OppFi Pitch Deck
7
Experienced FinTech Management Team
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Jared Kaplan, President & CEO
Joined OppFi in 2015
Previously, Co-Founder and EVP of Insureon
Led financial technology investing at Accretive, LLC, a private
equity firm
Former Investment Banker at Goldman Sachs & Co. in TMT
Shiven Shah, Chief Financial Officer
Todd Schwartz, Founder and Chairman
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Founded OppFi in 2012
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Managing Principal at the Schwartz Capital Group
Partner at Strand Equity
Founder and CEO of Beach Coast Properties
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Joined OppFi in 2017
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Previously CFO for ABN AMRO Clearing Group
Former Head of Finance for Chicago based prop trading group,
Peak6
Held various Finance positions at Citigroup
Karishma Patel Buford, Chief People Officer
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Joined OppFi in 2019
Over 12 years of leadership experience
in human resources and talent management
• Previously Head of Global Talent Management at Groupon
Sal Hazday, Chief Operating Officer
⚫ Joined OppFi in 2017
Formerly SVP/GM Small Business Services at ADP
in addition to various other leadership positions
⚫ Held various leadership roles at Office Depot, Adjoined
Consulting and Accenture
Stacee Hasenbalg, Chief Compliance Officer
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Joined OppFi in 2018
Over 20 years in banking and financial services including:
General Counsel and CCO at Beyond Finance, CCO and
BSA Officer at Avant Credit, Associate General Counsel &
US Regulatory Liaison at BMO
John O'Reilly, Chief Marketing Officer
⚫ Joined OppFi in 2016
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Previously consulted for Agora as interim CMO, and prior to
that was SVP Marketing at Options House
Prior marketing roles at companies include Navistar, FTD.com,
and Chicago Tribune
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Chris McKay, Chief Credit Officer
Joined OppFi in 2013
Most recently at Capital One, where he managed Credit Card
Analytics for twelve retail partner products
Held management roles in both the Auto Finance and Credit
Card Divisions at HSBC North America
Yuri Ter-Saakyants, Chief Technology Officer
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Joined OppFi in 2020
Founding CTO of Insureon where he spent 9+ years building
pioneer insuretech B2C, B2B, and B2B2C platforms
• Previously held various leadership roles including SVP
Technology at Media Ocean
Marv Gurevich, General Counsel
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Joined OppFi in 2017
Held senior legal positions at Enova, Avant, Liberty
Lending and Beyond Finance
Prior to that had business roles at Deutsche Bank and
Bank of New York
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