ROY PHILLIPS

co-founder, client services

Prior to founding MarginEdge, Roy was a Joint Venture Partner with Bloomin Brands. At Bloomin Brands, Roy’s most recent role was developing the Bonefish Grill concept in the mid-Atlantic with 15 restaurant openings. Roy is also an operating partner with Bo at the Wasabi restaurants.

SUZETTE HOFFMAN

vp, client services

Suzette has a “the glass is always half full, we can make it better” attitude towards client services. The majority of her early career was spent with Outback Steakhouse, leaving as the Regional Director of Training for the Northeast. She has spent time with local restaurant groups over the years running their operations training. The customer experience is the most important part of a great client, business relationship. She truly loves to see the light bulb go off when a concept clicks and everyone is in harmony over products and services.

TARA CLEVER

vp, marketing

Tara joins MarginEdge with a diverse background of sales, operations and marketing with a history of architecting catalytic growth. Prior to joining the team she spent the majority of her career across the health and wellness vertical with heavy emphasis on digital acquisition, experiential marketing and brand development.

KEVIN O'NELL

svp, payments

Kevin began working with MarginEdge in May 2020. Previously, Kevin worked in numerous entrepreneurial roles including Entrepreneur in Residence at Osage Venture Partners, Capital One’s innovation team, CEO of PeopleLinx (acquired by Frontline Selling), COO of Ecount (acquired by Citibank), Founder of MissionOG and KeyBank’s National Head of Business Development for the Commercial Bank Enterprise Payments team. He graduated with a degree in Political Science from Davidson College and earned an MBA from the College of William and Mary’s Mason School of Business.

STEVEN BAEHR

vp, data science

Steven joins MarginEdge with an extensive background in data science and research. Most recently, he was director of data science for WeddingWire/The Knot, and before that spent time in government tax fraud research and working as a college math and statistics professor. After achieving a B.S. in applied math from Appalachian State, Steven decided he wanted more from academia and went after not one, but two masters: an M.A. in math with a research emphasis in cryptography, and an M.S. in computational and data science with a research emphasis in image recognition of large-scale galactic events. At MarginEdge, Steven leads our team of data scientists, data analysts, and data engineers in helping to improve internal MarginEdge operations with statistical methods and machine learning, and in building new features for our clients to optimize their business.

JOSH LEAVERTON

vp, product development