Epstein File EFTA01492799: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492799: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014927991 keyword hits

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This is a J.P. Morgan account statement for Financial Trust Company Inc. covering the period February 1-29, 2012, for an account located at 383 Madison Avenue, New York, NY 10179. The document lists client service team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service), and Gina Magliocco (Client Service Team). It provides account summaries, holdings information, and portfolio activity details with online access information.

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client Financial Trust Company

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker 212/464-0701 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Equity 4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.MorganOnline.com Transactions

Excerpt 3

Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 2/1/12 to 2/29/12 Margin Account J.P.