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 @ Bordeaux Wealth Advisors
2023 - now Chief Operating Officer @ Bordeaux Wealth Advisors
2014 - 2023 Managing Director, COO @ Coldstream Holdings, Inc.

2009 - 2014 Managing Director, COO @ Threshold Group
2004 - 2009 Chief Operating Officer and Chief Compliance Officer @ Appropriate Balance
2000 - 2004 Business Manager @ Microsoft
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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.

Phil Platt Emails

Found 1 emails

@bordeauxadvisors.com

Phil Platt Phone Numbers

Found 1 phone numbers

+1 425-522-XXXX

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Phillip Platt

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Phil Platt

Volunteer at Habitat for Humanity of Boone County

Dayton, OH, US
5
- gmail.com
- yahoo.com
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- boonehabitat.org
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- +1 719-495-XXXX
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Phil Platt

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Top Bordeaux Wealth Advisors Employees

Phil Platt

Managing Partner, COO, Chief Compliance Officer at Bordeaux Wealth Advisors

Bellevue, WA, US
1
- bordeauxadvisors.com
1
- +1 425-522-XXXX
David Hobbs

Associate Wealth Advisor at Bordeaux Wealth Advisors

San Diego, CA, US
2
- bordeauxadvisors.com
- bordeauxwealthadvisors.com
2
- +1 650-455-XXXX
- +1 650-654-XXXX
Adrian Galer

Finance and Operations Analyst at Bordeaux Wealth Advisors

Kirkland, WA, US
2
- bordeauxadvisors.com
- bordeauxwealthadvisors.com
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- +1 206-877-XXXX

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