Epstein File EFTA01512526: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512526: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015125261 keyword hits

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This document is a monthly account statement from JPMorgan Private Bank for Financial Trust Company, Inc., dated March 1-31, 2009, located at 270 Park Avenue, New York, NY. The statement includes account summary, holdings, cash and short-term positions, and portfolio activity information, with identified team members including banker Mary Casey, investment specialist Janet Young, and client service representative William Doherty III. The account is identified as a margin account.

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🔑 Evidence Keywords

client Financial Trust Company

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Morgan Private Bank Team Table of Contents Page Mary Casey Banker (212) 464-0374 Account Summary 2 Janet Young **Client** Service Team (800) 634-1318 Holdings

Excerpt 2

William Doherty III **Client** Service Team Cash and Short Term 3 Portfolio Activity 4 Online access www.MorganOnline.com Account Page 1 of 6 Page 12 of 17

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017 For the Period 3/1/09 to 3/31/09 Margin Account J.P.