Epstein Index›Documents›EFTA01502493
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01502493: Client and Asset (DS10)

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This is a J.P. Morgan asset account statement for The Haze Trust covering September 1-30, 2013. The document lists the account management team including bankers William Sheridan and Justin Nelson, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. The account is located at 270 Park Avenue, New York, NY and includes equity, cash, fixed income, and portfolio activity information.

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PersonKeyword
Excerpt 1
Table of Contents Page William Sheridan Banker Account Summary 2 Justin Nelson Banker Holdings Paul Barrett Investment Specialist Equity 4 Janet Young **Client**
Excerpt 2
Service Team Cash & Fixed Income 6 Gina Magliocco **Client** Service Team Portfolio Activity 9 Jason Grosse **Client** Service Team Online access www.jpmorganonline.com
Excerpt 3
THE HAZE TRUST ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/13 to 9/30/13 **Asset** Account J.P.

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