North Shore Investment Services won an award at Cetera Financial Group’s Connect18 national conference in San Antonio last month. Based on year-end revenue for 2017, we earned third place among Cetera client banks with gross-revenue assets between $1 billion and $2 billion.
Vice president and program manager Erika Milosevich credited the win to a group effort by her team of investment consultants: Roxanna Bruss, Cetera President’s Club member Jeff Eichel, Ted Green, Jeff Pieters, and Dennis White.
“While this was a true surprise to us, we are so pleased to have reached this achievement after 14 years with Cetera,” Erika said. “It also means real results for the bottom line of the bank and real results for our customers. I am fortunate to have an excellent team.”