QNE_p043

QC01242013

FOR BREAKING NEWS VISIT www.queenscourier.com JANUARY 24, 2013 •RISING STARS • THE QUEENS COURIER 43 rising stars JANUARY 31, 2013 H H H H s JOSH FATOULLAH you overcome them? ISABELLAWhat have been your biggest obstacles and how haveThe biggest obstacles have been dealing with new cli- JR Wealth Advisors get straight to the investments. I have overcome this by HLEUNGents who want to rush through the planning process and Founder and President Josh Fatoullah is the founder and president of JR Wealth educating my clients on the importance of a proper com- Manager of Human Resources hensive fi nancial services company. JR Wealth Advisors is positive client experiences in implementing one. Crystal Window & Doorprehensive fi nancial plan and its benefi ts, and by sharing Advisors, a full service wealth management and compre- Systems founded on its core values of honesty, integrity, and unbi- Where do you see your company in the next fi ve ased fi nancial advice. Fatoullah’s areas of expertise include years? Isabella Leung is Manager of Human assisting clients with complex estate planning and I see tremendous growth in my company over the Resources for national manufactur- tax issues, strategies for business owners and real next fi ve years because people are fi nally starting er Crystal Window & Door Systems. estate investors, retirement planning, and plan- to understand the advantages of using a wealth Responsible for compensation, benefi ts, ning for families with special needs children. advisor like myself, who will handle all aspects hiring, training, and compliance issues He believes in a goal focused approach to of their fi nancial lives. Our unrivaled customer for over 300 employees at Crystal’s New wealth management, and provides investment service and unique wealth management pro- York headquarters and factory, Leung advice that is tailored to each unique situation. cess create a fast growing number of loyal also provides guidance for Crystal’s affi li- Fatoullah holds a Bachelor of Business clients, and that’s what we strive for. ated manufacturing and sales offi ces in Administration from the Zicklin School of other regions of the country. Business at Baruch College, maintains his series, What’s the best piece of advice you can In 2012, Leung was promoted and took 7, 24, 63, and 65 registrations with LPL Financial, on the additional responsibility of over- and is also licensed for life and health insur- give to upcoming Rising Stars? seeing the day-to-day operations of the Peak Advisor Alliance. clients, the more you’ll tightly manage costs.Hcompany’s accounting department alongwith the HR function. She works closelywith the Senior VP of Finance for Crystalto integrate accounting and HR issues tomore value you give to youryour core values and principles. TheThe best advice I would give to the upcom-ing rising stars it to never lose sight of ance in New York. He is a member of the Financial Planning Association, Market Technicians Association, Manhattan Chamber of Commerce, Baruch College Alumni Association, and vices offered through LPL tantly, if you love What do you love most about your job?Securities and advisory ser-grow. Most impor- Financial, a registered invest- what you do you’ll I really enjoy working with people, and ment advisor, Member FINRA/ never work a day in Human Resources is very challenging. SIPC your life. People are the company’s most important asset, so it’s vital that we recruit, develop and retain high value employees. I love working with all the talent at Crystal. MICHAEL E. Michael E. Ratner is a partner at Abrams, Fensterman, What motivates you?H RATNER Fensterman, Eisman, Formato, Ferrara & Einiger, LLP. our production staff to resolve a questionWorking at Crystal is like working withfamily. Whether I am working with one oflaw, divorce and other litigation matters.Ratner represents the fi rm’s valued clients in family Partner ly involved in numerous legal organizations and or I am introducing a new program to ourIn addition to practicing law, Ratner is active- Abrams, associations. Since he was admitted to practice in family. It’s a great work environment.president, I can talk with them like they are Fensterman, 2003, Ratner became involved in the Jewish Lawyers Fensterman, Eisman, Association of Nassau. – living, historical or fi ctitious – whoIf you can have dinner with any personRatner continues to serve as an administrator for Formato, Ferrara & the Nassau County Parent Education and Custody would it be? Einiger, LLP Effectiveness program (P.E.A.C.E.), which is designed to I recently read about Marissa Mayer, the educate parents going through divorce and/or separation. new CEO at Yahoo and I was intrigued by He is also a member of the Advisory Board of the Nassau how she prioritizes her responsibilities to Academy of Law. Ratner was also recently appointed to balance family, work and life in general. the Nassau County Bar Association Committee on The work is very demanding, highly com- Grievances. petitive, and I think it would be fascinating He is a member of the Association of Family to talk with her. Court and Community Professionals, as well as a founding member of its New H York Chapter. Ratner is a member of HHIt has been said that there is no higherWhat do you love most about youremotional coeffi cient than that foundjob?tion committees.matrimonial law and commercial litiga-is an active committee member of thethe Nassau County Bar Association and in matrimonial law. My chosen career allows me to help those families and individuals in need during their most trying times. What motivates you? The desire to achieve the best pos- sible outcome for my clients, and most especially, their children. If you can have dinner with any person-living, historical or fi ctitious - H HFrank Sinatra. Over the course of his 60-yearAwards, three Academy Awards, and recordedwho would it be?career, “Old Blue Eyes” won a dozen Grammy 297 singles, while having time to enjoy life with his “Rat Pack” friends, start a record company (Reprise Records), and perform before millions of fans. The stories would be amazing.


QC01242013
To see the actual publication please follow the link above