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STAT Leadership Team

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Kamal Sundar

Chief Executive Officer

Kamal is the Chief Executive Officer of STAT Recovery Services, a machine learning-based invoice audit software platform helping retail suppliers optimize revenue by reducing improper deductions and compliance fines from large retailers. Prior to joining STAT, Kamal was an Operating Advisor with Cambridge Capital, helping their portfolio company management teams with strategic initiatives, and has held various leadership and technology roles at Amazon, Ernst & Young (EY), IBM and ShipBob. 

  • Leads overall company strategy and execution 
  • Previously served as the Senior VP of Supply Chain at ShipBob, where he played a pivotal role in building supply chain and logistics infrastructure for a pre-IPO tech-enabled e-commerce fulfillment platform
  • Held several leadership roles at Amazon, driving growth and innovation in B2C and B2B sectors, and contributing significantly to the rise of Amazon B2B from a $4 billion to a $30 billion business
  • At EY he helped multiple companies in the US and Europe to rapidly scale by enhancing their core operational and technology functions
  • At IBM he led large teams in supply chain consulting and software development
  • Serves on the advisory board of SurgeforWater.org, a non-profit organization that invests in communities with safe water
  • Enjoys competitive shifter kart racing, motorcycling and skiing; when not savoring various whiskeys
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Casey Roberts

Founder & President

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.

  • Leads overall company strategy and execution
  • Previously was a key member of the Walmart Accounting team developing accounts payable systems and processes used by Walmart
  • Founded STAT to use his expertise to help suppliers get paid funds that were deducted improperly from old transactions
  • An autodidact visionary educating national credit groups monthly and a member of SFNet
  • Alteryx and supply chain recovery expert, passionate public speaker
  • A foodie who loves travel, aviation, classic cars, and unique things
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Brian Hughes

Chief Financial Officer

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. 

  • Leads finance, accounting, and legal activities 
  • 5 years tech professional services CFO, 11 years line of business CFO and strategy at Walmart, retail merchandise buyer, and software developer 
  • UVA Darden MBA, Brigham Young University BS Computer Science 
  • Arkansas CFO of the Year, Eagle Scout, Buyer of the Year, Sam Walton Entrepreneur of the Year 
  • Fluent in French, PE-backed CFO, and certified futurist and growth coach
  • Large active family that loves music, boating, running, biking, community service and travel
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Rich Lawrence

Chief Commercial Officer

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.  

  • Leads sales, marketing, and client experience
  • Developed, sourced, and trained a 500-person consumer sales organization; built several Walmart accounts teams; and have designed and implemented processes and policies to sustain existing business growth on a national level
  • Bachelor’s in management from Indiana University
  • Completed negotiation and business problem solving programs at Harvard Law and MIT Sloan School
  • Awarded Certificate of Professional Development from Wharton Business School
  • Enjoys reading, teaching, and traveling with his family
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Steven Terry

Chief Operating Officer

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. 

  • Leads White Table Division responsible for developing new solutions for client recoveries 
  • 11 years with Walmart in a variety of roles: Supplier Programs, Supplier Solutions, International Strategy, Real Estate, Corporate Strategy, Global Sourcing, Logistics Finance, and Investor Relations 
  • Harding University – bachelor’s in accounting and finance 
  • Recipient of Walmart’s “Billion Dollar Challenge” award
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Steve Anderson

Senior Vice President of Innovation

Steve Anderson is the SVP of Innovation 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. 

  • Leads operational and analytical capabilities 
  • 13 years of experience as a forensic accountant at PwC and Walmart 
  • Founded PwC Forensics team in Bogota, Columbia 
  • A true data geek, Steve loves working with data and presenting insights that help people make sound business decisions 
  • CPA, Certified Fraud Examiner, L2 KNIME, Fluent in Spanish 
  • Loves international travel, outdoors/nature, and spending time with his wife and four children
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Jason Pluenneke

Vice President of Audit Services

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.

  • Leads delivery of post audit avoidance work for clients 
  • Longtime data, post audit, and people leadership at Cotiviti, CompuCom, PRGX, and Transamerica 
  • BS Finance and IS focus at University of UT-Arlington 
  • Specializes in forensic auditing, risk analysis and mitigation, profit recovery and  information governance 
  • Certified Information Systems Auditor (CISA), Certified SAFe 5 Agilist and Founding Director of ISACA Fayetteville AR Chapter
  • Enjoys playing tennis, crossfit and overland camping
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Jodi Geigle

Vice President of Client Experience

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. 

  • Leads the Client Experience department 
  • 10 years’ experience in scaling and leading client experience teams for B2B and B2C health tech and retail tech companies with corresponding strategic customer engagement processes and retention 
  • University of Southern California, B.A. 
  • Passionate supporter of women and children focused charities 
  • AADP CHC, Nutritionist 
  • Dedicated runner, reader, and whiskey enthusiast with a focus on her family and travel
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John Gunther

Vice President of Sales

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. 

