Epstein File EFTA01509835: Client and Asset (DS10)

Epstein Index›Documents›EFTA01509835

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509835: Client and Asset (DS10)

Financial RecordDate unavailableEFTA015098351 keyword hits

0

views

0

shares

0

reactions

0

persons

3

keywords

3

excerpts

This is a J.P. Morgan Private Bank account statement for the period September 1-30, 2010, documenting an asset account held at Financial Trust Company Inc. located at 270 Park Avenue, New York. The statement includes a client service team consisting of banker Paul Morris, investment specialist Jeffrey Matusow, and client service representative Janet Young, and provides details on cash, short-term holdings, and portfolio activity accessible through online access.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client asset Financial Trust Company

📋 Key Excerpts3

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 6 Online access www.MorganOnline.com Account Page 1 of 12 Page 4 of 18

Excerpt 3

FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/10 to 9/30/10 **Asset** Account J.P.