"CD Funding is much more than just building and distributing our monthly proprietary offering. CD Funding provides “best in class” training, knowledge, and service to our team, and their dedication is second to no one in our industry. Our advisors and program have benefited greatly from the partnership with CD Funding. Thanks to the ongoing efforts of CD Funding, I take comfort in knowing our advisors are well educated and trained to position and recommend Market-Linked CDs with current clients and prospects."
PROGRAM MANAGER, SENIOR VICE PRESIDENT
IBERIA BANK FINANCIAL SERVICES, LLC
CLIENT SINCE 06/2010