Patti Lindblad

Patti Lindblad
FESP Client Manager

3322 West End Building

Suite 620,

Nashville, TN 37203

About me

Background

I’m a Client Manager within the Foundations and Endowments Specialty Practice at Truist, with more than 39 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, I also oversee the administration of accounts.

I 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

To
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