Epstein File EFTA01510382: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510382: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015103821 keyword hits

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This is a financial account statement from Financial Trust Company Inc. for the period December 1-31, 2011, for an account located at 270 Park Avenue, New York, NY 10017-2014. The document includes account summaries, holdings information, and portfolio details prepared by the Morgan Team, including bankers Paul Morris and investment specialists, with client service team members Janet Young and Gina Magliocco listed.

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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 Alternative

Excerpt 2

Assets 4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.MorganOnline.com Please see disclosures located

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 12/1/11 to 12/31/11 Asset Account J.P.