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Work
Experience

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2024 - Present

Chief Operating Officer @ Momentum AMP

Insurance Technology Company, International

Optimizes company operations, including technology systems and process streamlining. Enhances efficiency across all departments with an added focus on Sales, Onboarding, and Customer Success, driving growth and innovation in the insurtech software market.

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

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• Operations Excellence Leader: Expert in streamlining workflows, optimizing logistics, and implementing scalable processes across diverse industries and technologies.

 

• Tech Stack Specialist: Proficient in managing and integrating tools like HubSpot, Quick Base, Kintone, Notion, ActiveCampaign, and PipeDrive for seamless operations.

 

• Process Improvement and Automation: Develops and automates efficient procedures to enhance productivity and reduce redundancies.

 

• Data-Driven Decision Making: Skilled in leveraging analytics, including SEO, PPC, and performance metrics, to guide strategic initiatives.

 

• Employee Development and Engagement: Designs and conducts training programs to boost tech literacy, mindfulness, productivity, and reduce employee burnout.

 

• Comprehensive Software Expertise: Advanced user of QuickBooks, Jira, Confluence, Microsoft Office Suite, Google Workspace, and other essential platforms.​

 

• Human Resources and Talent Retention: Implements strategies to foster a positive workplace culture, improve employee satisfaction, and drive retention.

 

• Financial Operations Management: Skilled in deploying tools and processes for effective financial oversight and budget management.

 

• Business Growth Strategist: Drives development initiatives and identifies opportunities for long-term success in dynamic environments.

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