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
- 2023 -now Managing Partner, COO, Chief Compliance Officer @
- 2023 -now Chief Operating Officer @
- 2014 -2023 Managing Director, COO @ Coldstream Holdings, Inc.
- 2009 -2014 Managing Director, COO @
- 2004 -2009 Chief Operating Officer and Chief Compliance Officer @ Appropriate Balance
- 2000 -2004 Business Manager @
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. Phil Platt has 1 emails on RocketReach.
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Top Bordeaux Wealth Advisors Employees
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San Diego, CA, US
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