Epstein Index›Documents›EFTA01499566
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01499566: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA014995660 keyword hits
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This document is a financial account statement or portfolio summary from a banking institution. It lists a service team including Justin Nelson (Banker), Paul Barrett (Investment Specialist), Janet Young, Gina Magliocco (Client Service Team - Cash & Fixed Income), and Jason Grosse (Client Service Team). The document contains sections for Holdings, Equity, and Portfolio Activity with contact information.

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📋 Key Excerpts2

PersonKeyword
Excerpt 1
Team Table of Contents Page Justin Nelson Banker 203/629-3124 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young **Client**
Excerpt 2
Service Team 800/634-1318 Equity 4 Gina Magliocco **Client** Service Team Cash & Fixed Income 6 Jason Grosse **Client** Service Team Portfolio Activity 8 Online

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