Phil Platt

About Phil Platt

High integrity, high impact, results-driven executive with 19 years of experience providing strategic direction and oversight to ensure organizational growth and success. Proven track record of staying ahead of exponential business growth by building strong teams, proactively solving problems, and delivering results through dynamic strategy, execution, and leadership. Recognized for cultivating a culture that inspires high-performance, values individual contributions, and provides coaching and support to equip individuals and teams with the tools, knowledge, skills, and confidence to achieve challenging goals. Track record of high-achievement, ability to solve large, complex problems and deliver successful results with limited resources. Excel at promoting the development and exchange of ideas between cross-functional teams to create compelling results that accomplish strategic objectives in a constantly evolving landscape. I\'ve been blessed with incredible opportunities to make an impact in Managing Director, COO, CFO, and management roles with leading wealth management, family office, and product development firms. I am curious and empathetic by nature, a natural collaborator, and bring calm thinking and structure to fluid situations. For me, it\'s about helping my team members perform at their best, for each other, our clients, and our shareholders.Focus-Ten Core Soft Skills:1. Integrity2. Vision3. Empathy / EQ4. Team Building5. Coaching and Skill Development6. Business Execution, Partners, Teams & Communities7. Communication8. Collaboration9. Create and Deliver Value for All Stakeholders10. Supporting Health, Wellness, Work-Life BalanceKey Hard Skills Business Growth & Expansion Growing Enterprise Value Building High-Performing Teams Operational Excellence Employee Training & Development Budget & Resource Management Strategic Planning & Execution Creating Policies & Procedures Executive Engagement Conflict & Problem Resolution Cross-Functional Collaboration Improving Systems and Processes Brand Development & Evolution Customer Success & Satisfaction

Experience

1. Director, Business Operations

   Focus Partners

   Jul 2025 — Present · Kirkland, WA, US

   Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.Bordeaux Wealth Advisors merged with Focus Partners Wealth in July 2025.

Education

• Cornell Johnson Graduate School of Management

  MBA, General Management

  1998

• Colorado School of Mines

  BS, Petroleum Engineering

  1991