Epstein File EFTA01499697: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01499697: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA014996970 keyword hits

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This document is a client account summary from a financial services provider listing multiple bankers and investment specialists with contact information. Named individuals include Justin Nelson (banker, 203/629-3124), Paul Barrett (investment specialist, 212/622-2770), Janet Young (client service team), Gina Magliocco (client service team), and Jason Grosse (client service team). The document provides portfolio management contact details and online access information for cash, fixed income, and equity holdings.

👤 Named in This Document

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🔑 Evidence Keywords

client

📋 Key Excerpts2

PersonKeyword

Excerpt 1

Banker 212/464-1321 Account Summary 2 Justin Nelson Banker 203/629-3124 Holdings Paul Barrett Investment Specialist 212/622-2770 Equity 4 Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Cash & Fixed Income 9 Gina Magliocco **Client** Service Team Portfolio Activity 12 Jason Grosse **Client** Service Team Online access