  • Leads sales and sales operations teams 
  • Multitude of roles across CPG organizations including Walmart U.S. and Walmart International with Pinnacle Foods, Procter & Gamble, SC Johnson, & Acosta 
  • 15 years’ experience in Business Intelligence, Supply Chain Analytics and Enablement, Retail Planning, and Customer Supply Chain 
  • Certified Retail Analyst 
  • Active board member for Will Golf 4 Kids, supporting Arkansas Children’s Hospital 
  • Enjoys golfing and spending time with his wife and his four children 
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Rex Warr

Vice President of Strategic Partnerships

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.

  • Avid collector of art and historical memorabilia
  • Active member of Advisory Committee for Bentonville History Museum
  • Enjoys expanding his bourbon collection – a testament to his appreciation for refinement and quality, principles he carries into every aspect of his work
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Todd Reeves

Founder

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

  • Todd currently supports STAT’s overall sales division & partnerships. Attaining, maintaining, and enhancing relationships with the partners who have carried us to where we are today.
  • Additionally, he leads STAT’s charitable contributions. Todd is an active board member of The Havenwood Organization, a transitional center for women & young children in crisis. He also recently accepted the position of Executive Board Member of the Gather to Scatter charity, which supports local schools, children, families, and animals in need.
  • He and his wife Jordan, love international travel, great food, and rescuing animals. They currently have 4 dogs, but are always looking to add to the family.

STAT Board of Directors

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Benjamin Gordon

Board Member

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.

  • Founder and Managing Partner of Cambridge Capital, leading investments in supply chain companies
  • Built BGSA Holdings into a global M&A leader for the supply chain sector
  • Founded 3PLex, raising $28 million from top investors and selling to Maersk
  • Advised transportation and logistics clients at Mercer Management Consulting
  • Expanded logistics operations in his family’s business, AMI
  • Active civic leader, founder of GesherCity, and board member of several non-profits
  • Holds an MBA from Harvard Business School and a BA from Yale College
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Matt Smalley

Board Member

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.

  • Principal at Cambridge Capital, leading investments in various companies
  • Over 12 years of experience with $1.2 billion in global investments
  • Former senior member of Macquarie Capital's Principal Transactions Group
  • Previous experience at Insight Partners with a focus on technology investments
  • Graduated with Honors from NYU’s Leonard N. Stern School of Business with a dual degree in Finance and General Accounting
  • Enjoys mentoring young professionals and exploring innovative investment opportunities
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Lee Lowicki

Board Member

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.

  • Leads overall company strategy and execution at ACE
  • Started his career at PwC in the transaction services group, providing financial due diligence consulting to private equity and corporate clients during M&A processes
  • Holds a BS in Finance and Accounting from Boston College
  • A CFA charter holder and holds an inactive CPA
  • Plays a crucial role in financial due diligence and investment management, driving ACE's success in the competitive private equity market
  • Passionate about finance education and mentoring emerging professionals in the industry
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Chris O'Brien

Board Member

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.

  • Advisor and board member focused on growth and customer-oriented support
  • Former Chief Commercial Officer at C.H. Robinson, driving sales, customer management, and marketing
  • 20 years on senior management team, contributing to growth from $3.6 billion to $26 billion
  • Held roles including VP of North American Transportation, SVP, and President of European division
  • Bachelor of Arts from Alma College, member of President’s Advisory Council
  • Enjoys family travel, the arts, architecture, mountain biking, and fitness
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Ken Frieze

Board Member

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.

  • Led the company as President and Chief Executive Officer for 10 years
  • Previously led the firm’s Brands and Valuations practices
  • Prior roles include CEO of RetailExchange.com, management consultant with Bain & Company, and turnaround consultant with The Recovery Group (now part of Deloitte Corporate Restructuring Group)
  • Independent board director at STAT and former board member of Polaroid, The Sharper Image, and A.C. Moore
  • American College of Bankruptcy Fellow
  • Served on the Board of Trustees of the Turnaround Management Association
  • Authored numerous articles for The Secured Lender and the Journal of Corporate Renewal, where he also served on the editorial board
  • Member of the Young Presidents Organization (YPO)
  • Co-founder of the Boston Corporate Finance Community’s Gathers to Give event benefiting More Than Words
  • Member of the Board of Trustees of the Carroll School
  • Former member of the Board of Trustees of The Park School and co-chair of the Combined Jewish Philanthropies Spark Family Experience
  • Former member of the Board of Trustees of American Jewish World Service
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Bill Mines

Board Member

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.

  • Strategic leadership member with a focus on supply chain and analytics
  • Reported to US CFO and US Chief Supply Chain Officer at Walmart for over four years
  • Most recent role at Walmart, with a majority of career on the supplier side
  • Head of Supply Chain at Diageo
  • Led analytics and data science for Walmart’s supply chain organization
  • Local to Bentonville and engaged beyond traditional board member roles
  • Passionate about leveraging his experience to support targeted areas and drive improvements