- B2B
- Growth StageExpanding market presence
- Website
- Locations
- Company size
- 11-50 people
- Total raised
- $15.2M
- Company type
- Consumer Financial Services
- Markets
People at SMBX
Bhavish Balhotra
Background
- SMBX
Chief Technology Officer • 8 years
- Emerentius
Founder
- TD Bank
Employee
Jackie Chan
Co-Founder at The SMBX. Previously at PicsArt, Nomura, Morgan Stanley, Merrill Lynch. Risk/FP&A/Ops/Project Mgmt, CRO/COO/COS. Cornell (MBA), UC Berkeley (BA).
Background
- SMBX
Chief Operating Officer
- SMBX
Chief Operating Officer • 7 years
- Nomura International (Hong Kong)
Executive Director, CAO and Chief of Staff, Asia ex-Japan • 4 years
Benjamin Lozano
Founder @SMBX • Worked at @San Francisco State University, @Robin Hood Minor Asset Management Hedge Fund Cooperative •
Background
- SMBX
Chief Executive Officer
- San Francisco State University
Professor in Finance
- Robin Hood Minor Asset Management Hedge Fund Cooperative
Chief Product Development Officer, Head of Financial Engineering • 1 year
John Bolling
John Bolling
Via
Agile, optimistic, and focused on creating efficiency and sustainable growth. Expertise in Marketing Operations, Growth, Analytics, Strategy and RevOps.
Summer Crenshaw
Leo Paska
Curtis Brooks
Shawn A. McGhee
Experienced Strategic Account Executive & Director of Business Development with impressive track record improving sales and growing company customer bases.
Ali Mehdi
Via
Senior Manager, RevOps @ SMBX, NYU '14
Michael Cacciapuoti
Via
Ali Mehdi
Grace Liu
Jeff English
Shaunte Ledger
A highly motivated Digital Marketing & Brand Strategist with a proven track record in team leadership, brand strategy, design thinking and creative direction.
Jackie Chan
Via
Co-Founder at The SMBX. Previously at PicsArt, Nomura, Morgan Stanley, Merrill Lynch. Risk/FP&A/Ops/Project Mgmt, CRO/COO/COS. Cornell (MBA), UC Berkeley (BA).
Experienced angel with biotech focus. Selective deal flow supported by quantitative evaluation system. Proven, exit-driven results over 15+ years. Bike lover. https://angel.co/s/anschutz/2oq0t
UnVentures - Founder/Partner
Unbank.Ventures - Founder/Director
Draper FinTech - Managing Director
Launch Festival - Director of Partnerships
Ben F. Lozano CPA
A
Founder Lozano and Company CPA's
Member American Institutes of CPA'S
Member California Society of CPA's
Member California Society of CPA's Tax Division
Keolo Keagy
Via
Heidi Misken
Via
Gordy Webb
Via
William Butler
Via
Shaunte Ledger
Via
Samarth Sandeep
