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integration?lid=01N30000000D9Di&e... 7/11/2019 EFTA_00147933 EFTA01282067 KYC Print Page 25 of 26 M. Case Comments Created By Date Comments Amanda Kirby 10/11/113 9:21 AM Need to done to make 2 new KYCs ONSHORE APPROVALS Cent Facing Professional (CFP): Paul Morris ;Signature) Paul Morris 10/3/20
noal career in 1976 as an options trader at Bear Stearns and became a parbwri n 1980. In 1982, Epstein founded his own financial management firm, ). Epstein & Co., managing the assets of clients with more than a billion in net worth. In 1996, Epstein changed the reme of hi firm to The financial Trust Company a
i&eid=50060... 11/-1 8/2013 DB-SDNY-0016673 EFTA_001644 I 9 EFTA01295131 KYC Print Page 28 of 29 M. Case Comments Created By Date Comments Amanda Kirby 10/11/2013 9:21 AM Need to clone to make 2 new KYC's ONSHORE APPROVALS Client Facing Professional (CFP): Paul Morris "Signature) >au! Morris
ial career in 1976 as an options trader at Bear Stearns and became a partneri n 1980. In 1982, Epstein founded his own financial management firm, ). Epstein & Co., managing the assets of clients with more than a billion in net worth. In 1996, Epstein changed the name of his firm to The Financial Trust Company
From: on behalf of Sent: To: Subject: Attachments: Deena Thakur PWM 8IS-Research [[email protected] 8/14/2013 5:34:42 PM Amanda Kirby 8IS Research -1. Epstein & Co. **UPDATED** Ill J. Epstein & Co.pdf Classification: For internal use only Hi Amanda, Please see the revised researc
f Sent: To: Subject: Attachments: Deena Thakur PWM 8IS-Research [[email protected] 8/14/2013 5:34:42 PM Amanda Kirby 8IS Research -1. Epstein & Co. **UPDATED** Ill J. Epstein & Co.pdf Classification: For internal use only Hi Amanda, Please see the revised research (R0c/PCR updated) for the ab
Entities connected to both Amanda Kirby and Epstein & Co.

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Paul Morris
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