Epstein Index›Documents›EFTA01485658
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01485658: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA014856580 keyword hits
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JPMorgan account summary document featuring TurboTax import availability notification and listing account managers Paul Morris (banker, 212/464-0701), Janet Young (client service team, 800/634-1318), and Pauline Esposito (client service team). The document includes sections for account summary, holdings, and cash information.

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page **Client** News TurboTax Import Now Available For Your Investment Paul Morris Banker 212/464-0701 Account Summary 2 Accounts
Excerpt 2
Janet Young **Client** Service Team 800/634-1318 Holdings If you utilize Intuit's TurboTax software, you can now Pauline Esposito **Client** Service Team Cash

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