Epstein Index›Documents›EFTA01510187
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510187: Client and Financial Trust Company (DS10)

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This is a JPMorgan Private Bank account statement for the period July 1-31, 2011, for Financial Trust Company, Inc., located at 270 Park Avenue, New York, NY. The statement lists the account service team including banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Swetra, and provides account summary, holdings, and portfolio activity.

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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
Excerpt 2
4 Gina Swetra **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 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 7/1/11 to 7/31/11 Asset Account J.P.

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