Epstein File EFTA01489800: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01489800: Client and Financial Trust Company (DS10)

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This is a monthly account statement from Financial Trust Company Inc. for the period June 1-30, 2010, for an account located at 270 Park Avenue, New York, NY. The statement identifies Paul Morris as Banker, Jeffrey Matusow as Investment Specialist, Janet Young and William Doherty III as Client Service Team members, and includes sections detailing equity holdings, cash and short-term investments, fixed income, options, and foreign exchange contracts.

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client Financial Trust Company

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PersonKeyword

Excerpt 1

FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/10 to 6/30/10 0000000332.00.0.23.RRRRR.BALER01.20100726 **Client**

Excerpt 2

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 3

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