Epstein File EFTA01491971: Client and Financial Trust Company (DS10)

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Epstein File EFTA01491971: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014919711 keyword hits

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This document is a monthly account statement from Financial Trust Company Inc. for the period January 1-31, 2011, located at 270 Park Avenue, New York. The statement lists account holdings managed by J.P. Morgan, with service team members Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service), and Pauline Esposito (Client Service). The account summary includes sections for equity, cash and short-term holdings, fixed income, convertibles, options, and foreign exchange positions.

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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 212/464-0701 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Equity 4 Pauline Esposito **Client** Service Team Cash and Short Term 7 Fixed Income 10 Convertibles 13 Options 15 Foreign Exchange

Excerpt 3

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