Rick Samuelson
Connect on LinkedinRick Samuelson
CFO
Upstate South Carolina
About
Mr. Samuelson spent the bulk of his career in investment banking, virtually all of it located in Asia. As an investment banker, he specialized in equity and equity derivatives at both UBS and BNP Paribas. Mr. Samuelson began his career as an analyst and in his final position as a Managing Director, he served as the global head of equity and equity derivatives for both Asia and Japan at BNP Paribas.
After settling in Gig Harbor, Washington in 2008, he focused on angel investing, primarily through the Keiretsu forum. He has invested in more than 25 companies and enjoyed six exits. He currently serves on the Boards of LooprAI and Indicio Tech (board observer) and previously served on the Boards of Kineta, Inc. (KA on Nasdaq) and Bird Buffer, LLC.
Mr. Samuelson holds a BA from Yale, an MA from the Fletcher School at Tufts, and an MBA in finance from the Wharton School. His professional accreditations include the CFA, FRM, FDP, and CAIA designations.
Before FocusCFO
I have served most recently as Managing Partner of SWAN Venture Group. The firm focuses on bringing Japanese capital in US early stage companies. The firm currently has only one fund operating which is closed and no plans to open additional funds.
What attracted you to FocusCFO?
The organization is very professional, values lifelong learning and offers flexible assignments.
At FocusCFO, we help you direct your financial strategy and achieve your goals, giving you the freedom to change your life.
FocusCFO provides expert to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.
Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
Part of Your Team
Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
C-Level Experience
Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
Team Approach
Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.THE VALUE PYRAMID PROCESS
Guiding entrepreneurs on the climb to building sustainable, transferable business value
Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
