Patricia J. Hart

Patricia J. Hart

Operations & Compliance Manger

At Capital Planning 

Pattie joined Capital Planning with experience as a Chief Operations and Compliance Officer. She is responsible for managing and improving the operational systems, processes, and policies that support the client service and regulatory compliance. She works closely with senior management to ensure that office operations comply with industry rules and regulations. Pattie is also responsible for planning, organizing, leading, and coordinating the delivery of ongoing internal functions, facility management, vendor relationships, and human resources.

Practice Focus

  • Office facilities and operations
  • Regulatory compliance and reporting
  • Human resources and vendor management

When I Am Not at Work

As an avid outdoor enthusiast, you can find Pattie every weekend exploring something new in Washington. Pattie enjoys participating in monthly running events, cycling the great northwest, and paddle boarding with her boys on Lake Washington. With an educational background in library science, Pattie can be found browsing book isles, researching airplanes and their history, or reading the latest inspiring non-fiction.

Previous Roles or Ventures

Worked as a Chief Operations and Compliance Officer for a registered investment firm in Bellevue, Washington.

Education & Designations

  •  Currently pursuing PHR Certification, HR Certification Institute