Epstein Index›Documents›EFTA01513126
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513126: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015131261 keyword hits
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This document is a client account summary from Morgan Securities LLC Financial Trust Company, Inc. located at 383 Madison Avenue, New York, NY. It lists the client service team members including Paul Morris (Banker), Janet Young, and Gina Swetra, and provides an overview of account holdings and cash positions. The document appears to be a standard account statement or portfolio summary for a financial trust account.

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Excerpt 1
Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Janet Young **Client** Service Team Holdings Gina Swetra **Client** Service Team Cash &
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Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY**, INC.

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