Epstein File EFTA01509951: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509951: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015099511 keyword hits

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JPMorgan Private Bank account statement for Financial Trust Company Inc. at 270 Park Avenue, New York, NY, covering December 1-31, 2010. The document lists the Morgan Team including banker Paul Morris, investment specialist Paul Barrett, and client service team members Janet Young and William Doherty III responsible for cash and short-term holdings. The statement provides account summary and portfolio activity information.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

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

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and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com For important information regarding your

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 12/1/10 to 12/31/10 Asset Account J.P.