The "character" is credited as "Man in the Shadows" and played by Michael Massee... that being said, there are a good number of possibilities, as to who it could be. If you want to go by the general archetype, the Man in the Shadows, is usually the mastermind behind some long and convoluted scheme. When it comes to this specific character, we see that he's got a raspy voice, he hides in the shadows (hence the name) and he knows, at least to some degree a few secrets about the Parker family and the work that Richard and Connors did together... he also seems to appear and disappear between lightning flashes, which would suggest a more paranormal undertone, rather than anything else. There is also the dialogue that occurs between the two where Connors is asked if he "[told] the boy the truth about his father" and "we’ll let him be for now." which would indicate someone who knows "the truth" about Richard and Mary's death (speculation ensues) and that he speaks either for or as a part of a group or organisation of people who are willing to kill people. So here's a shortlist of who it could be and the pro's and con's of why it is and isn't them:
Norman Osborn: Let's face it, he's gotta be the top pick for this... he's already been alluded to in the movie and during the introduction to Oscorp, there is a speech about him and it shows a darkened-blacked-out face... it also seems to fit the character, as the employer of both Richard Parker and Curt Connors, he would have knowledge of what they were working on... even needing it to cure him of some kind of terminal illness that is killing him. It's also suggested that he is responsible for the death of Richard Parker, so it's highly likely that he would a) kill Peter Parker and b) know this mysterious "truth" - and as the owner/CEO of Oscorp and a member of the rich and powerful club, he has underlings, servants, thugs and goons who will do whatever he tells them to... suggesting a more collective "we" than anything else. One of the major problems with this, of course is that Norman is supposed to be dying, so that suggests that he would be in some kind of weakened state, rather than looking how the Man in the Shadows did... there's also the appearing at random, could he really do that if he was dying... plus I'm really not that sure if that's his style... maybe he would have sent an underling or something, but arguments could be made either way.
Mysterio: ok, the appearing and disappearing between lightning flashes could suggest that it's him, so could the fact that he's not been in the other movies (but was in the Spider-Man 2 game) This does coincide with the way that Mysterio works... but there isn't really any build-up... there's nothing that would click in the minds of comic fans to say "holy [moly] that's Mysterio" nor does he seem like the mastermind type... at least to me, he was more of the elaborate method, as opposed to the elaborate payoff... again, that's only really how I see him.
That's honestly all that comes to mind right now... maybe after doing some research, I'll find someone who fits in better, but quite frankly the only character that really screams anything is Norman Osborn... and most of the Rogues are either high tech-ed thugs or mad scientists that turn into some kind of genetic hybrid... or an alien symbiote.
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