Epstein File EFTA01417184: Client, JP Morgan and Recruited (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01417184: Client, JP Morgan and Recruited (DS10)

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This document contains a professional biography or resume excerpt describing work experience at Southern Financial, JP Morgan Investment Bank (1998-2002), and Credit Suisse Investment Bank (2002-2014). It references a client situation that was offboarded by Global Markets in late 2016 due to lack of profitability and mentions recruitment by Chip Packard to join a private bank. The document lists relevant securities licenses (Series 7, 9, 10, 24, 63).

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client JP Morgan recruited professional recruitment

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Excerpt 1

Southern Financial - one of the most complicated **client** situations I've seen.

Excerpt 2

**Client** was offboarded by Global markets at the end of 2016 due to lack of profitability.

Excerpt 3

Further internal issues nearly caused us to offboard the **client** completely. **Client** was quite close to Paul and viewed his departure as a negative.