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MEMBER PROFILE

 

Blake Patterson

AB

 

Member profile details

Membership level
Nashville Individual
First name
Blake
Last name
Patterson
Title
Vice President- Private Wealth Management
Company
AB
 

XPX ROLE

Leadership Role
President
 

CONTACT INFORMATION

City
Nashville
State
Tennessee
 

PROFILE INFORMATION

Call me when
You are working with business owners/entrepreneurs that need help with pre-transaction planning.
Why I/we support XPX
Our lives are defined by the people we surround ourselves with, not only because their behaviors and habits are contagious, but because when there is a shared level of trust and a sense of community, together we can achieve what's important to us.
Profession
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Financial Modelling
  • Investments
  • Mergers
  • Philanthropy
  • Strategic planning
  • Transaction advisory
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
Professional Certification(s)
CFA
In Business Since
2017
How to contact
Business Focus
M&A | Business Owners and Entrepreneurs | Corporate Executives | Multigenerational Families
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