Epstein File EFTA01509969: Client, Financial Trust Company and Asset (DS10)

Epstein Index›Documents›EFTA01509969

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509969: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015099691 keyword hits

0

views

0

shares

0

reactions

0

persons

3

keywords

4

excerpts

This document is a J.P. Morgan account statement for Financial Trust Company Inc., account Q30171005 at 270 Park Avenue, New York, covering January 1-31, 2011. The statement includes account summaries, holdings, cash and short-term assets, and portfolio activity. The account was managed by banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Pauline Esposito.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts4

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 800

Excerpt 2

/634-1318 Cash and Short Term 4 Pauline Esposito **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com For important information

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. Q30171005 270 Park Avenue, New York, NY 10017-2014 For the Period 1/1/11 to 1/31/11 Asset Account J.P.