Our team

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 has operated a dozen conveyor belt sushi restaurants in seven states over the past 20 years, and is still operating in Northern Virginia. 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. Bo also achieved an MS in Data Science from Northwestern University in 2021.

Roy Phillips

Co-founder, Client Services

Fun Fact: While Roy has held many impressive roles throughout his career, his favorite role so far is being a Grandpa!

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.

Brian Mills

Co-founder, CTO

Fun Fact:Brian has been practicing traditional Japanese martial arts for more than 20 years and has been to Japan more than 20 times.

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.

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. Jess holds a B.A. in history from The Johns Hopkins University and an M.A. in history from George Mason University.

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.

Tara Clever

SVP, Marketing and Partnerships

Fun Fact: Tara has never lost a headstand contest.

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.

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).

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.

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.

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.

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.

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.