Epstein Index›Documents›EFTA01510223
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510223: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015102231 keyword hits
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JPMorgan Private Bank account statement for Financial Trust Company, Inc. at 270 Park Avenue, New York, NY, for the period August 1-31, 2011. The statement includes account summary, holdings, equity and cash/fixed income portfolio activity, with client service team members Paul Morris (Banker), Janet Young, and Gina Swetra listed.

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📋 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 Equity
Excerpt 2
4 Gina Swetra **Client** Service Team Cash & Fixed Income 6 Portfolio Activity 8 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 8/1/11 to 8/31/11 Asset Account J.P.

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