Brokered CD Underwriting

Raising Deposits for Banks across the U.S.

flexible funding options

Flexible Funding Options

industry expertise

Industry Expertise

distribution channels

Strong Distribution Channels

As a self-clearing firm, D.A. Davidson is responsible for all aspects of the underwriting process. This helps to ensure timely settlement through the Depository Trust Company, wires and high-touch operational support for every deal. Our strong capital position also affords us the ability to underwrite on a firm commitment and best efforts basis, providing you the flexibility that best fits your needs. Our team has over 25 years of experience and will help ensure funding options and structures that will optimize your asset-liability management strategy.

  • The Strength of Distribution

    Our national model utilizes the D.A. Davidson client network as well as multiple distribution channels to achieve your funding goals. We also offer the ability to restrict the sale of CDs in your state footprint to avoid competition with your local / retail customers.

  • Increasing Deposits?

    Brokered CDs are a cost effective source of funding that carry no collateral requirements. Our group focuses on the needs of banks both large and small with deal sizes ranging from $1mm to $250mm per maturity. Flexible options that include Fixed Non-Callable, Fixed Callable and Step-Up Callable structures can be catered to fit your funding needs.

Get in touch with us

To learn more about D.A. Davidson Brokered CD Underwriting, or to receive our rate indications, please contact our group at: [email protected] or directly;


 

 

Dan Fiandaca

Managing Director,
Head of Brokered CD Underwriting
(212) 882-3907
[email protected]

Nathan Wiley

Vice President,
Brokered CD Underwriting
(949) 499-8363
[email protected]

Christopher Lenihan

Vice President,
Brokered CD Underwriting
(949) 499-8366
[email protected]

 

 

Michael Chisari

Managing Director,
CD Sales and Trading
(212) 576-1845
[email protected]

Nicholas Licciardi

Managing Director,
Head of Taxable Fixed Income
(303) 764-6042
[email protected]