Luisa (Franson) Collins Email & Phone Number

MoEngage is an insights-led customer engagement platform that empowers marketers and product owners with AI-driven insights and the ability to instantly turn those insights into cross-channel experiences that customers love. Unlike campaign automation and analytics tools, which force marketers to be more campaign centric - MoEngage empowers marketers to be.

Portland, Maine Area

Portland, Maine Area

Publisher’s Clearing House is a leading digital entertainment and commerce destination for millions of US consumers. PCH combines entertainment and chance to win opportunities to create an environment where consumers are ready to take action. Advertisers can access premium inventory across PCH’s entire portfolio of websites and apps through Publishers.

South Portland, ME

• WEX Inc. is a provider of payment processing and information management services to the United States commercial and government vehicle fleet industry.
• Contributed within the corporate finance department as a contractor to help automate the rebate calculations for all of WEX’s clients.
• As a member of the Process Improvement & Innovation division, helped to extract the sensitive information within each client contract pertaining to their rebate qualifications, and input them into a database that would.

Denver, Colorado

• Personal Capital is a start-up finance company headquartered out of San Francisco, with a large office Denver, CO. This online financial advisor and personal wealth management firm, founded by former Pay-Pal CEO, Bill.
• Milestones and accomplishments include being chosen for a pilot program within the operations department. This includes testing out new and proactive ways, of handling the quickly growing client load.
• As an investment operation professional, this role works directly with on boarding new clients. Primary responsibilities include facilitating and overseeing the establishment of accounts and transfers to PC using.
• On a daily basis, an operations associate handles the cash management function for new clients including wires, ACH, ACAT, Non-ACAT, annuity and 401K transfers.
• Acts as the main liaison between the broker-dealer custodian and all client operational matters. Provide assistance and guidance as clients enroll their new accounts, and transfer their outside assets into same.

Greater Boston Area

• Real Estate Investment Trust (REIT) team member for a global real estate company managing $50.8 billion in assets and securities for the leading institutional and private investors worldwide.
• Primary responsibility is to successfully act as the liaison between the custodian and the client.
• Daily monitoring of the New York Stock Exchange as well as the international exchanges of Singapore, London, Hong Kong, Toronto and Australia.
• Daily, monthly cash and securities reconciliation and trade confirmation on behalf of the client while maintaining compliance at the custodian.
• Monthly, quarterly and yearly reporting, including but not limited to; appraisal, reconciliation, client specific, performance and benchmarks.
• Attaining the goal for each client to outperform their respective benchmarks on a daily, monthly, quarterly and yearly basis.

Reported to the director of Finance and Treasury and VP of AccountingMember of the Accounting department for a $1.5 billion Rhode Island commercial bankDaily maintenance within the Accounts Payable systemEnsured accurate journal entry processing for the bank, along with the sub-companies controlled by BankRI, with extreme attention to detail.Gained Excel.