Michael Franco

• Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding.
• Ensure all transactions are processed accurately and according to the relevant documentation.
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Review relevant documentation for private equity, real estate, and private debt investments.
• Complete risk analysis to determine if the assets are acceptable for PP Trust to custody (inclusive of IRS guidelines, regulations, and internal polices/procedures).
• Proactively communicate with clients via phone to advise them of the status of their request.
• Quickly remediate any issues or concerns arising from the client contact.
• Ensure all procedures related to client contact are adhered to.
• Under the guidance of senior team members, assist in processing activities related to institutional client conversions and deconversions.
• Under the guidance of senior team members, develop an understanding of processing activities across multiple security types (private equity and real estate).
• Other duties as assigned.

Optimized PC performance through regular updates, patches, and system upgrades.

• Removed malware, ransomware, and other threats from laptops and desktop systems.
• Enhanced system performance by troubleshooting and resolving software, hardware, and network issues.
• Configured hardware, devices, and software to set up work stations for employees.
• Installed new or upgraded hardware and software and coordinated installation and follow-up with user to achieve customer satisfaction.
• Walked individuals through basic troubleshooting tasks.
• Built and installed PCs, telephone systems, wireless networks, and peripheral devices (such as printers, scanners.
• Drive from site to site based on Service now tickets in my region.
• Deal with end users and Networking to resolve issues.
• Image new laptops using SCCM, MECM and Altiris to push software.
• Explain and document technical issues in a clear way to clients.

• Build and install PCs, telephone systems, wireless networks, and peripheral devices (such as printers, scanners, mobile/smart phones) related to desktop infrastructure, in accordance with department standards.
• Offer basic software/hardware troubleshooting of apple devices for clients.
• Provides advice and guidance to colleagues regarding incidents.
• Maintain installed PCs, networks, telephone systems and peripherals with routine maintenance.
• Identify, log, and resolve technical problems with software applications or network systems.
• Identify potential changes and system improvements to present to senior team leaders for consideration and implementation.
• Ensure that work is carried out within agreed service levels and in accordance with department guidelines.
• Create, maintain, and distribute reports of progress to senior leadership.
• Maintain client databases with up-to-date solutions and clear record of activities.
• Handle the escalation of tickets to upper management and basic scheduling for clients iOS devices.
• Tasked with handling Apple repairs; and verify integrity of our part stock.
• Explain and document technical issues in a clear way to clients.
• Use call logging system to accurately record telephone requests.

• Install and maintain network hardware and software on campus.

• Analyze problems, and monitor networks to ensure availability to end users.

• Troubleshoot problems reported by users on campus.

• Set up ghost on sever and network boot all computers for cloning on hard drives in between school terms.

• Install RAM, Video Cards make patch cables and other preventative maintenance related hardware issues.