Epstein Index›Documents›EFTA01491237
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491237: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA014912370 keyword hits
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This document is a J.P. Morgan Securities account summary and client service team roster, effective September 1, 2010. It identifies Paul Morris as a banker, Janet Young and William Doherty III as client service team members for equity and cash/short-term accounts respectively. The document outlines the organizational structure of the Morgan team managing client accounts.

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page **Client** News Paul Morris Banker Account Summary 2 J.P.
Excerpt 2
Morgan Securities LLC Janet Young **Client** Service Team Equity 4 Effective September 1, 2010, J.P.
Excerpt 3
Morgan Securities William Doherty III **Client** Service Team Cash and Short Term 6 Inc.

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