Phil Platt Email & Phone Number
Managing Partner, COO, Chief Compliance Officer @ Bordeaux Wealth Advisors
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Phil Platt Location
- Bellevue, WA, US
Phil Platt Work
- Managing Partner, COO, Chief Compliance Officer @ (May 2023 - Present)
- Chief Operating Officer @ (May 2023 - Present)
- Managing Director, COO @ Coldstream Holdings, Inc. (April 2014 - May 2023)
- Managing Director, COO @ (May 2009 - April 2014)
- Chief Operating Officer and Chief Compliance Officer @ Appropriate Balance (May 2004 - April 2009)
- Business Manager @ (June 2000 - May 2004)
Phil Platt Skills
- Accountability
- Business Process Outsourcing (BPO)
- Business Strategy
- Change Management
- Client Focus
- Coaching & Mentoring
- Collaborative Problem Solving
- Corporate FP&A
- Cross-functional Team Leadership
- Cross-team Collaboration
- Decision-Making
- Empathy/EQ
- Interdisciplinary Collaboration
- Interpersonal Communication
- Leadership
- Management
- Mergers & Acquisitions (M&A)
- Operational Excellence
- P&L Management
- Performance Management
- Policies & Procedures
- Problem Solving
- Process Improvement
- Project Management
- Regulatory Compliance
- Strategic Planning
- Team Building
- Teamwork
Phil Platt Summary
- Phil Platt, based in Bellevue, WA, US, is currently a Managing Partner, COO, Chief Compliance Officer at Bordeaux Wealth Advisors. Phil Platt brings experience from previous roles at Bordeaux Wealth Advisors, Coldstream Holdings, Inc., Threshold Group and Appropriate Balance. With a robust skill set that includes Accountability, Business Process Outsourcing (BPO), Business Strategy, Change Management, Client Focus and more. Phil Platt has 1 emails on RocketReach.
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