Max Ortolano Email and Phone Number
Max Ortolano is a Paralegal and Clerking Operations Manager at Paralegal Exchange, Inc..
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Paralegal And Clerking Operations ManagerParalegal Exchange, Inc.Chicago, Il, Us
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Semi-FinalistMcgill International Portfolio Challenge (Mipc) Jul 2024 - Present Selected to 4-person team to represent Illinois Tech in the MIPC and advanced to the international semi-finals. Traveled to Montreal to present our report in front of a panel of judges. Building a report that tackles the challenge’s case of designing a defined contribution retirement savings program with integrated liquidity for the state of Florida. Designed a strategy involving a two Jar approach (Liquid and Illiquid) and investing in a blended portfolio, made of an indirect and direct portfolio, to provide integrated liquidity at a level that provides financial flexibility for its participants without impeding long-term savings accumulation. Built a python program to gather ETF return data from Yahoo Finance and utilized the Ledoit-Wolf Estimator, Black-Litterman Model, and Markowitz’s mean-variance optimization to construct the indirect portfolio from a diversified selection of ETFs. Built a direct investment portfolio by selecting ten public companies and conducting valuation analyses for the companies, utilizing a variety of models including the Dividend Discount Model (DDM), EBITDA Multiple Model, and Free Cash Flow to Firm (FCFF) model. -
Clerking Operations ManagerParalegal Exchange, Inc. Jun 2022 - PresentChicago, Illinois, United States Created a system to track daily assignments to help organize the company’s operations and ensure accountability of every invoice Monitor the company email, prepare incoming assignments for completion, delegate daily tasks and communicate with clients Processed deeds and completed required preliminary Full Payment Certificates and Real Property Transfer Tax Declarations to obtain city and county/state transfer stamps on $100+ million worth of real estate transfers Affix the transfer stamps to the corresponding deed and record. Average 10-15 a week. Other assignments include filing wills, requesting tax records, ordering old declarations and plats of surveys, researching, and obtaining court orders, process serving, and recording various documents Improved operational efficiency through the implementation of various software programs
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Acquisition AnalystRenu Property Management Aug 2021 - Dec 2021Indianapolis, Indiana, United States Analyzed relevant financial and MLS data to provide judgment on certain metrics such as rent value, market value, rehab budget, and property taxes to ultimately obtain a final offer price Submitted and spent $4 million per month on transactions based on the offers generated from underwriting homes in several markets around the U.S. Led intern group in over 35 offers accepted which resulted in completed closings on homes.
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Law & Title ClerkLcps- Law Clerking & Process Serving 2017 - 2020Chicago, Illinois, United StatesDay-to-day activities• File motions in different court houses• Obtain real estate stamps and file deeds and mortgages in multiple counties• Purchase zoning permits, request tax records, and file wills and letters of office• Pick-up and deliver client paperwork• General office workSkill Development- The most valuable skill I developed was the ability to communicate and establish relationships with the city employees that handled the work I brought them. In an environment such as the bustling court house and city hall in downtown Chicago, building personal relationships with the employees had its benefits. Some of those benefits included preferential treatment that saved the business time and true enjoyment of my time because I had meaningful conversations throughout the day. I also developed my organizational skills through handling multiple clients' documents, checks, and other paper work on a daily basis. Additionally, I had to decide the order in which I would complete multiple assignments in many locations with the goal of being as efficient as possible. This aspect of the job helped further develop my time management skills.
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VolunteerChicago Pet Rescue 2017 - 2019Chicago, Illinois, United StatesAt the Chicago Pet Rescue I assisted with cleaning cages, feeding and socializing homeless cats. -
Kitchen ManagerKappa Kappa Gamma Jan 2017 - May 2018Indianapolis, Indiana, United StatesIn this position, I was responsible for overall management of the kitchen including creating the staff schedule, inventory and budget management.Skills utilized in this position:-Leadership-Time & Schedule Management/ Organization skills-Team Building-Problem Solving
Max Ortolano Education Details
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Finance With A Concentration In Asset Valuation And Portfolio Management -
Finance & Chemistry (Double Major), Minor In Mathematics
Frequently Asked Questions about Max Ortolano
What company does Max Ortolano work for?
Max Ortolano works for Paralegal Exchange, Inc.
What is Max Ortolano's role at the current company?
Max Ortolano's current role is Paralegal and Clerking Operations Manager.
What schools did Max Ortolano attend?
Max Ortolano attended Illinois Institute Of Technology, Butler University.
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