OppFi Pitch Deck slide image

OppFi Pitch Deck

7 Experienced FinTech Management Team • 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 . • Founded OppFi in 2012 . • Managing Principal at the Schwartz Capital Group Partner at Strand Equity Founder and CEO of Beach Coast Properties • . • Joined OppFi in 2017 • 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 • 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 • 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 • 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 25 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 • • 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 • • 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 OppFi
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