Cynthia PooleAs Director of Relationship Management and Business Support, Cynthia Poole and her team are the principal contacts for all branches and firms affiliated with Raymond James Investment Services through our Independent Contracting, Professional Partners and Wrap Platform business models.
Cynthia's department is responsible for Relationship Management, including Transitions and Client Services, Training and Development and Marketing.
is originally from Georgia, USA.She holds a Bachelor's Degree in Business Administration from Auburn University.Cynthia
has also completed INSEAD's
Competitive Strategy Executive Education course to compliment her
20+ years' experience in sales and relationship management roles in the financial services industry.In 1983 she joined First Atlanta Bank in Atlanta, which was subsequently purchased by Wachovia, where she completed the Management Associate Training Program receiving accreditation in both credit analysis and non credit services.She
advanced through several positions, moving to Wachovia's
New York office as Vice President, Corporate Banking Division.She joined Chase Manhattan in New York in 1990 where she became Vice President and Sales Manager in the Cash Management Division.Following a career break when she was a full time mother, Cynthia moved to London and joined Citibank International where she developed investment and banking business with private clients.Cynthia joined RJIS in January 2002 as Client Relationship Manager, assumed the role of Head of Business Support in May 2003 and was appointed Director of Business Support in March 2005.Her responsibilities were expanded in October 2006 when she became Director of the Relationship Management and Business Support Department.Cynthia
holds the General Securities and Derivatives Representative qualification as well as the Financial Planning Certificate.She
is an Affiliate of the Securities and Investment Institute
(ASI) and also represents RJIS
on the SII's
Certificate in Investment Management panel and the SII's Certificate Programme Qualifications Assessments Board.