Sam Waldron
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Sam Waldron Email & Phone Number

Analyst - Investment Strategy at Wilsons Advisory at Wilsons Advisory
Location: Sydney, New South Wales, Australia 7 work roles 3 schools
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Current company
Wilsons Advisory
Role
Analyst - Investment Strategy at Wilsons Advisory
Location
Sydney, New South Wales, Australia
Company size
133 employees

Who is Sam Waldron? Overview

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Quick answer

Sam Waldron is listed as Analyst - Investment Strategy at Wilsons Advisory at Wilsons Advisory, a with 133 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Sam Waldron.

Sam Waldron previously worked as Analyst - Investment Strategy at Wilsons Advisory and Equity Analyst at Amalgamated Australian Investment Group (Aaig). Sam Waldron holds Bachelor Of Commerce - Bcom, Economics, 78.2 Weighted Average Mean (Distinction) from University Of Sydney.

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Wilsons Advisory

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Profile bio

About Sam Waldron

Sam is an Equity Analyst who is experienced in fundamental analysis of equities. He is a graduate of the University of Sydney, studying a Bachelor of Commerce, with majors in Finance and Economics.

Current workplace

Sam Waldron's current company

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Wilsons Advisory
Wilsons Advisory
Analyst - Investment Strategy at Wilsons Advisory
australia
Website
wilsonsadvisory.com.au
Employees
133
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7 roles

Sam Waldron work experience

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Analyst - Investment Strategy

Current
Wilsons Advisory

Sydney, New South Wales, Australia

Jun 2024 - Present

Equity Analyst

Amalgamated Australian Investment Group (Aaig)

Sydney, New South Wales, Australia

• Coverage of Australian equities• Conducted fundamental analysis and valuations, including DCF modelling• Wrote investment insights such as earnings season previews and stock in focus

Jul 2022 - Jun 2024

Investment Analyst

Kauri Asset Management

Sydney, New South Wales, Australia

• Provided coverage, analysis and valuation of US and Australian listed equities

Jun 2021 - Jul 2022

Markets Researcher

Australian Stock Report

Sydney, New South Wales, Australia

• Reported analysis on a company's key drivers, catalysts, downside risks and valuation indicators

Feb 2021 - Jun 2021

Investment Analyst

Usyd Student Managed Investment Fund

Sydney, Australia

• Coverage of IT & Telecommunications sectors• Prepared equity reports, sector reports, annual fund report, DCF intrinsic and relative valuations

Mar 2018 - Nov 2018

Analyst

Macroplan

Sydney, Australia

• Conducted economic models and analyses including population forecasts, trade area &market gap analysis, and economic impact assessments• Co-authored economic reports submitted to local government for rezoning

Feb 2018 - Sep 2018

Intern

Scotiabank

Sydney, Australia

Global Banking & Markets • Worked on pitch books to present to debt investors to raise debt in the Debt Capital Markets• Researched and analysed a clients debt financing, refinancing and capital structuring needs• Clients for major projects I worked on included Victorian Ports Corporation and Transurban

Aug 2017 - Oct 2017
Team & coworkers

Colleagues at Wilsons Advisory

Other employees you can reach at wilsonsadvisory.com.au. View company contacts for 133 employees →

ZJ Zoe Jia Zoe Jia Colleague at Wilsons AdvisoryBrisbane, Queensland, Australia View → MC Mike Cooney Mike Cooney Colleague at Wilsons AdvisoryGreater Sydney Area, Australia View → AB Adam Beu Adam Beu Colleague at Wilsons AdvisoryGreater Brisbane Area, Australia View → AS Ashleigh Symes Ashleigh Symes Colleague at Wilsons AdvisoryBroadbeach, Queensland, Australia View → PT Peter Tebbutt Peter Tebbutt Colleague at Wilsons AdvisoryGreater Sydney Area, Australia View → CB Craig Brown Craig Brown Colleague at Wilsons AdvisoryGreater Sydney Area, Australia View → MM Michael Mcnair Michael Mcnair Colleague at Wilsons AdvisoryAustralia View → SH Sophia Hollingshed Sophia Hollingshed Colleague at Wilsons AdvisoryGreater Sydney Area, Australia View → CT Chris Taylor Chris Taylor Colleague at Wilsons AdvisoryGreater Melbourne Area, Australia View → SC Shane Coster Shane Coster Colleague at Wilsons AdvisoryAustralia View →
3 education records

Sam Waldron education

Bachelor Of Commerce - Bcom, Economics, 78.2 Weighted Average Mean (Distinction)

University Of Sydney

Activities and Societies: Sydney University Business Society, Finance and Banking Society, Sydney Consulting Club, Financial Management.

FAQ

Frequently asked questions about Sam Waldron

Quick answers generated from the profile data available on this page.

What company does Sam Waldron work for?

Sam Waldron works for Wilsons Advisory.

What is Sam Waldron's role at Wilsons Advisory?

Sam Waldron is listed as Analyst - Investment Strategy at Wilsons Advisory at Wilsons Advisory.

Where is Sam Waldron based?

Sam Waldron is based in Sydney, New South Wales, Australia while working with Wilsons Advisory.

What companies has Sam Waldron worked for?

Sam Waldron has worked for Wilsons Advisory, Amalgamated Australian Investment Group (Aaig), Kauri Asset Management, Australian Stock Report, and Usyd Student Managed Investment Fund.

Who are Sam Waldron's colleagues at Wilsons Advisory?

Sam Waldron's colleagues at Wilsons Advisory include Zoe Jia, Mike Cooney, Adam Beu, Ashleigh Symes, and Peter Tebbutt.

How can I contact Sam Waldron?

You can use AeroLeads to view verified contact signals for Sam Waldron at Wilsons Advisory, including work email, phone, and LinkedIn data when available.

What schools did Sam Waldron attend?

Sam Waldron holds Bachelor Of Commerce - Bcom, Economics, 78.2 Weighted Average Mean (Distinction) from University Of Sydney.

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