Epstein File EFTA01490096: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01490096: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014900961 keyword hits

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This document is a JPMorgan Financial Trust Company account statement for the period June 1-30, 2010, located at 270 Park Avenue, New York, NY 10017. The statement lists account manager Paul Morris (212-464-0701), investment specialist Jeffrey Matusow (212-622-7053), and client service team members including Janet Young, William Doherty III, covering equity, cash, short-term fixed income, options, and foreign exchange contracts.

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🔑 Evidence Keywords

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 0000000094.00.0.23.RRRRR.BALER01.20100727 **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