Lantern Financial LLC

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Lantern Financial LLC Employees

Employee
Years
Job
Industry
Lyssa Childress Lyssa Childress Sacramento, California Details
Lyssa Childress's Lantern Financial LLC Experience August 2013 - Present
Job Finance and Marketing Specialist at Eye Designs Optometry
Industry Marketing and Advertising
Experience
Eye Designs Optometry  September 2015 - Present
Eye Designs Optometry  April 2015 - Present
Lantern Financial LLC   August 2013 - Present
Brighton House Associates  May 2014 - February 2015
Lantern Financial LLC   June 2012 - May 2014
Girl Scouts of the USA  January 2013 - June 2013
Simmons College Economics Committee   September 2012 - May 2013
Eye Designs Optometry  November 2009 - December 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Teaching, Training, Leadership, Management, Budgets, Project Management, Marketing, New Business Development, Event Planning

Education
Simmons College   2011 — 2013
Bachelor of Arts (BA), Economics, Minor in Environmental Studies, Magna Cum Laude, 3.8 (out of 4.0)

Mira Loma High School   2006 — 2010

Sue Chen Sue Chen Greater New York City Area Details
Sue Chen's Lantern Financial LLC Experience September 2012 - December 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2014 - August 2014
FMV Opinions, Inc.   September 2013 - May 2014
Cohen & Steers  June 2013 - August 2013
Lantern Financial LLC   September 2012 - December 2012
Simmons College Office of Undergraduate Admissions   2010 - 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Social Media, Outlook, Data Analysis, Research, Event Planning, Leadership, Public Speaking, Teamwork, Market Research, Financial Analysis

Education
New York University   2012 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science

Simmons College   2010 — 2014
Bachelor of Arts (B.A.), Economics, International Relations, Psychology

Lynbrook High School   2006 — 2010

Kaitlyn Emerick Kaitlyn Emerick Boston, Massachusetts Details
Kaitlyn Emerick's Lantern Financial LLC Experience September 2013 - December 2013
Job Cash Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  August 2014 - Present
Lantern Financial LLC   September 2013 - December 2013
Change Logic   June 2013 - August 2013
Chinois Orient Bistro   October 2007 - March 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Works well in a team, Budgets, Leadership

Education
Simmons College   2010 — 2014
Economics and Finance

Tomball High School   2006 — 2010
Dipoloma

Anna Levitan Anna Levitan Needham, Massachusetts Details
Anna Levitan's Lantern Financial LLC Experience January 2014 - April 2014
Job .
Industry Writing and Editing
Experience
Jewish Family & Children's Service   January 2015 - April 2015
Lantern Financial LLC   January 2014 - April 2014
Fish & Richardson P.C.   June 2009 - January 2014
North Hill Needham Inc.  2008 - 2010
Needham Council On Aging   June 2008 - August 2008

Skills
Copy Editing, Blogging, Journalism, Creative Writing, Editing, Proofreading, AP Style, Freelance Writing, Photography, Photoshop

Education
Simmons College   2010 — 2014
Bachelor's Degree, Communications: Writing

Lisa J.B. Peterson, CFP® Lisa J.B. Peterson, CFP® Greater Boston Area Details
Lisa J.B. Peterson, CFP®'s Lantern Financial LLC Experience January 2008 - Present
Job FeeOnly, Comprehensive Financial Planning to Help You Reach Your Goals and Fulfill Your Dreams
Industry Financial Services
Experience
Lantern Financial, LLC  January 2008 - Present
Simmons College  June 2013 - Present
Simmons College, Alumnae Association Executive Board   June 2011 - June 2013
Mintz Levin Financial Advisors, LLC  June 2005 - May 2007
Citigate Global Intelligence  2002 - 2005
Kroll  1999 - 2002

Skills
Financial Planning, Financial Counseling, Insurance, Retirement, Investments, Estate Planning, Budgeting, Strategic Financial..., Mutual Funds, Financial Accounting, Wealth Management, Financial Advisory, Finance, Budgets, Asset Allocation, Retirement Planning, Financial Services, Small Business, Holistic Financial..., Personal Financial..., Securities, Business Planning, Entrepreneurship, Investment Advisory, Series 7, Portfolio Management, 401k, Management Consulting, Business Strategy, Blogging, Investment Management, Alternative Investments, Economics, Financial Planners, Leadership, Investment Strategies, Management, Public Speaking, Microsoft Office, Social Media, Nonprofits, Event Planning

Education
Boston University   2005 — 2007
Center for Professional Education - Certification in Financial Planning, Financial Planning

