Epstein File EFTA01492049: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492049: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014920491 keyword hits

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JPMorgan Private Bank account statement for Financial Trust Company Inc. covering February 1-28, 2011, located at 270 Park Avenue, New York. The document lists account management team members including banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Swetra. The statement provides a table of contents detailing holdings in equity, cash, fixed income, convertibles, options, and other assets with portfolio activity.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Equity

Excerpt 2

4 Gina Swetra **Client** Service Team Cash and Short Term 6 Fixed Income 8 Convertibles 11 Options 13 Other Assets 18 Portfolio Activity 21 Online access

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 2/1/11 to 2/28/11 Asset Account J.P.