Epstein Index›Documents›EFTA01512787
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512787: Client and Financial Trust Company (DS10)

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This is a JPMorgan Private Bank account statement for the period April 1-30, 2010, for Financial Trust Company, Inc., located at 270 Park Avenue, New York, NY. The statement lists the account service team including banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives Janet Young and William Doherty III, and provides account summary, holdings, and transaction information.

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PersonKeyword
Excerpt 1
Morgan Private Bank Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client**
Excerpt 2
Service Team Cash and Short Term 3 William Doherty III **Client** Service Team Portfolio Activity 4 Online access www.MorganOnline.com Transactions cleared
Excerpt 3
**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017 For the Period 4/1/10 to 4/30/10 Margin Account J.P.

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