South Mountain Merger Corp.

Team

Over 30 years experience in financial services, financial technology and retail banking.
Served as Chief Financial Officer of CardConnect, which merged with FinTech Acquisition Corp., a former SPAC, in July 2016 and was subsequently acquired by First Data in 2017.
Most recently provided consulting services to private companies that were evaluating mergers with SPACs, as well as to SPAC sponsor teams.
Served as Executive Director of Heartland Payment Systems.
Held various leadership roles at Bank of America, Commerce Bancorp and eCount.
Former Member of the Card Operations Risk Executive Council for Visa.

Most recently acted as VP, Finance at First Data.
Served as SVP, Finance at CardConnect, which merged with FinTech Acquisition Corp., a former SPAC, in July 2016 and was subsequently acquired by First Data in 2017.
Former Associate at Carousel Capital, a private equity investment firm.
Former Analyst at Edgeview Partners (now Piper Jaffray), an advisory firm specializing in mergers and acquisitions.

Served as a director of WageWorks (NYSE: WAGE) until its acquisition by HealthEquity in August 2019 and of JetPay Corporation until its acquisition by NCR in December 2018.
Senior Advisor for MissionOG, a growth-equity firm in Philadelphia.
Former Partner at William Blair where he served as Head of the Technology and Financial Services Groups.
Clinical Assistant Professor of Finance at the University of Illinois Gies College of Business.

Board member for BankUnited (NYSE: BKU), Essent Group Ltd. (NYSE: ESNT) and Global Atlantic Financial Group Ltd.
Most recently served as CFO of BankUnited from 2009 until his retirement in 2013.
Previously served as EVP, Finance for TD Bank.
Held several leadership positions with Commerce Bancorp, including CFO (2002-2008) and Chief Accounting Officer (1995-2002), prior to their acquisition by TD Bank.

Currently serves as the Managing Director of Onex Credit.
Previously served as a partner and managed business development for Rotation Capital Management and MidOcean Credit Partners.
Former Global Head of Leverage Finance Sales at Bank of America.
Held various positions at Deutsche Bank, Bankers Trust, Drexel Burnham Lambert and Manufacturers Hanover Trust.

767 Fifth Avenue, 9th Floor
New York, NY 10153