Epstein File EFTA01509391: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509391: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015093911 keyword hits

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JPMorgan Private Bank account statement for Financial Trust Company Inc. covering September 1-30, 2009, held at 345 Park Avenue, New York. The account (Q30171005) was managed by banker Mary Casey and client service team members Janet Young and William Doherty III. The document provides account summary, holdings, and portfolio activity information accessible through JPMorgan's online platform.

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🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Morgan Private Bank Team Table of Contents Page Mary Casey Banker (212) 464-0374 Account Summary 2 Janet Young **Client** Service Team (800) 634-1318 Holdings

Excerpt 2

William Doherty III **Client** Service Team Cash and Short Term 4 Portfolio Activity 7 Online access www.MorganOnline.com Account Q30171005 Page 1 of 13 Page

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. Q30171005 345 Park Avenue, New York, NY 10154-1002 For the Period 9/1/09 to 9/30/09 Asset Account J.P.