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Patti Lindblad

Patti Lindblad
Vice President FESP Client Manager

3322 West End Ave

Nashville, TN 37203-1000

Patti.Lindblad@truist.com

Phone 615-748-4665

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About me

Background

Patti Lindblad is a Client Manager within the Foundations and Endowments Specialty Practice at Truist, with more than 40 years of financial services experience, serving as a key strategic advisor to new and existing client relationships. In addition to providing clients with deep nonprofit insight and expertise, she also oversees the administration of accounts.

Patti joined the firm in 2013 with a career that has spanned a variety of roles, including accounting/controller, compliance, risk management, and operations management. 

Specialties

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

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