and making informed decisions.  SNFdash makes Financial Planning & Analysis (FP&A) more accessible to executives, organization leaders and business owners through automation. 

What is Gerson’s Workplace Culture Philosophy?

Yossi’s workplace culture philosophy is the belief that open communication and shared goals are cornerstones of a strong workplace.  Taking an approach to transformation leadership that is transparent and inclusive, Gerson prioritizes the ideas and contributions of all employees and team members, regardless of their role or position within the organization.