Epstein Index›Documents›EFTA01492945
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492945: Client and Financial Trust Company (DS10)

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This is a JP Morgan account statement for Financial Trust Company Inc. covering the period March 1-31, 2012, located at 383 Madison Avenue, New York, NY 10179. The document lists the client service team including Paul Morris (Banker, 212/464-0701), Paul Barrett (Investment Specialist, 212/622-2770), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team - Cash & Fixed Income). The account is a margin account with portfolio activity and holdings information.

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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 3/1/12 to 3/31/12 Margin Account J.P.

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