Samantha Bloom
About Samantha Bloom
Samantha Bloom is a Wealth Strategy Associate at UBS, where she focuses on tax minimization and estate planning for venture-backed founders. She has a diverse background in client services, marketing, and production assistance, with experience at notable companies such as UBS, Supergoop!, and NBCUniversal.
Current Role as Wealth Strategy Associate
Samantha Bloom currently holds the position of Wealth Strategy Associate at UBS, where she has been employed since 2023. In this role, she plays a significant part in Presidio Partners, focusing on optimizing tax minimization, trust and estate planning, and lending strategies for venture and private equity-backed founders. Her responsibilities include developing tailored wealth strategies that meet the unique needs of high-net-worth clients.
Previous Experience at UBS
Prior to her current role, Samantha worked at UBS as a Client Services Associate for nine months in 2023 in Los Angeles, California. During her tenure, she provided support to clients and assisted in managing their financial needs. This experience laid the groundwork for her transition to the Wealth Strategy Associate position.
Internship Experience at Supergoop! and NBCUniversal
Samantha gained valuable experience as a Brand Managing and Marketing Intern at Supergoop! in 2021, where she worked for three months in New York. Additionally, she served as a Production Assistant at NBCUniversal for one month in 2020 in Los Angeles. These internships contributed to her understanding of marketing and production within the media and cosmetics industries.
Education and Qualifications
Samantha Bloom earned her Bachelor's Degree in Public Relations and Business from the University of Southern California. Her academic background has equipped her with the skills necessary for effective communication and strategic planning in her professional roles.
Leadership in Intern Program
In her current position, Samantha leads the intern program for her team, managing four interns year-round. This role demonstrates her leadership abilities and commitment to mentoring the next generation of professionals in the wealth management industry.