Cynthia A. KulaSenior Registered Client Service Associate
Cynthia Kula was twenty years old when she started as a book clerk at the Chicago Board Options Exchange. Her years there trained her to keep a cool head amid chaos. After moving to Long Island, she worked jobs in office operations for Merrill Lynch and Shearson Lehman.
She transferred to the Clearwater, Florida branch of Shearson Lehman in 1989, and started with Raymond James and Associates in 1996 as a Registered Sales Assistant in the Downtown Tampa Branch. In 2002, she was promoted to Branch Operations Manager.
It was at the Tampa Branch she met the Nichols/Geegan/King team. In 2018, NGK announced their prospective move to the Carillon offices (where Cynthia now was working as a Client Reporting Analyst), both parties were eager to renew their acquaintance.
Cynthia has devoted a long career to developing efficient business environments that take advantage of the latest and best practices and technologies. As Senior Registered Client Service Associate, one of her main goals is to make sure things go smoothly for both the team as well as their clients.
Cynthia is FINRA Series 7, 9/10, 24, and 63 registered. She lives on the shore of Indian Rocks Beach with her husband, Bruce and two cats, Jazz and Rikki. She enjoys reading, listening to music and watching auto racing.