DiscoverStartupsSMBXSMBX: Founder, Leadership & Team
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SMBX
Where people can invest in local businesses and earn a rate of return11-50 Employees
  • B2B
  • Growth Stage
    Expanding market presence
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People at SMBX

Founders
Jackie Chan
Chief Operating Officer • 9 yearsSan Francisco Bay Area
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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
Benjamin Lozano
Chief Executive OfficerSan Francisco
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Founder @SMBX • Worked at @San Francisco State University, @Robin Hood Minor Asset Management Hedge Fund Cooperative •
Background
  • SMBX

    Chief Executive Officer

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  • San Francisco State University

    Professor in Finance

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  • Robin Hood Minor Asset Management Hedge Fund Cooperative

    Chief Product Development Officer, Head of Financial Engineering • 1 year

Team
Bhavish Balhotra
Chief Technology Officer • 9 yearsNew York City
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CTO | Engineering Leader in AI Infrastructure & Fintech Systems | Built $100M+ Compliant Platform | AI • ML • Distributed Systems • FINRA • Global Scale
John Bolling
Head of Growth • 5 yearsNew York City
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Summer Crenshaw
Employee
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Leo Paska
Employee
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Curtis Brooks
Employee
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Shawn A. McGhee
Sr. Account Executive • 4 yearsWashington DC
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Experienced Strategic Account Executive & Director of Business Development with impressive track record improving sales and growing company customer bases.
Ali Mehdi
Senior Manager, RevOps • 5 yearsNew York City
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Via
Senior Manager, RevOps @ SMBX, NYU '14
Ali Mehdi
Employee
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Grace Liu
Operations Manager • 5 yearsSan Francisco
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Jeff English
Director of Product • 5 years
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Shaunte Ledger
EmployeeLos Angeles
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A highly motivated Digital Marketing & Brand Strategist with a proven track record in team leadership, brand strategy, design thinking and creative direction.
Jackie Chan
Chief Operating OfficerSan Francisco Bay Area
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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).
Board members and advisors
Eric Anschutz
AdvisorSan Francisco
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A
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
Brett Noyes
AdvisorColorado
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A
UnVentures - Founder/Partner Unbank.Ventures - Founder/Director Draper FinTech - Managing Director Launch Festival - Director of Partnerships
Ben F. Lozano CPA
Advisor
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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
Former team
Michael Cacciapuoti
Head of Sales • 2 years
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Via
Keolo Keagy
Engineering Manager • 1 year
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Via
Heidi Misken
Senior Account Executive • 2 years
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Via
Gordy Webb
Client Marketing Officer • 1 year
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Via
William Butler
Senior Account Executive • 1 year
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Via
Shaunte Shayde Ledger
Marketing Director • 3 years
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Via
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