Green’s role transitions to Joel Leibengood
Ted Green at his retirement party.
Reflecting on his 17 years with North Shore Bank, Investment Consultant Ted Green says it is the bank’s culture and the people that he will miss the most in retirement. Ted’s last day is Friday.
“My co-workers and the bank customers” will be missed, Ted said. “North Shore is very client-oriented. We provide a level of service that seems rare today. It’s a great environment, and the people make it the best job I’ve ever had.”
He thanked his “witty, bright, and dedicated” co-workers for making his job such a pleasure.
Erika Milosevich, North Shore Investment Services, CFP-Vice President and Program Manager, said Ted is respected by all and will be missed. “Ted is a great guy and has been a valued co-worker and asset to the bank and his customers,” she said. “He was always willing to pitch in and help.”
Joel Leibengood
Recently Ted has been introducing his clients to Joel Leibengood, who will take over their accounts. Ted said the transition has gone seamlessly, and he’s glad his clients will be in such good hands. “Joel is great! I’ve introduced him to my clients and they seem to get along as if they have known each other for a long time,” he said. “I think people will enjoy working with him and the skills he brings will help them going forward.”
Prior to working for North Shore Bank, Joel was a financial advisor with a Chicago-based advisory firm. He said in his time at North Shore Bank, his colleagues have been extremely helpful in his transition from being a graduate student to a working professional again. “The most rewarding part of this job is going to be helping the clients achieve their goals, and I’m excited to give my best effort.”
He thanked Ted for being a “phenomenal teacher and coach,” whom he has enjoyed learning from. “I wish him a very happy retirement,” he said. He’s also grateful to his strong family support system back home in Indiana.
Erika said Joel, who earned his master’s degree in finance from Purdue University last year, is off to a great start and is “jumping in with both feet.”
In retirement, Ted will help out watching his grandchildren — a 2-year-old and two more in grade school. He and his wife have a few trips planned, and he’s got projects around the house to work on. Add cooking, fishing, walking, golf, and maybe some continuing education opportunities and he will not be bored!
Congratulations to Ted and Joel!