• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Rick Samuelson

  • CFO
  • Upstate South Carolina

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.

    Other Interests

    • What is your favorite book? Hamlet
    • Who/what is your favorite musical artist/or song? The Emperor Concerto
    • What is your favorite movie? Casablanca

What attracted you
to FocusCFO?

The organization is very professional, values lifelong learning and offers flexible assignments.

Curated insights by Rick Samuelson