Lindsay Horstman

Lindsay Horstman

Family Wealth Planner at UBS Financial Services

Santa Barbara, California Area

Current
  • Family Wealth Planner at UBS Financial Services
Past
  • Financial Advisor/CSA at Smith Barney
Education
  • Westmont College
Connections
46 connections
Industry
Financial Services

Lindsay Horstman’s Summary

Lindsay Horstman’s Specialties:

Socially Responsible Investing
Women in Transition
Charitable Planning


Lindsay Horstman’s Experience

  • Family Wealth Planner

    UBS Financial Services

    (Financial Services industry)

    April 2008Present (6 months)

  • Financial Advisor/CSA

    Smith Barney

    (Public Company; 10,001 or more employees; C; Financial Services industry)

    January 2004April 2008 (4 years 4 months)


Lindsay Horstman’s Education

  • Westmont College

    20002004


Additional Information

Lindsay Horstman’s Groups:

  •    Westmont Alumni

Lindsay Horstman’s Contact Settings

Interested In:

  • new ventures
  • expertise requests
  • business deals
  • getting back in touch

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