Our Team

BO DAVIS

co-founder, CEO

Prior to founding MarginEdge, Bo was the founder of Wasabi. Wasabi is a group of conveyor belt sushi restaurants currently operating in DC and Boston. Prior to Wasabi, Bo was in the US Peace Corps serving in Macedonia, earned an MS in Finance from London Business School, and founded an educational software company, Prometheus, which he sold to Blackboard in 2002.

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.

BRIAN MILLS

co-founder, svp, operations

Brian has a passion for building teams to solve challenging problems. A software developer by training, he helped build the MarginEdge system. His role has expanded, and today he manages the company’s operations. Before joining MarginEdge, Brian was an early member of a higher-ed technology startup called Starfish Retention Solutions. When Starfish was acquired in 2015, Brian knew he wanted to help start another company. He met Bo and Roy, and the rest is history.

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.

BOB MCKAY

vp, business development

Before joining MarginEdge, Bob had a 15+ year career in restaurant operations (including Regional VP / Operations and ownership), and 10+ years in leadership positions with several hospitality tech startups (including loyalty marketing, email marketing, online reservations, guest acquisition and more).

DAN HENDERSON

svp, corp development

Dan has been a founder or founding team member of four previous technology companies, resulting in two acquisitions (one by a publicly traded company). Dan came to MarginEdge from the venture capital industry where he served as the Investment Director at CIT GAP Funds, one of the nation’s most active early-stage technology funds. Dan earned his M.B.A. from the UCLA Anderson School of Management and a B.A. from Oberlin College, and enjoys playing bluegrass fiddle in area bands.

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

“What if”……Reflecting on over 20 years of being an entrepreneur (and probably all of life) it is amazing how we can find innovation everywhere if we observe, think and ask “what if….”

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.

Kevin lives in Berwyn, PA, with his wife, Jenna, and their three boys.

TAYLOR ROBERTS

chief financial officer

Taylor joins MarginEdge with over 15 years of experience in Financial Planning and Analysis, Corporate Strategy, Financial Operations, and Human Resources at technology companies of all stages across various industries. Prior to MarginEdge, Taylor was CFO of VividCortex and Director of Finance at AddThis, where he led the Finance function through 9-figure acquisitions by SolarWinds and Oracle, respectively. Taylor also has experience leading Sales, Marketing, Customer Success, and Support organizations, and brings a passion for closely tying operational performance to financial metrics. Taylor graduated from the University of Richmond, majoring in Business Administration with a focus in Finance and Marketing.