Epstein File EFTA01492014: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492014: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014920141 keyword hits

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This is a JPMorgan account statement for Financial Trust Company Inc. covering the period February 1-28, 2011, for an asset account at 270 Park Avenue, New York. The statement lists JPMorgan service team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Swetra (Client Service Team), and provides portfolio holdings across equity, cash, fixed income, convertibles, and options.

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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 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 Gina Swetra **Client** Service Team Cash and Short Term 6 Fixed Income 8 Convertibles 11 Options 13 Other Assets 18 Portfolio

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 2/1/11 to 2/28/11 Asset Account J.P.