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Cate Rioles is currently the Chief Operating Officer at Whealthcare Planning, LLC and the Co-Owner of Craft and Cru. Previously, Rioles held various senior vice president roles at Fidelity Investments, specializing in private wealth management, IT transformation, and self-clearing services. Rioles also served as the Head of Technology & Program Management at Fidelity Investments - HR Access. Rioles graduated with a BA in American/United States Studies from The University of Manchester in 1984.