Epstein File EFTA01488758: Client and Financial Trust Company (DS10)

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Epstein File EFTA01488758: Client and Financial Trust Company (DS10)

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This document is an account statement from Financial Trust Company Inc. for the period ending May 31, 2010, listing Paul Morris as Banker, Jeffrey Matusow as Investment Specialist, Janet Young as Client Service Team member, and William Doherty III as Client Service Team member. The statement includes holdings in equity, cash, fixed income, options, and foreign exchange contracts.

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🔑 Evidence Keywords

client Financial Trust Company

📋 Key Excerpts3

PersonKeyword

Excerpt 1

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 2

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

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT.