Rebecca Yating Liu, CFA

Investment Team at L2 Point
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US

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Christopher Martin

I had the great fortune of working with Rebecca at Wells Fargo, helping to train and see her develop first hand. Without a doubt, she is a quick learner and a pleasure to have on any team. She is as intuitive as she is proactive, which makes her a great asset with little-to-no "hand-holding" needed. As we worked together she was able to create and use her many abilities in a beneficial manner, extremely effecient and hard working. An overall great team member.

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Credentials

  • CFA (Chartered Financial Analyst)
    CFA Institute
    Aug, 2017
    - Nov, 2024

Experience

  • L2 Point
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Team
      • Sep 2023 - Present

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Equity Summer Associate
      • Jun 2022 - Aug 2022

  • Applied Materials
    • United States
    • Semiconductor Manufacturing
    • 700 & Above Employee
    • Senior Manager, Corporate Development, Mergers & Acquisitions
      • Jan 2020 - Aug 2021

    • Corporate Development Manager, Mergers & Acquisitions
      • Jan 2018 - Dec 2019

      Deal announced: Acquisition of Kokusai Electric (Tokyo, Japan) for $3.5 billion

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Consultant, Business Valuation & Modeling, M&A Advisory
      • Feb 2016 - Jan 2018

    • Senior Consultant, Finance Transformation & M&A Integration
      • Apr 2015 - Feb 2016

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Aug 2013 - Jan 2015

Education

  • The Wharton School
    Master of Business Administration - MBA
    2021 - 2023
  • Beijing Foreign Studies University
    Bachelor, Economics
  • University of Rochester - William E. Simon Graduate School of Business Administration
    Master, Finance

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