Cynthia Poole

Born in Georgia, USA, Cynthia Poole 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 of 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 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 (CISI) and also represents Raymond James on the CISI’s certificate in investment management panel and the CISI’s international certificate in wealth management panel. Cynthia also serves as a mentor to students of the Raymond J. Harbert College of Business, Auburn University.

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.