Lindsay Lobao
About Lindsay Lobao
Lindsay Lobao is a Senior Wealth Strategy Associate at UBS, where she has worked since 2007. She holds a BS in Marketing from Roger Williams University and has previous experience at Investors Bank & Trust and Morgan Stanley.
Work at UBS
Lindsay Lobao has been employed at UBS as a Senior Wealth Strategy Associate since 2007. In this role, she has accumulated 17 years of experience in wealth management, focusing on providing strategic financial advice to clients. Her position is based in Peabody, MA, where she contributes to the firm's mission of delivering comprehensive wealth management solutions.
Previous Experience in Financial Services
Before joining UBS, Lindsay Lobao worked at Morgan Stanley as a Client Service Associate for 11 months in 2007 in Danvers, MA. Prior to that, she was employed at Investors Bank & Trust, where she handled Mutual Fund Processing from 2004 to 2005 in Boston, MA. This diverse experience in the financial services industry has equipped her with a solid foundation in client relations and investment processing.
Education and Expertise
Lindsay Lobao completed her Bachelor of Science degree in Marketing at Roger Williams University from 1998 to 2002. She also attended St. Mary Academy Bay View, where she achieved a College/University Preparatory and Advanced High School/Secondary Diploma from 1994 to 1998. Her educational background supports her expertise in wealth strategy and client service.
Background
Lindsay Lobao has a strong foundation in financial services, beginning her career shortly after completing her education. Her initial roles in mutual fund processing and client service have shaped her approach to wealth management. With over two decades of experience in the industry, she has developed a comprehensive understanding of client needs and investment strategies.