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This profile was last updated on 5/31/12  and contains information from public web pages and contributions from the ZoomInfo community.

Director of Relationship Manageme...

RJIS
 
Background

Employment History

Education

  • Bachelor's Degree , Business Administration
    Auburn University
45 Total References
Web References
Cynthia Poole, Director of ...
www.hu.grayling.com, 31 May 2012 [cached]
Cynthia Poole, Director of Relationship Management and Business Support at RJIS, said: "We and our colleagues in Capital Markets are looking to build on our successful business models and increase the market's awareness of the broad spectrum of services we offer. Grayling's understanding of our proposition and the financial services media made them a natural partner for us."
The account will be led by Sophia Harrison, Director of Grayling's Financial and Professional Services team, reporting into Cynthia Poole, Director of Relationship Management and Business Support at RJIS and to Mark Abbott, Director of European Equities, Raymond James Capital Markets.
Raymond James Investment Services | Management Team
rjis.co.uk, 15 Nov 2012 [cached]
Cynthia Poole Director of Relationship Management and Business Support
...
Born in Georgia, USA, Cynthia 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 25+ years' experience in sales, relationship management and marketing roles in the financial services industry.
Cynthia started her career at First Atlanta Bank, 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 then joined Chase Manhattan in New York where she became Vice President and Sales Manager in the Cash Management Division. Following a career break to be a full time mother, Cynthia joined Citibank International in London where she developed investment and banking business with private expatriate clients.
Cynthia joined Raymond James Investment Services in 2002 as Client Relationship Manager, assumed the role of Head of Business Support in 2003 and was appointed Director of Business Support in 2005. Her department was expanded in 2006 to include the marketing function at which point Cynthia became Director of Relationship Management and Business Support. Cynthia also chairs the Raymond James Pricing Committee.
Cynthia holds the General Securities and Derivatives Representative qualification as well as the Financial Planning Certificate. She is a Chartered Member of the Chartered Institute for Securities and Investment and also represents Raymond James on the CISI's Certificate in Investment Management Panel, the CISI's Certificate in Securities Panel and the CISI's Certificate Programme Qualifications Assessments Board.
Cynthia is married with 2 children, is a pilates enthusiast and has even learned the tricky rules of cricket having watched her son play for many years.
IntelliFlo - IntelliFlo launches Raymond James Valuation service
www.intelliflo.com, 10 Oct 2011 [cached]
Cynthia Poole, Director of Relationship Management and Business Support at Raymond James added:
Cynthia Poole, Raymond ...
www.RJIS.co.uk, 3 July 2012 [cached]
Cynthia Poole, Raymond James' Director of Relationship Management, notes "We are pleased to add the HSBC onshore bond solution to the range of wrappers available on our platform.
...
Cynthia Poole, Director of Relationship Management and Business Support 020 7151 3091 Cynthia.poole@raymondjames.com
Morningstar U.S. | News Archive
corporate.morningstar.com, 19 Jan 2012 [cached]
“Morningstar’s introduction of independent, forward-looking qualitative research and ratings for investment trusts will be welcomed by RJ planners,†said Cynthia Poole, director of relationship management and business support at Raymond James Investment Services Ltd. “It is particularly valuable that the research rounds out the ability for our advisers to provide truly vehicle-agnostic recommendations to their clients well ahead of the RDR obligation to do so.â€
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