Ann Trimble

Ann Trimble Email and Phone Number

Senior Healthcare Advisor at Bertner Advisors, LLC @ Bertner Advisors, LLC
Ann Trimble's Location
New York, New York, United States, United States
Ann Trimble's Contact Details

Ann Trimble personal email

n/a

Ann Trimble phone numbers

About Ann Trimble

Ann Trimble is a Senior Healthcare Advisor at Bertner Advisors, LLC at Bertner Advisors, LLC. She possess expertise in equities, financial modeling, mergers and acquisitions, capital markets, due diligence and 12 more skills.

Ann Trimble's Current Company Details
Bertner Advisors, LLC

Bertner Advisors, Llc

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Senior Healthcare Advisor at Bertner Advisors, LLC
Ann Trimble Work Experience Details
  • Bertner Advisors, Llc
    Senior Advisor
    Bertner Advisors, Llc Feb 2022 - Present
    United States, Us
    Bertner Advisors, LLC provides strategic counsel to senior executives in the health care sector.
  • Barclays Investment Bank
    Director - Healthcare Specialist, Corporate Access
    Barclays Investment Bank Jan 2014 - Feb 2022
    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
  • Barclays Investment Bank
    Vice President - Equity Research Analyst, Specialty Pharmaceuticals
    Barclays Investment Bank Sep 2008 - Dec 2013
    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
  • Lehman Brothers
    Associate - Equity Research Analyst, Specialty Pharmaceuticals
    Lehman Brothers 2004 - Sep 2008
    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
  • Dorsey & Whitney Llp
    Associate - Healthcare Attorney
    Dorsey & Whitney Llp 2000 - 2003
    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

Ann Trimble Skills

Equities Financial Modeling Mergers And Acquisitions Capital Markets Due Diligence Valuation Investments Equity Research Financial Analysis Hedge Funds Investment Banking Finance Portfolio Management Corporate Finance Business Strategy Marketing Strategy Investment Strategies

Ann Trimble Education Details

  • University Of Iowa College Of Law
    University Of Iowa College Of Law
    With Distinction

Frequently Asked Questions about Ann Trimble

What company does Ann Trimble work for?

Ann Trimble works for Bertner Advisors, Llc

What is Ann Trimble's role at the current company?

Ann Trimble's current role is Senior Healthcare Advisor at Bertner Advisors, LLC.

What is Ann Trimble's email address?

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What is Ann Trimble's direct phone number?

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What schools did Ann Trimble attend?

Ann Trimble attended University Of Iowa College Of Law.

What skills is Ann Trimble known for?

Ann Trimble has skills like Equities, Financial Modeling, Mergers And Acquisitions, Capital Markets, Due Diligence, Valuation, Investments, Equity Research, Financial Analysis, Hedge Funds, Investment Banking, Finance.

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