Cynthia Poole


Director of Relationship Management and Business Support

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

Career History

Born in Georgia, USA, Cynthia holds a Bachelor’s Degree in Business Administration from Auburn University. Cynthia has also completed Executive Education programs 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 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 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 also co-chairs the Raymond James UK Women Wealth Manager Network.

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 (CISI) and is also a Trustee for the CISI Educational Trust. Cynthia also serves as a mentor to students of the Raymond J. Harbert College of Business, Auburn University.

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.

Meet the Team

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Peter Moores

 

Chief Executive Officer, United Kingdom

...

Cynthia Poole

 

Director of Relationship Management and Business Support

...

Anthony Scott

 

Head of Business Development

...

Mark de Ste Croix

 

Head of Compliance and Legal

...

Stuart Wright

 

Head of Operations and Product Management

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David Strydom

 

Head of Technology & Facilities

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Naz Islam

 

Chief Financial Officer

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Erin Eckhouse

 

Head of Human Resources UK

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Kerry Nicholls

 

Deputy Head of Relationship Management & Training

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Tracy Speechley

 

Deputy Head of Operations

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Mark Filipponi

 

Deputy Head of Technology & Facilities

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