Epstein File EFTA01489288: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01489288: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014892881 keyword hits

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This document is a Financial Trust Company Inc. account statement for the period May 1-31, 2010, for an account at 270 Park Avenue, New York, NY 10017-2014. It lists account managers including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), and William Doherty III (Client Service Team), with holdings in equity, cash, fixed income, options, and foreign exchange contracts.

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client Financial Trust Company asset

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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.