⚡IMPACT LEVEL 3 — NOTEWORTHY
Epstein File EFTA01351693: Todd Blanche, Blanche and JP Morgan (DS10)
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This document lists team members involved in wealth planning and client service, including Blanche, alongside Caroline Kitidis, Tazia Smith, and Vahe Stepanian. The document appears to be an internal business record related to wealth management services.
👤 Named in This Document
📋 Key Excerpts6
PersonKeyword
Excerpt 1
Involvement of product experts, helpful and responsive client
service experience
- KCP: Caroline Kitidis, Tazia Smith, Vahe Stepanian
- Wealth Planning: **Blanche**
Excerpt 2
Billionaire entrepreneur; family office, philanthropist
Highly sophisticated investor and trader across all asset classes
One of largest brokerage clients at **JP**
Excerpt 3
**Morgan**; multiple relationships
across the street
Private investor in early stage VC
Deal
description
Prospect recently moved to DB from JPM approximately
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