Simmons College   2000 — 2003
Bachelor of Science, Economics, Mathematics

Gordon College   1996 — 1998
N/A, Youth Ministry, Communications

Middleborough High School   1992 — 1996
Diploma, Honors Level Courses

Amy Bliss Amy Bliss Boston, Massachusetts Details
Amy Bliss's Lantern Financial LLC Experience January 2014 - May 2014
Job Associate Consultant at C Space
Industry Public Relations and Communications
Experience
C Space  August 2015 - Present
C Space  September 2014 - Present
Communispace Corporation  September 2014 - June 2015
Communispace Corporation  June 2014 - August 2014
Lantern Financial LLC   January 2014 - May 2014
451 Marketing  January 2014 - April 2014
Coldwater Creek  May 2013 - January 2014
Studio 5  September 2013 - December 2013
Simmons College Writing Center   February 2011 - December 2013
Lantern Financial, LLC  June 2013 - August 2013

Skills
Social Media, Facebook, Coordinating Events, Microsoft Excel, Research, InDesign, Writing, Project Management, General Problem Solving, Microsoft Office 2007, General Office Skills, Customer Service, Microsoft Word, Microsoft PowerPoint, Time Management, Organization, Promotions, Twitter, Instagram, Blogger, Event Planning, Advertising, PowerPoint, Public Speaking, Microsoft Office

Education
Simmons College   2010 — 2014
Bachelor of Arts (B.A.), Communications - Public Relations/Marketing Communications, 3.768 GPA

Jessie Guest Jessie Guest Greater Boston Area Details
Jessie Guest's Lantern Financial LLC Experience May 2009 - August 2009
Job Account Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines  June 2013 - Present
Commonwealth Financial Network  June 2011 - June 2013
Commonwealth Financial Network  June 2011 - July 2012
Invest in Girls   September 2012 - 2012
Fidelity Investments  July 2010 - June 2011
Simmons College Technology Helpdesk   January 2009 - June 2010
Morgan Stanley Wealth Management  January 2010 - May 2010
Lantern Financial LLC   May 2009 - August 2009
Maine State Government   May 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Networking, Investments, Series 7, Finance

Education
Simmons College   2006 — 2010
B.A, Economics

Leah Warren, CFP® Leah Warren, CFP® Greater Boston Area Details
Leah Warren, CFP®'s Lantern Financial LLC Experience May 2008 - August 2010
Job Wealth Planner at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC  December 2013 - Present
Daintree Advisors LLC  August 2010 - December 2013
Lantern Financial, LLC  May 2008 - August 2010

Skills
Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Public Speaking, Estate Planning, Retirement Planning, Strategic Financial...

Education
Boston University   2009 — 2013
Certified Financial Planner, Financial Planning

Simmons College   2005 — 2009
Bachelor of Arts, Economics, Spanish, Magna cum laude GPA: 3.86

Universidad Complutense de Madrid   2006 — 2007
Spanish

Lewis S. Mills High School   2001 — 2005

Priyal Goyal Priyal Goyal Boston, Massachusetts Details
Priyal Goyal's Lantern Financial LLC Experience January 2013 - April 2013
Job Technology Associate at Wellington Management
Industry Computer & Network Security
Experience
TJX  May 2013 - August 2013
Simmons College Advancement Services   September 2012 - May 2013
Simmons College Technology Department   May 2011 - May 2013
Lantern Financial LLC   January 2013 - April 2013
Office of Student Leadership and Activities  September 2010 - May 2012
Simmons College  May 2011 - August 2011

Skills
Leadership, Management, SPSS, Data Analysis, Research, Microsoft Office, HTML, PowerPoint, Project Coordination, Event Planning, Outlook, Microsoft Excel, Social Media, Customer Service, Public Speaking, Nonprofits, Teamwork, Databases, Software Documentation

Education
Simmons College   2010 — 2014
B.S.

Sophia Girls Sr.Sec.School   1996 — 2009
12th

Eileen Mary McDonald Eileen Mary McDonald Greater Boston Area Details
Eileen Mary McDonald's Lantern Financial LLC Experience September 2008 - December 2008
Job Health Information Systems
Industry Hospital & Health Care
Experience
Shriners Hospitals for Children  September 2014 - Present
Mount Auburn Hospital  December 2010 - September 2014
Mount Auburn Hospital  January 2010 - December 2010
Mount Auburn Hospital  July 2003 - December 2010
Mount Auburn Hospital  September 2009 - January 2010
Morgan Stanley Smith Barney  January 2009 - April 2009
Lantern Financial LLC   September 2008 - December 2008

