CDF&M Insurance Consulting Services Professional Services
400 Chesterfield Ctr., Ste. 320 Chesterfield MO 63017 UNITED STATES

CDF&M, as an insurance consultant, will facilitate a strategic discussion with the leadership team (President, Chairman, CFO) to determine what type of risk management program (Directors and Officers Liability, Bond, and Cyber Liability) is appropriate, given the fiduciary responsibilities placed on the board based on various parameters and variables (specifically Enterprise Risk Management or ERM) that could possible affect profitability. CDF&M is led by Frank J. Rebholz III, CPCU with more than 29 years in the insurance industry and understands the unique needs of financial institutions. He has a bachelor's degree from Drake University with majors in accounting and insurance. He also has a Master of Strategic Studies from the United States Army War College. He retired as a COLONEL in June 2012.

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Solutions for my Bank
Consulting & Strategy
Risk Management
Insurance For Bank & Employees
Bond, D&O, E&O, EPL
Cybersecurity Insurance
ICBA Member Years 5