Cynthia Poole


Director of Relationship Management and Business Support

Cynthia’s responsibilities include Relationship Management, Systems Training, Wealth Manager Support, Client Support and Marketing. She and her colleagues are the principal contacts for the wealth management practices Raymond James Investment Services supports in the UK. In addition, her team is responsible for all corporate marketing and communications activities.

Born in Georgia, USA, Cynthia holds a Bachelor’s Degree in Business Administration from Auburn University. Cynthia has also completed executive education programmes at the University of Cambridge, Judge Business School (General Management), Northwestern University, Kellogg School of Management (Business Marketing Strategy) and INSEAD (Competitive Strategy), to complement her more than 25 years’ experience in sales, relationship management and marketing roles in the financial services industry.

Cynthia also 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 (CISI). Cynthia is also a Trustee for the CISI Educational Trust and a member of the PIMFA Talent, Inclusion & Diversity Strategic Committee.

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 where she became 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 chairs the Raymond James Pricing Committee and is Executive Sponsor for the Raymond James UK Women Wealth Manager Network.

Cynthia is married with two children, is a pilates enthusiast and has even learned the tricky rules of cricket having watched her son play for many years.

Meet the Team

...

Peter Moores

 

Country Manager, Raymond James UK and Chief Executive Officer, Raymond James Investment Services

...

Cynthia Poole

 

Director of Relationship Management and Business Support

...

Stuart Wright

 

Head of UK Country Management Office and Head of RJIS Dealing, Partnerships & Supplier Risk Management

...

Erin Eckhouse

 

Head of Human Resources UK

...

Naz Islam

 

Chief Financial Officer

...

Anna Pollins

 

Head of Practice Development and Deputy Head of Relationship Management

...

Anthony Scott

 

Head of Business Development

...

Tracy Speechley

 

Head of RJIS Operations

...

Mark de Ste Croix

 

Head of Compliance and Legal

...

David Strydom

 

Head of Technology & Facilities