Epstein File EFTA01429748: Client, Pilot and Professional (DS10)
This document is a business proposal or service outline from Passcon describing a client outreach and portfolio management process. The proposal emphasizes client-oriented and professional service delivery, offering detailed individual client portfolio overviews, bi-weekly updates, and a pilot program to test the approach with selected clients. The document references LinkedIn and discusses feasibility and experience credentials related to client portfolio management.
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