Epstein File EFTA01499935: Document from Set 10 (DS10)

Epstein Index›Documents›EFTA01499935

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01499935: Document from Set 10 (DS10)

General DocumentDate unavailableEFTA014999350 keyword hits

1

views

0

shares

0

reactions

0

persons

1

keywords

2

excerpts

Account service team directory and table of contents for an investment account, listing multiple client service representatives including Justin Nelson (Banker), Paul Barrett (Investment Specialist), Janet Young, Gina Magliocco, and Jason Grosse with their respective contact numbers and service areas covering equity, cash, and fixed income. The document provides contact information for account management and portfolio services.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client

📋 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