Anne Samuel Email and Phone Number
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Lead Equity Research Analyst covering Healthcare IT Sector10+ years of Equity Research experience covering Healthcare IT, Broadline Retail, Apparel/Footwear, Hardline Retail and Medical DevicesMasters and Undergraduate degrees from Tulane University
J.P. Morgan
View- Website:
- jpmorgan.com
- Employees:
- 59438
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Executive DirectorJ.P. Morgan Feb 2021 - Present
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Lead Analyst, Healthcare It - Vp Equity ResearchJ.P. Morgan Oct 2017 - Feb 2021Washington D.C. Metro Area
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Vice President Equity Research - Broadlines, Apparel & FootwearJ.P. Morgan Jul 2011 - Oct 2017Washington D.C. Metro Area• Institutional Investor Magazine #1 ranked team in Retailing/Broadlines and Department Stores in 2017, 2015, 2014 & 2013 (#2 in 2016)• Develop, present and discuss investment strategy to institutional clients and sales• Formulate and support investment thesis by conducting proprietary channel checks • Build and maintain integrated financial models to forecast company and industry performance• Perform market analysis to determine industry trends for coverage companies (“Working out the Lats” athletic piece)• Author and publish research notes for proprietary store work, management meetings, earnings calls, and material events• Analyze promotional calendar for retailers to determine margin implications (i.e. JCP return to “High-Low” pricing)• Present on morning and intraday calls• Speak with management teams to support investment analysis and attend analyst days• Create earnings and margin sensitivity analyses as well as integration analysis for potential mergers• Collect and analyze economic data to determine changes in consumer trends (i.e. SNAP, gas prices, employment)• Lead analyst coverage of SIG• Coverage list includes: BIG, DG, JCP, JWN, KORS, KSS, KORS, M, NKE, OLLI, PVH, RL, ROST, TJX, UA, VNCE
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Equity Research Senior Associate – Hardline RetailFbr Capital Markets & Co. Oct 2007 - Jul 2011Greater New York City Area -
Equity Research Associate – Medical DevicesSuntrust Robinson Humphrey Jan 2007 - Oct 2007Greater New York City Area
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Equity Research Associate – Medical DevicesJanney Montgomery Scott, Llc Oct 2006 - Dec 2006Greater New York City Area
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Investment Banking Analyst - EnergyFerris, Baker Watts, Inc. Aug 2005 - Sep 2006Washington D.C. Metro Area
Anne Samuel Skills
Anne Samuel Education Details
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Finance, General -
Tulane University - A.B. Freeman School Of BusinessFinance, General -
Stone Ridge
Frequently Asked Questions about Anne Samuel
What company does Anne Samuel work for?
Anne Samuel works for J.p. Morgan
What is Anne Samuel's role at the current company?
Anne Samuel's current role is Executive Director Equity Research - Healthcare Technology & Distribution.
What is Anne Samuel's email address?
Anne Samuel's email address is an****@****gan.com
What is Anne Samuel's direct phone number?
Anne Samuel's direct phone number is +121262*****
What schools did Anne Samuel attend?
Anne Samuel attended Tulane University - A.b. Freeman School Of Business, Tulane University - A.b. Freeman School Of Business, Stone Ridge.
What skills is Anne Samuel known for?
Anne Samuel has skills like Valuation, Financial Modeling, Equity Research, Equities, Financial Analysis, Bloomberg, Retail, Investment Banking.
Who are Anne Samuel's colleagues?
Anne Samuel's colleagues are Charles Reid, Jessica Carlson, Sohil Bhatia, Stephanie Beardsley-Buccine, Keerthi Aiyer, 武久緩美, Marco Khalil.
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