Work
Experience
2024 - Present
Chief Operating Officer @ Momentum AMP
2021 - 2024
EVP of Operations @ InsuranceGIG
Tech Start Up, New York & International
Built a complete tech stack for operational excellence including: project and product management, CRMs, investor relations, accounting, purchasing, employee onboarding, event and international logistics. Implemented Jira, HubSpot, Quick Base, QuickBooks, Slack, and more. Created and implemented all procedures for daily operations in all departments within this Tech Startup.
2009 - 2021
Founder & CEO @ Dr. Bo's
Medical Nutrition Chain, New York & International
Managed 3 independent locations and an international virtual office portal providing nutritional guidance and sale of products. Ran daily operations on both micro and macro level, developed CRMs, business synergy and growth, internal sales plan, media content, and marketing plan to achieve brand recognition and trust.
2001 - 2009
VP of Operations @ M. Fried
Importer & Distributor, Brooklyn, NY
Began with a companywide audit to address and implement strong tactics to achieve business growth and development as well as financial savings. Trained company executives and employees in cost savings operations and oversight, B2B relations, and customer retention plans for maximum earnings. Actively participated in company growth, achieving increased sales, internal savings and companywide tech literacy.
Skills & Expertise
Operations Excellence & AI Implementation Leader: Expertise in streamlining workflows, optimizing logistics, and implementing scalable operational systems, including practical AI solutions that improve speed, consistency, and decision-making across diverse industries.
Business Systems & Technology Strategist: Experienced in selecting, managing, and integrating business platforms such as HubSpot, Quickbase, Kintone, Notion, ActiveCampaign, and Pipedrive to create connected, high-performing operating environments.
Process Improvement, Automation & AI Enablement: Designs efficient procedures and automation frameworks that reduce redundancies, increase productivity, and embed AI into day-to-day business operations where it creates measurable value.
Data-Driven Strategy & Performance Analysis: Uses analytics, performance metrics, SEO, PPC, and operational data to guide strategic decisions, uncover growth opportunities, and improve business outcomes.
AI Adoption & Organizational Enablement: Helps businesses implement AI in a practical, usable way by aligning tools, workflows, and teams to ensure adoption translates into real operational results rather than unused technology.
Training, Development & Workforce Productivity: Builds and delivers training programs that strengthen technology adoption, improve team effectiveness, increase productivity, and support sustainable employee performance.
Comprehensive Software & Platform Expertise: Advanced user of QuickBooks, Jira, Confluence, Microsoft Office, Google Workspace, and other essential business systems, with a strong ability to evaluate and operationalize new technologies quickly.
People Operations & Talent Retention: Develops systems and management practices that strengthen workplace culture, improve employee satisfaction, and support long-term retention.
Financial & Operational Management: Implements tools and processes for stronger financial oversight, budget discipline, and operational accountability.
Growth Strategy & Scalable Execution: Identifies and executes opportunities for long-term business growth through operational discipline, technology leverage, automation, and AI-informed transformation.