Epstein Index›Documents›EFTA01500010
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01500010: Document from Set 10 (DS10)

General DocumentDate unavailableEFTA015000100 keyword hits
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Account service team directory and table of contents listing multiple client service representatives including Justin Nelson (Banker), Paul Barrett (Investment Specialist), Janet Young, Gina Magliocco, and Jason Grosse with contact information and service areas covering account summary, holdings, equity, cash and fixed income, and portfolio activity.

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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 7 Jason Grosse **Client** Service Team Portfolio Activity 10 Online

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