Epstein File EFTA01510149: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510149: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015101491 keyword hits

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This is a financial account statement from J.P. Morgan Financial Trust Company for the period June 1-30, 2011, located at 270 Park Avenue, New York, NY. The document lists account managers including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team Equity), Gina Swetra (Client Service Team Cash & Fixed Income), and Pauline Esposito (Client Service Team Portfolio Activity), along with online access information.

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🔑 Evidence Keywords

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 Equity

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4 Gina Swetra **Client** Service Team Cash & Fixed Income 5 Pauline Esposito **Client** Service Team Portfolio Activity 7 Online access www.MorganOnline.com For

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/11 to 6/30/11 Asset Account J.P.