Samantha Blake

Samantha Blake Email and Phone Number

Vice President of Fund Administration @ PPB Capital Partners
Milwaukee, WI, US
Samantha Blake's Location
Greater Milwaukee, United States
Samantha Blake's Contact Details

Samantha Blake work email

Samantha Blake personal email

About Samantha Blake

Samantha Blake is a Vice President of Fund Administration at PPB Capital Partners. Colleagues describe her as "Sam is an incredible asset to any team. She promotes a spirit of collaboration; she is always connecting with people and building relationships. She is also proactive and has a strong work ethic - I have known her to spend downtime researching topics she isn't familiar with to better understand them. Plus she has a great sense of humor and is downright fun to be around! She is someone you can trust on a personal and professional level to always do the right thing. " and "Sam and I worked together as Leadership on the U.S. Bank Development Network Board as well as Toastmasters! She is collaborative with energy and passion and has a real talent for engagement. Sam is dedicated, hard working, and has a great sense of humor. She always volunteered to take on more and wasn't afraid to be honest and open about opportunities. She's a real asset and I'd welcome the opportunity to work with her again! "

Samantha Blake's Current Company Details
PPB Capital Partners

Ppb Capital Partners

View
Vice President of Fund Administration
Milwaukee, WI, US
Website:
ppbadvisors.com
Employees:
53
Samantha Blake Work Experience Details
  • Ppb Capital Partners
    Vice President Of Fund Administration
    Ppb Capital Partners
    Milwaukee, Wi, Us
  • Umb Bank
    Fund Administrator Iii
    Umb Bank May 2021 - Present
    Milwaukee, Wisconsin, United States
    Creates and prepares client board of directors meeting materials.• Prepares and manages audit calls and request for open and closed end funds.• Analyzes financial data for expense analysis and reporting requirements.• Project lead for oversight of capital streams.• Prepares SEC filings and reports in compliance with updated SEC regulations.• Maintains internal cross department relationships to enhance productivity.
  • U.S. Bank
    Alternative Investments
    U.S. Bank Sep 2019 - May 2021
    Milwaukee, Wisconsin
    Works collaboratively to calculate and disseminate financial and performance information to clients and the investment community. Reconciles all investor contributions and withdrawals and allocates fund level profits to individual investors for preparation and distribution of investors statements. Coordinates fund expense authorizations and analysis.
  • U.S. Bank
    Mutual Fund Administrator
    U.S. Bank Nov 2015 - Sep 2019
    Milwaukee, Wisconsin
    Prepared SEC regulatory filings and financial statements in accordance with the Investment Company Act of 1940 including annual Prospectus/SAI documents, N-PX filings, N-CEN and N-CSR filings, as well monthly and quarterly expense analysis within a multi-series Trust.
  • University Of Wisconsin Milwaukee
    Graduate Advisor Assistant
    University Of Wisconsin Milwaukee Jun 2013 - May 2015
    Milwaukee, Wi
  • Boys & Girls Clubs Of Greater Milwaukee
    Accounting Intern
    Boys & Girls Clubs Of Greater Milwaukee Jun 2014 - Dec 2014
    Greater Milwaukee Area

Samantha Blake Education Details

Frequently Asked Questions about Samantha Blake

What company does Samantha Blake work for?

Samantha Blake works for Ppb Capital Partners

What is Samantha Blake's role at the current company?

Samantha Blake's current role is Vice President of Fund Administration.

What is Samantha Blake's email address?

Samantha Blake's email address is sa****@****ank.com

What schools did Samantha Blake attend?

Samantha Blake attended Uw-Milwaukee.

Who are Samantha Blake's colleagues?

Samantha Blake's colleagues are Ryan Moore, Carson Coyle, John Gray, Ross Wolfe, Joshua Schuette, Jean Nshorirambo, Erin Hayes.

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