Epstein Index›Documents›EFTA01485901
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01485901: Document from Set 10 (DS10)

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This document is a table of contents from a banking client service team, listing account management materials including banker account summaries, holdings information, and cash and fixed income services. The document references team members Paul Morris, Janet Young, and Gina Magliocco in client service roles. It appears to be internal bank documentation related to client account management and pricing implementation for the second quarter.

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Excerpt 1
Morgan Team Table of Contents Page **Client** News Effective in the second quarter, we will be implementing a Paul Morris Banker Account Summary 2 new pricing
Excerpt 2
In Janet Young **Client** Service Team Holdings cases where we are unable to obtain a current price from Gina Magliocco **Client** Service Team Cash & Fixed Income

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