Epstein File EFTA01493604: Client and Financial Trust Company (DS10)

Epstein Index›Documents›EFTA01493604

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01493604: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014936041 keyword hits

0

views

0

shares

0

reactions

0

persons

3

keywords

3

excerpts

JPMorgan Private Bank account statement for Financial Trust Company Inc. covering November 1-30, 2012, held at 270 Park Avenue, New York. The account was managed by banker Justin Nelson, investment specialist Paul Barrett, and client service team members Janet Young and Gina Magliocco. The document includes holdings in equity and alternative assets, cash and fixed income positions, and portfolio activity.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts3

PersonKeyword

Excerpt 1

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

Excerpt 2

4 Gina Magliocco **Client** Service Team Alternative Assets 8 Cash & Fixed Income 11 Portfolio Activity 19 Online access www.jpmorganonline.com Please see

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 11/1/12 to 11/30/12 Asset Account J.P.