Michael Chong
Co-Founder at PoolUp- Claim this Profile
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English Native or bilingual proficiency
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Mandarin Native or bilingual proficiency
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Cantonese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 63
FINRASep, 2022- Nov, 2024 -
Series 79
FINRAAug, 2022- Nov, 2024 -
Securities Industry Essentials
FINRAJun, 2022- Nov, 2024 -
Entrepreneurship
Wharton OnlineMay, 2021- Nov, 2024
Experience
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PoolUp
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United States
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Consumer Services
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1 - 100 Employee
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Co-Founder
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Jan 2020 - Present
PoolUp is a city-to-city college rideshare app. PoolUp is a city-to-city college rideshare app.
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D.A. Davidson Companies
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United States
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Financial Services
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700 & Above Employee
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Technology Investment Banking
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Jul 2022 - May 2023
Technology Coverage Technology Coverage
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Corner Capital Partners, LLC
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Analyst
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May 2020 - Jul 2021
Downstream Energy M&A Downstream Energy M&A
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Armory Group
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Summer Analyst
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Jun 2019 - Aug 2019
Armory is a middle market investment bank with expertise in raising capital, mergers & acquisitions, financial restructurings and financial advisory. Armory is a middle market investment bank with expertise in raising capital, mergers & acquisitions, financial restructurings and financial advisory.
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Corner Capital Partners, LLC
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Intern
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Feb 2018 - Jun 2019
Corner Capital provides M&A and specialty advisory services to all constituencies in the downstream segment of the oil and gas industry. Clients include large retail chains, wholesale distributors of refined products, private equity funds, and lending institutions with a focus on energy. Corner Capital provides M&A and specialty advisory services to all constituencies in the downstream segment of the oil and gas industry. Clients include large retail chains, wholesale distributors of refined products, private equity funds, and lending institutions with a focus on energy.
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UCSB Investment Advisory Committee (IAC)
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United States
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Investment Management
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1 - 100 Employee
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Senior Analyst
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Sep 2017 - May 2019
IAC is an undergraduate-run investment committee managing approximately $160,000 of student body funds on behalf of UCSB’s Associated Students IAC is an undergraduate-run investment committee managing approximately $160,000 of student body funds on behalf of UCSB’s Associated Students
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UCSB Finance Connection
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United States
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Financial Services
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1 - 100 Employee
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President
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Sep 2017 - May 2019
UCSB Finance Connection is the only student-run finance club on campus, focused on educating students and helping them find finance related jobs and internships before and after their graduation. I created several new programs within the club that boosted membership by 425% and investment banking placements from 3 to 16 YoY. UCSB Finance Connection is the only student-run finance club on campus, focused on educating students and helping them find finance related jobs and internships before and after their graduation. I created several new programs within the club that boosted membership by 425% and investment banking placements from 3 to 16 YoY.
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Education
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UC Santa Barbara
Bachelor of Arts - BA -
Arizona State University - W. P. Carey School of Business
Master's degree, Finance, General