Jon Feldman

Experience

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  Ivy Insiders

  May 2010 - Aug 2010

  Branch Manager

  Generated $7000 in revenue by creating and operating own branch of Ivy Insiders providing standardized test prep and established a market in the Farmington Valley Area for two following years.Improved 9 students' SAT scores by an average of 240 points through individualized teaching techniques based on students learning preference and diverse approach from employee.

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  RBC

  Jun 2011 - Aug 2011

  Wealth Management Intern

  Produced 3 months of positive returns for Michael J. Jacob's book of clients by researching potential stock purchases, previous company earnings, potential for dividends, current market share, and potential for growth.

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  Epic

  Sept 2012 - Jul 2017

  Project Manager

  Mobile Products Lead Implementer, October 2016 – July 2017 Added mobile products scope to 15 new clients and expanded functionality at 17 additional clients within 60 days of new implementation strategies and functionality presentation at Epic's XGM Conference.Revenue Generation Lead, May 2015 – July 2017 Managed revenue generation success of approximately 1700 project managers across all clients in 50 states and 9 foreign countries.Increased number of clients returning to revenue baselines within 14 days of go-live by 45% by making new integrated audit pre-live, engaging all affected applications. Audit used by all Epic clients.Developed an inpatient level of service calculator to compete with specialized third-party software reducing costs to customers by eliminating need for third party licensing on top of Epic platform. Implementation Consultant/Project Manager September 2012 – July 2017Led client teams through all phases of software implementations by maintaining project plans, collaborating with stakeholders, and delegating resources. Analyzed current state hospital workflows and process identifying areas for improvement driving higher productivity, enhanced quality of provided care, and improved financial success.Drove multi-hospital organizations to normalize 90% of decisions standardizing care across healthcare continuum reducing overall build, maintenance, and FTE requirements to support system configurations.Returned 100% of clients to baseline key performance indicator levels within one month; all clients saw improvement across baselines over six-month to one-year span boosting revenue and regulatory compliance. Show less

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  Goldman Sachs

  Jun 2018 - Aug 2018

  Private Wealth Management Summer Associate
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  Goldman Sachs

  Jul 2019 - Feb 2023

  Private Wealth Advisor

  Private Wealth Advisor to high net worth individuals, families, and institutions.LGBTQ+ Council Member

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  J.P. Morgan Private Bank

  Feb 2023 - now

  Vice President, Banker at J.P. Morgan Private Bank

  “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively " JPMCB " ) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ( " JPMS " ), a member of FINRA and SIPC . Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http:// www.jpmorgan.com/pages/disclosures/email . The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. " Likes " , " Favorites " or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: Show less