Skills
PowerPoint, Healthcare Information..., Data Analysis, Access, Outlook, Hospitals, Microsoft Office, Database Administration, Healthcare Management, SPSS, Microsoft Excel, Budgets, Microsoft Word, Databases, Medical Terminology, Troubleshooting, Meditech, HIPAA, Analysis, EHR, Medicare, Quality Assurance, EMR, Medical Records, Auditing, HTML, Windows, Health Information..., CPT, Medical Compliance, Social Networking, Healthcare Industry, Clinical Research, Informatics, Medicaid, Health Insurance, Social Media, Software Implementation, Nonprofits, Healthcare, Process Improvement, Research

Education
University of Massachusetts Lowell   2013 — 2017
Master's degree, Information Technology

Simmons College   2005 — 2009
Bachelor's, Mathematics, Economics

Jordan Banach Jordan Banach Boston, Massachusetts Details
Jordan Banach's Lantern Financial LLC Experience February 2014 - May 2014
Job Complex Pricing Analyst, U.S. Marine, MBA Student
Industry Financial Services
Experience
Granite Telecommunications  June 2014 - Present
United States Marine Corps  June 2012 - Present
Lantern Financial LLC   February 2014 - May 2014
Berkshire Hills Regional School District  September 2007 - June 2009

Skills
JavaScript, Python, Microsoft Excel, Economics, Cisco Networking, Dreamweaver, Database Design, Leadership, FrontPage, Propane and Propane..., Expression Web, Maya, Marketing Strategy, Public Speaking, Retirement Planning, Computer Repair, Market Research, Strategic Financial..., Financial Modeling, HTML, Microsoft Office, PowerPoint, Management, Research, Teamwork, Social Networking, Time Management, Social Media, Microsoft Word, Data Analysis, Access, Financial Analysis, Team Leadership

Education
Southern New Hampshire University   2015 — 2016
Master of Business Administration (M.B.A.), Finance, General, Current GPA: 4.0

University of Massachusetts, Amherst   2009 — 2013
Bachelor of Science (B.S.), Resource Economics

Monument Mountain Regional High School   2005 — 2009

Marisa Hezekiah Marisa Hezekiah Greater Boston Area Details
Marisa Hezekiah's Lantern Financial LLC Experience January 2013 - May 2013
Job Recruitment Coordinator at CVS Health
Industry Human Resources
Experience
Seven Step RPO  July 2015 - September 2015
CVS Health  July 2015 - September 2015
Spencer Consulting Limited Partnership   July 2014 - March 2015
Massachusetts Department of Education  April 2014 - April 2014
Metropolitan Boston Housing Partnership  December 2013 - January 2014
SharpShooter Imaging  June 2013 - January 2014
Greater Lynn Senior Services, Inc.   November 2013 - November 2013
Lantern Financial LLC   January 2013 - May 2013
Simmons College  January 2013 - May 2013
Simmons College  January 2011 - January 2013

Skills
Facebook, Social Media, Social Media Marketing, WordPress, Blogging, Event Planning, Public Relations, PowerPoint, Graphic Design, Public Speaking, Advertising, Microsoft Word, Customer Service, InDesign, Press Releases, Photoshop, Illustrator, Social Networking, Pinterest, Adobe Creative Suite, iMovie, Mac, Creative Writing, Photography, Film Production, AP Style, Copy Editing, Copywriting, SmartCall, Direct Sales, Microsoft Office, Editing, Microsoft Excel, Planning & Scheduling, Microsoft Exchange

Education
Simmons College   2009 — 2013
BA, Communications-Integrated Media

Lynn English High School   2005 — 2009
High School Diploma

Laura Surprenant Laura Surprenant Clinton, Massachusetts Details
Laura Surprenant's Lantern Financial LLC Experience September 2011 - December 2011
Job Replenishment Specialist at BJ's Wholesale Club
Industry Retail
Experience
BJ's Wholesale Club  April 2015 - Present
Hannaford Bros. Co.   September 2013 - Present
Hannaford Bros. Co.   July 2013 - August 2013
Hannaford Bros. Co.   March 2012 - June 2013
Simmons College  August 2011 - May 2012
Simmons College  September 2010 - May 2012
Simmons College Center for Academic Achievement   January 2010 - May 2012
Shaw's Supermarkets  February 2007 - January 2012
Lantern Financial LLC   September 2011 - December 2011
Simmons College Dept. of Mathematics, Statistics, and Computer Science   September 2011 - December 2011

Skills
Quantitative Analysis, Critical Thinking, Organizing, Public Speaking, Teamwork, Situational Leadership, Independence, Team Motivator, Highly Adaptable, Statistics

Education
Simmons College   2008 — 2012
BA/BS, Math, Economics

Boston University Summer Institute   2010 — 2010
Training, Biostatistics, A