Ariel Vuolo
Huntington Station,NY
Summary
Legal and operations professional with experience spanning estate planning, real estate transactions, and tax-driven structuring. Known for analytical rigor, discretion, and the ability to translate complex information into clear, well-documented support for attorneys, CPAs, and clients. Technical and research background strengthens risk analysis, regulatory review, and long-term planning support.
Overview
6
6
years of professional experience
Work History
Founder & Research Analyst
Sorellian Software House
Dix Hills, NY
05.2025 - Current
- Founded and operated independent research firm specializing in financial modeling and macro-market analysis.
- Developed structured financial models to assess market dynamics, risks, and assumptions across asset classes.
- Produced comprehensive research reports synthesizing data, economic indicators, and market narratives for informed decision-making.
Paralegal/Analyst
Okerblom Law Firm, PLLC
Islandia, NY
06.2024 - 10.2025
- Prepared and reviewed trusts, LLCs, and deeds to ensure asset protection and compliance.
- Conducted extensive legal and tax research to guide strategic structuring decisions.
- Collaborated with attorneys and CPAs on estate planning, real estate transactions, and tax matters.
- Managed sensitive client information with precision and confidentiality.
Office Manager & Operations Lead
Stephen J. Vuolo DDS
Garden City , NY
12.2019 - 06.2024
- Directed daily operations, including scheduling, billing, and compliance in a regulated healthcare environment.
- Maintained HIPAA compliance and ensured data integrity across patient and financial systems.
- Implemented process improvements that enhanced operational efficiency and service quality.
Education
J.D. - Law
Touro Law Center
Central Islip05-2029
Bachelor of Science - Physics, Minor: Ethics
Stony Brook University
Stony Brook, NY05-2025
Skills
- Legal Research & Writing
- Estate & Trust Administration
- Real Estate Transactions
- Entity Formation (LLCs, Trusts, Asset-Holding Structures)
- Tax & Regulatory Research
- Document Drafting & Review
- Scenario & Risk Analysis
- Confidential Client File Management
- Financial Modeling
- Market & Macroeconomic Research
- Data Interpretation & Assumption Testing
- Analytical Report Writing
- Economic & Industry Analysis
- Python (Financial & Data Analysis)
- AI-Assisted Research Tools
- Document Management Systems
- Microsoft Office (Word, Excel, Outlook)
- Financial Modeling
- Market & Macroeconomic Research
- Data Interpretation & Assumption Testing
- Analytical Report Writing
- Economic & Industry Analysis
Timeline
Founder & Research Analyst
Sorellian Software House
05.2025 - Current
Paralegal/Analyst
Okerblom Law Firm, PLLC
06.2024 - 10.2025
Office Manager & Operations Lead
Stephen J. Vuolo DDS
12.2019 - 06.2024
J.D. - Law
Touro Law Center
Bachelor of Science - Physics, Minor: Ethics
Stony Brook University