Epstein File EFTA01489141: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01489141: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014891411 keyword hits

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JP Morgan account statement for Financial Trust Company Inc. (Account Q30171005) covering May 1-31, 2010, managed by Paul Morris (Banker, 212-464-0701), Jeffrey Matusow (Investment Specialist, 212-622-7053), Janet Young (Client Service Team, 800-634-1318), and William Doherty III (Client Service Team). The asset account at 270 Park Avenue, New York shows equity, cash, short-term, fixed income, options, and foreign exchange contract holdings.

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🔑 Evidence Keywords

client Financial Trust Company asset JP Morgan

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Jeffrey Matusow Investment Specialist (212) 622-7053 Holdings Janet Young **Client**

Excerpt 2

Service Team (800) 634-1318 Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 5/1/10 to 5/31/10 0000000333.00.0.23.RRRRR.BALER01.20100610 Asset