Ann Trimble Email & Phone Number

United States, Us

Bertner Advisors, LLC provides strategic counsel to senior executives in the health care sector.

New York, Ny, Us

• Responsible for Barclays US healthcare corporate access franchise strategy (biopharma, services, medtech, and tools/dx), generating revenues for the firm• Build and maintain external relationships with corporate executives, industry experts and investors, and internal relationships with equity research, banking, sales and trading• Strategize with companies as to what regions and investors in US/Europe to target for management meetings • Develop content focused pitches for investors, regarding corporate access product• Create content for investors on topical issues, typically with industry experts

New York, Ny, Us

• Analyze relevant issues and provide investment recommendations to clients on specialty pharma companies• Responsible for industry expertise on generic, brand specialty pharma companies and related issues, including regulatory, legal and science; co-coverage on generic pharma companies• Execute research responsibilities on IPOs and initiation of new coverage; provide analysis on M&A/special situations transactions involving coverage companies• Communicate verbally and through writing on a daily basis, with external and internal clients, including sales and trading/risk arbitrage/vol desk, to explain research-related views, gather information and drive business• Build and maintain relationships with specialty pharma management teams and industry experts• Develop, organize and market coverage related events, conference calls, and marketing materials • Selected to participate in Barclays Equities Women’s Advocacy Initiative, a program to foster professional development and advancement for high potential female candidates; completed executive training series

Us

• Coordinate and work closely with other global healthcare equity and credit research teams at the firm, including on joint reports and marketing events, and information sharing• Write reports analyzing company and industry news• Develop and adjust financial forecasts for coverage companies• Gather information on company, regulatory, legal and medical issues, using both secondary and primary resources; maintain relevant databases

Minneapolis, Mn, Us

• Represented managed care organizations, health systems and tax-exempt organizations in mergers and acquisitions and joint ventures, including performing due diligence• Researched, analyzed, wrote memorandums and drafted documents on a variety of matters, including fraud and abuse and anti-referral laws, corporate compliance, tax-exemption matters, medical and pharmaceutical research, Medicare reimbursement, and professional employment• Responsible for working closely with key corporate officers in identifying needs, negotiating objectives and providing innovative solutions