Meet our leadership team
Co-founder, CEO
Bo Davis
Bo Davis
Co-founder, CEO
Fun Fact: Bo has two fancy masters degrees but dropped out of high school and started college at Tidewater Community College.
BIO
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.
Co-founder, Client Services
Roy Phillips
Roy Phillips
Co-founder, Client Services
Fun Fact: Because many [me]ople were remote during the pandemic, Roy single-handedly ate every monthly [me] birthday cake by himself.
BIO
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.
Co-founder, CTO
Brian Mills
Brian Mills
Co-founder, CTO
Fun Fact: As the first Brian at MarginEdge, Brian Mills is also referred to as “B1” for those in the know.
BIO
Brian has a passion for building teams to solve challenging problems. A software developer by training, he helped build the MarginEdge system from the ground up. 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.
Chief Operating Officer
Jess Finnefrock
Jess Finnefrock
Chief Operating Officer
Fun Fact:When she’s not reading or baking, Jess enjoys a good game of pickleball with her family.
BIO
Jess is an experienced global operations and product development executive with extensive experience in strategic decision-making, M&A, and managing large teams across multiple, global office locations. Prior to joining MarginEdge, Jessica was the EVP of Global Operations at The Knot Worldwide. Early in her career, Jess worked for Bo at an educational technology start-up and she is delighted to work with Bo again and join the incredible MarginEdge team! Jess holds a B.A. in history from The Johns Hopkins University and an M.A. in history from George Mason University.Chief Financial Officer
Kristyn Reed
Kristyn Reed
Chief Financial Officer
Fun Fact: Kristyn is a diehard Michigan State fan and alumna. Go Spartans!
BIO
Kristyn is an experienced financial executive with more than 25 years of experience managing financial teams, strategy and growth for technology growth companies, including venture and private equity-backed software (SaaS) and analytics businesses, including Fishbowl, Law.com, Mantas and Oracle. She oversees the Finance, Accounting, Legal and People and Talent teams for MarginEdge. She holds a bachelor's degree in Accounting from Michigan State University, a master's degree in Economic Development from the University of Chicago and is a CPA and CMA.
SVP, Marketing and Partnerships
Tara Clever
Tara Clever
SVP, Marketing and Partnerships
Fun Fact: When Tara was a server at a bar, she would kick drunk people in the shins to get them out of her way.
BIO
Tara joins MarginEdge with a diverse background in 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 a heavy emphasis on digital acquisition, experiential marketing, and brand development.
SVP, Business Development
Bob McKay
Bob McKay
SVP, Business Development
Fun Fact: Bob’s best friend is SVP of Marketing, Tara Clever.
BIO
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).
VP, Data Science
Steven Baehr
Steven Baehr
VP, Data Science
Fun Fact: Steven is a sci-fi and trivia buff, so now you know who to call for your next pub quiz night.
BIO
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.
VP, Client Services
Suzette Hoffman
Suzette Hoffman
VP, Client Services
Fun Fact: Suzette is a born and bred New Orleanian.
BIO
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.
VP, Product Development
Josh Leaverton
Josh Leaverton
VP, Product Development
Fun Fact: Josh’s favorite place to enjoy a good stout (the superior beer choice) is Port City in Alexandria, VA.
BIO
Josh has been building successful, customer-focused SaaS platforms for over 10 years, most recently at Amazon Web Services, where he led the development and launch of multiple AWS services. Prior to this, he was the lead architect of a startup successfully seen through acquisition, becoming the Director of Cloud Operations and head of the platform architecture organization of Eagleview Technologies. Josh hopes to bring his extensive experience building high-performing engineering teams to the restaurant sector, where he can capitalize on his love of programming, the customer experience, and beer.
VP, Operations
Brian Penn
Brian Penn
VP, Operations
Fun Fact: Brian used to work as a golf professional in the Mid-Atlantic PGA section.
BIO
Brian joins MarginEdge with over 20 years of experience in software development and quality assurance. He has a passion for building and running large operational teams and solving difficult organizational problems. Brian has supported a variety of businesses across different industries, spending time in ed-tech, health care, medical and auto insurance, a couple of years at NASA, and a brief stint in the golf business. He graduated with a degree in Economics from The University of Maryland and lives in Rockville, MD.
VP, Software Architecture
Brian Skrab
Brian Skrab
VP, Software Architecture
Fun Fact: Brian is almost exclusively known as “B3”.
BIO
Brian is has spent his career in startups. He loves building software to help solve real-world problems, and the problems facing restaurants are about as real world as you can get. MarginEdge is the first time his love of software has overlapped with his other great passion: accounting. Just kidding. It's food. Before joining MarginEdge, Brian worked with Brian Mills at Starfish Retention Solutions.