Cate Rioles

Chief Operating Officer at Whealthcare Planning, LLC

Role
Chief Operating Officer at Whealthcare Planning, Llc
Location
Suffolk County, MA, US
LinkedIn followers
500 followers

About Cate Rioles

Financial ServicesIT Program Management (in a global setting)Back Office OperationalOutsourcing services Program ManagementOverall Management of Large Program ManagerOverall Portfolio ManagementMergers and Acquisitions in Financial ServicesFamily Office technologyTrading System ImplementationsVendor Management

Experience

  1. Chief Operating Officer

    Whealthcare Planning, Llc

    Mar 2020 — Present

Education

  • The University of Manchester

    BA

    1980 — 1984

Skills

  • Financial Services
  • Program Management
  • Risk Management
  • Outsourcing
  • Back Office
  • Sdlc
  • Mergers & Acquisitions
  • Management
  • Human Resources
  • Portfolio Management
  • Business Analysis
  • Vendor Management

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Cate Rioles — Chief Operating Officer at Whealthcare Planning, Llc in Suffolk County, MA, US | Unifers