Epstein File EFTA01351693: Todd Blanche, Blanche and JP Morgan (DS10)

Epstein Index›Documents›EFTA01351693

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01351693: Todd Blanche, Blanche and JP Morgan (DS10)

General DocumentDate unavailableEFTA013516932 keyword hits

0

views

0

shares

0

reactions

2

persons

3

keywords

6

excerpts

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

Todd Blanche Blanche

🔑 Evidence Keywords

JP Morgan asset client

📋 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