Family Wealth Planner at UBS Financial Services
Santa Barbara, California Area
- Current
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- Family Wealth Planner at UBS Financial Services
- Past
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- Financial Advisor/CSA at Smith Barney
- Education
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- Westmont College
- Recommended
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1 person has recommended Lindsay - Connections
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59
connections
- Industry
- Financial Services
Lindsay Horstman’s Summary
Lindsay Horstman’s Specialties:
Socially Responsible Investing
Women in Transition
Charitable Planning
Lindsay Horstman’s Experience
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Family Wealth Planner
UBS Financial Services
(Financial Services industry)
April 2008 — Present (1 year 4 months)
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Financial Advisor/CSA
Smith Barney
(Public Company; 10,001 or more employees; C; Financial Services industry)
January 2004 — April 2008 (4 years 4 months)
Lindsay Horstman’s Education
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Westmont College
2000 — 2004
Additional Information
Lindsay Horstman’s Groups:
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Westmont Alumni
Lindsay Horstman’s Contact Settings
Interested In:
- new ventures
- expertise requests
- business deals
- getting back in touch
