Rebecca Liu

Activist
DISC Type : Cd

Vice President at Bank of America Merrill Lynch

New York, New York, United States

Overview

Rebecca Liu serves as a Vice President and Central COO at Bank of America, specializing in strategy, technology, and transformation within Global Corporate and Investment Banking. Her background includes investment banking in the consumer and retail group and consulting at Capco. She earned an MBA from Duke Universitys Fuqua School of Business.

Based on her professional history, Rebecca demonstrates a commitment to career development and networking. She has been involved in promoting corporate recruiting events, indicating an interest in connecting with emerging talent and expanding her professional circle within the financial services industry.

Rebecca has successfully navigated a career path from consulting to investment banking and into a strategic operational leadership role.

Personality Overview

Value Conscious

Meticulous

Perfectionist

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Banking Transformation
Her current role is centered on strategy, technology, and transformation for Bank of America's Global Corporate & Investment Banking division.
Corporate Operations
As a Central COO, her responsibilities are focused on the strategic and operational management of her division within Bank of America.
Consumer & Retail
She gained significant experience in this sector during her time as both an Investment Banking Associate and Vice President at Bank of America Merrill Lynch.

Media Appearances

Rebecca has no verified media appearances

Work History

4-2025
Vice President at Bank of America Merrill Lynch
2-2025 - 4-2025
Investment Banking Vice President at Bank of America Merrill Lynch
10-2021 - 2-2025
Investment Banking Associate at Bank of America Merrill Lynch
6-2020 - 8-2020
Investment Banking Summer Associate at Bank of America Merrill Lynch
4-2019 - 7-2019
Consultant at Capco

Education

2019 - 2021
Master of Business Administration - MBA from Duke University - The Fuqua School of Business
2012 - 2017
Bachelor of Accounting and Financial Management from University of Waterloo

More Information

Social Presence :

Prographics :

Exp : 6 Location : New York, New York, United States Job Level : Senior Designation : Vice President at Bank of America Merrill Lynch
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Insights For Selling To Rebecca

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rebecca is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Rebecca

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Rebecca move?

  • Their decision making speed is somewhere in the middle.
  • Can Rebecca take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Rebecca

Personality Compatibility


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