About Dave

Dave is a 30-Year Veteran from Wall Street and Silicon Valley. He’s raised over $15 billion for hundreds of companies, created multiple start-ups, and had multiple billion dollar exits.

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The Way of the
Wall Street Warrior

Conquer the Corporate Game
Using Tips, Tricks, and Smartcuts

A humorous and irreverent guide to conquering the corporate game from a Wall Street veteran who went from the proverbial janitor suite to Managing Director at one of the top investment banks in the world. Using tips, tricks, and smartcuts from Dave, learn how to build your career for success.

Publication Date: November 2021

Pre-order now at book retailers below:

An must-read for anyone starting their career in Corporate America. Written with wit and humor, Dave’s book shares valuable insights and lessons that would take a lifetime to learn otherwise. I highly recommend anyone interested in advancing their career read this book.”

Harry Nelis Partner of Accel and former Goldman Sachs banker

Authentic, Unfiltered, Funny! Dave has lived for decades and been wildly successful in the world of Wall Street. This is the unvarnished inside scoop about how to make your way in an unfamiliar world. What I wish I knew 20 years ago!”

Rick Heitzmann Founder and Partner of FirstMark Capital and former Houlihan Lokey banker

Dave learned how to win in investment banking the hard way. Now he is able to share tools that make it easier for budding bankers and other professionals to succeed. He does it in a very imaginative, colorful, and humorous way.”

Frank Baxter Former CEO of Jefferies and U.S. Ambassador to Uruguay
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Career Highlights

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    Advisor

    30-Year Veteran of Wall Street and Silicon Valley; completed over 100 transactions representing over $15 billion of value

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    Entrepreneur

    Founded four companies in asset management, media, strategic consulting, and technology

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    Investor

    Achieved three unicorns with over a billion dollars in value; manage investments in artificial intelligence, commerce, content, entertainment, online advertising, and software

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Education Highlights

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    MBA

    Harvard Business School, General Management

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    B.S. Economics

    University of Pennsylvania
    The Wharton School
    Economics with concentration in Finance

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    B.S. Engineering

    University of Pennsylvania
    School of Engineering and Applied Science
    Systems Science and Engineering with
    concentrations in Manufacturing and Robotics

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    Notable Academic Achievements

    • Graduate of the Jerome Fisher Program in Management & Technology
    • Completed five-year program in four years
    • Graduated with great honors
    • Member of National Engineering Honor Society, Tau Beta Bi

Certifications

TESTIMONIALS

“Dave is the smartest Internet investment banker I know. I have worked with him for many years...”

Harry Nelis
Partner, Accel
Former Goldman Sachs, Perry Capital

“David was a key man on the team at Jefferies that helped me to sell my company - TWICE!”

John Alexander

Trustee Emeritus, Cornell University; Founder, The CBORD Group

“One of the most talented, intelligent and energetic bankers with whom I have worked.”

Joseph Maly

MD, Seaport Global Securities Former Jefferies, Drexel Burnham

“Dave was really one of the most important mentors I’ve ever had professionally. Dave is an incredible manager and teacher...”

Jesse Selnick

CFO, Sight Sciences Former Blackstone, Jefferies

“David is the best. The depth of his knowledge in his space, technical expertise, transactional skills and integrity, are second to none.”

John Chiles

Former MD, Jefferies Former Dean Witter Reynolds

“Far and away, Dave has had a greater impact on my career than anybody I have ever worked with.”

Eric Hu

Director, Corp. Dev., Twilio Former Facebook, Jefferies

“I have gotten to know a number of bankers in the tech sector and worked with several firms; and I can say unequivocally that Dave Liu is among the very best.”

Don Mathis

GM, Comcast NBCUniversal Former AlixPartners, JP Morgan

“I highly recommend David to any entrepreneur looking for guidance on how to build and scale a business.”

Thomas Fang

VP, Roblox Former TrueCar, Jefferies

“I’ve worked with many i-bankers and Dave is by far the best...he’s also a very cool guy and really great to work with. I can’t recommend him any higher.”

Mark Lambert

CFO, FastSpring Former Tellme Networks, Yahoo!

“David is an extremely knowledgeable and creative thinker...he has served as a very trusted and candid source of independent advice...”

Marcus Shen

COO, B-Stock Solutions Former Yahoo!, KKR, CIBC
CARTOONS

The ABC Life - President

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