A Success Story

A young man graduates from a small liberal arts college in Florida, unknown to most in the finance world. Although he has a proven track record as a hard worker and has great integrity, he has few contacts and fewer in the financial services industry. After being turned down by many financial firms and kicking around at a few less than desirable jobs, by chance alone, he meets the president of a large financial services Firm who takes an immediate interest in him and offers him the most entry level position at the Firm.

After years of excellent training, he earns positions of increasing importance for the Firm until he becomes responsible for hiring and training the new employees. Enjoying many great successes in that role, he becomes Head of Sales for the largest sales channel in the Firm. The business thrives under his leadership,

including being the #1 selling annuity Firm for 7 consecutive years and the fastest growing Mutual Fund Firm the industry has ever seen.

Without the chance meeting and without the proper training, the financial services industry would have been void of his leadership and the 100’s of excellent men and women he has trained.

ACCEPTING FINANCIAL DONATIONS AND DONATIONS OF GENTLY USED CLOTHING AND ACCESSORIES.

DEVELOPING THE NEXT LEADERS INC

EIN# 81-1053923

These will be given to those who don’t have any or enough business attire to get started on their next journey.

Traci Lake
Board Member and Secretary
5 Whispering Pine Drive
Westborough MA 01581
TEL: 860.490.2860
FAX: 508.630.0320