Bill is a strategic leadership member with extensive experience in supply chain and analytics. He served in key roles at Walmart, covering many of the deduction areas of STAT and reporting to the US CFO and US Chief Supply Chain Officer for over four years, spanning pre-, during, and post-COVID periods. Although his most recent role was at Walmart, the majority of his career was on the supplier side, including as Head of Supply Chain at Diageo. Additionally, he led analytics and data science for Walmart’s supply chain organization.
Casey Roberts is the founder and President of STAT Recovery Services. He worked in Walmart’s accounting department before starting STAT, and he worked on many of the accounts payable systems and processes that Walmart still uses today. Casey now uses that expertise to help suppliers get paid everything they are owed from Walmart.
Brian Hughes is the CFO at STAT Recovery Services. He worked at Walmart first as a merchant and then for eleven years in line of business CFO and strategy roles focused on business transformation. Brian went on to lead finance at multiple fast-growing tech and professional service companies and leverages his expertise to support STAT’s mission of helping suppliers get paid everything they’re owed.
Rich is the CCO at STAT Recovery Services. He worked in progressive consumer package goods for over twenty-five years and demonstrates the highest level of imagination and execution. He specializes in building businesses to achieve growth and drive results. Rich brings his previous experience and knowledge to STAT and suppliers to aid in revenue recovery management.
Steven Terry is the COO at STAT Recovery Services. He worked at Walmart for eleven years in a variety of roles supporting supplier programs and discovering solutions for suppliers. Steven helps suppliers recover money from improper claims while also improving performance to reduce charges moving forward.
Jay is the Senior Vice President of Technology at STAT. He's a seasoned engineering leader with over 30 years of experience in building and leading high-performing global teams for developing and deploying cutting-edge technologies within highly competitive industries. Jay has a proven track record of creatively solving difficult problems, translating customer requirements, defining project scope, creating roadmaps, and communicating expectations to engineering teams.
Steve Anderson is the SVP of Strategic Initiatives at STAT Recovery Services. He worked in forensic accounting at PwC and Walmart for thirteen years before joining the STAT team. He’s a true data geek who loves applying data and process acumen to help Walmart suppliers recover all the money they are owed by Walmart.
Jason Pluenneke is the Vice President of Audit Services at STAT Recovery Services. He has over 25 years of experience with multiple retailers in the areas of auditing, data analytics, and payment integrity. Jason brings his previous experience to STAT clients and helps them navigate the complex and ever-changing transaction landscape to improve their bottom line.
Jodi Geigle is Vice President of Client Experience at STAT Recovery Services. She has ten years of experience leading world-class client service and customer success teams across diverse industries and services, including fintech, health tech, SaaS, and AI software. That experience, paired with innovative and operational excellence, now drives the end-to-end journey for STAT clients through strategic client experience, engagement, and retention.
John Gunther is the Vice President of Sales at STAT Recovery Services. Prior to joining the STAT Team, John held multiple roles across CPG organizations. He worked with Walmart U.S. and Walmart International for fifteen years with Pinnacle Foods, Procter & Gamble, SC Johnson, and Acosta. John leverages these past experiences to strategically help clients with their revenue and recovery management.
Rex Warr is the Vice President of Strategic Partnerships of STAT Recovery Services. Rex Warr brings a dynamic blend of strategic vision and collaborative leadership to his role as Vice President of Partnerships at STAT Recovery Services. His career as an entrepreneur in sales and marketing spans over two decades and is marked by a track record of fostering growth and driving customer satisfaction, where his tenure in the industry has equipped him with invaluable skills to liaise with sales and operations teams.
Prior to working at STAT Recovery Services, Rex was the driving force behind the successful pet brand, Rope Hounds, that continues to thrive. He also founded and established a solutions-based retail marketing agency, What’s Ahead, that created content for over 100 suppliers in collaboration with Walmart. Additionally, his tenure at PromoWorks – a leading marketing and advertising firm – was instrumental in developing and honing his understanding of consumer engagement strategies, setting the stage for his career trajectory.
Jerrod is the VP of Sales at STAT Recovery Services. He’s worked in sales for over 17 years, with leadership experience at Fortune 500 tech, real estate and consulting firms. He specializes in building scalable sales processes and sales teams to drive results. Jerrod is customer focused and looks forward to utilizing his previous experience to drive results, and aid clients in revenue recovery management.
Todd Reeves is a founder of STAT Recovery. He has 20+ years of sales experience ranging from Real Estate to restaurants. Since the founding days of STAT, Todd has concentrated his efforts on motivating the people around him through example and empowerment.
Benjamin Gordon is the founder and Managing Partner of Cambridge Capital, drawing on a career of building, advising, and investing in supply chain companies. He has led investments in firms such as XPO, Grand Junction, Bringg, and Liftit. Prior to Cambridge Capital, Benjamin built BGSA Holdings into a global leader in M&A for the supply chain sector, advising on over $2 billion in transactions with companies like UPS, DHL, and Agility Logistics.
Before BGSA Holdings, Benjamin founded 3PLex, an Internet solution for third-party logistics companies, raising $28 million from investors like Morgan Stanley and Goldman Sachs before it was acquired by Maersk. He also advised transportation and logistics clients at Mercer Management Consulting and worked in his family’s transportation business, AMI, expanding its logistics operations.
Benjamin is a committed civic leader, having founded GesherCity to boost young adult volunteerism, and serving on the boards of several non-profit organizations, including the Palm Beach United Way and the Palm Beach Federation. He holds an MBA from Harvard Business School and a BA from Yale College.
Matt Smalley is a Principal at Cambridge Capital, having joined the firm in 2018. He is involved in all aspects of the firm’s investment activities and has led investments in companies such as Bringg, byrd, ReverseLogix, Boa Logistics, Everest Transportation Systems, Parcel Perform, Liftit, and Greenscreens.ai. Over the past 12+ years, Matt has invested over $1.2 billion globally in buyout, growth equity, structured equity, and venture capital investments.
Before joining Cambridge Capital, Matt was a senior member of the Principal Transactions Group at Macquarie Capital, where he executed and monitored private equity investments across various industries. Prior to Macquarie, he spent over five years at Insight Partners, focusing on buyout and growth investments in technology companies worldwide.
Matt graduated with Honors from New York University’s Leonard N. Stern School of Business with a dual degree in Finance and General Accounting.
Lee Lowicki is a Managing Director at ACE & Company, a Swiss-based private equity and venture capital group, and a Board Member at STAT Recovery Services. In addition to his role on the Investment team, Lee is also a member of ACE’s Executive Committee and co-leads the New York office.
Chris O’Brien recently completed a 31-year career at Fortune 250 supply chain services and technology leader C.H. Robinson, where he held various leadership roles. He culminated his tenure as Chief Commercial Officer, overseeing sales, customer management, marketing, PR, and external communications. Chris was a key member of the senior management team for 20 years, contributing to the company’s growth from $3.6 billion to $26 billion. He is passionate about driving improvements through customer and employee feedback, using market changes to create new revenue streams and innovations. His roles included VP of North American Transportation, SVP, and President of the European division, with time spent in France and Belgium.
Now, Chris is an advisor and board member at several companies, focusing on growth and customer-oriented board support. He is also an LP investor in venture capital groups specializing in sales growth and scale. Chris holds a Bachelor of Arts degree from Alma College in Michigan, where he serves on the President’s Advisory Council.
Ken Frieze serves as Chairman of the Board at Gordon Brothers. He also serves as a member of the firm’s investment committee. Ken has over 30 years of leadership experience in restructuring, investing, lending, brand redevelopment, appraisal, and asset disposition.