Epstein File EFTA01344574: Todd Blanche, Blanche and Client (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01344574: Todd Blanche, Blanche and Client (DS10)

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This document lists success factors and team members involved in wealth management services, including Caroline Kitidis, Tazia Smith, Vahe Stephanian, Amanda Kirby, and Blanche. The document emphasizes frequent dialogue with principals and family office members.

👤 Named in This Document

Todd Blanche Blanche

🔑 Evidence Keywords

client JP Morgan asset

📋 Key Excerpts5

PersonKeyword

Excerpt 1

Success Factors: frequent dialogue with principal and family office members Teamwork - KCP Caroline Kitidis, Tazia Smith, Vahe Stephanian, Amanda Kirby, **Blanche**

Excerpt 2

finalized in timely manner Significant growth opportunity for asset growth in 2014 Strong existing relationship with banker, multiple meetings/call with **client**

Excerpt 3

and team got him comfortable with global trading capabilities **Client** also liked the focus of the DB platform and KCP model **Client** will trade across all