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Richard J. Sample Hired by E. F. Hutton & Company in June of 1982, Rick was trained in the most highly acclaimed (at that time) Financial Services training program on the Street. Heavily focused on the discipline of comprehensive financial planning techniques, the training prepared Rick to begin his career focusing on high net worth individuals and families, as well as closely-held businesses. Rick was able to build a successful practice by developing a "team approach" in working directly with his high net worth client's advisors, including their CPAs and attorneys, in order to deliver a comprehensive investment plan that acted in concert with the tax and estate plan individually developed for the client. He has maintained this discipline in working with corporations, both public and private. By taking the time to understand a company's complex needs, he is able to put together the appropriate team of advisors to meet the company's stringent demands. This puts him in a unique position to help a company understand how to properly appeal to the capital markets, potenial partners as well as outside centers of influence, such as investor relations and market makers for public companies. For the past ten years, Rick has interfaced directly with all aspects of the capital markets arena, from investment bankers to direct sources of capital, and from research analysts to market makers. He has assisted many companies in planning their short, intermediate and long term goals, and has successfully helped companies reach their corporate and capital goals. He's been involved with business plan reviews, operational and resturcturing issues, capital raises and restructures as well as help plan and implement exit strategies and divestitures. Richard Nance Richard is a seasoned leader and Certified Public Accountant (CPA) with extensive experience in driving corporate value. He has a proven track record for identifying and improving on corporate financial issues, working closely with accountants, attorneys, stock exchange personnel and the SEC and a demonstrated ability to direct divisional business units with extensive P&L responsibility for multi-million dollar budgets both domestically and internationally. Richard has been CFO of public and private/entrepreneurial companies . His international experience includes working with divisions and/or subsidiaries in the United Kingdom, Australia, Canada, Peru, Taiwan and Japan and associated customers and vendors. He also works closely with distributors, reps and Global 1000 companies in South Korea and the rest of Europe. Richard is a visionary and decisive manager with a bottom line results-oriented work style. He has a strong business acumen for adjusting to market and financial conditions and a proven talent for change management. He has corporate start-up, rapid growth and turnaround experience, coupled with a 27 year track record in business. Additional work history includes National Bank Examiner with the US Comptroller of the Currency, EVP and head of lending in state and nationally charted commercial banks, Federal Bureau of Investigation (FBI), and the US Navy. He holds memberships in the AICPA and California Society of CPAs and is also licensed to practice in Washington.
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