Epstein Index›Documents›EFTA01493292
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01493292: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014932921 keyword hits
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This document is a J.P. Morgan account statement for Financial Trust Company Inc., located at 383 Madison Avenue, New York, NY 10179, covering the period July 1-31, 2012. The statement lists client service team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team), and provides account summary, holdings, equity, and cash/fixed income 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.jpmorganonline.com
Excerpt 3
Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY** INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 7/1/12 to 7/31/12 Margin Account J.P.

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