Epstein Index›Documents›EFTA01503996
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01503996: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA015039960 keyword hits
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A confidential account summary document from Morgan Stanley dated to an unspecified period, listing team members including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team). The document includes portfolio activity information, cash and short-term holdings, and references online account access through MorganOnline.com.

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client** Service Team
Excerpt 2
Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 5 Online access www.MorganOnline.com Page 1 of 8 Confidential Treatment

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