Epstein File EFTA01509228: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509228: Client, Financial Trust Company and Asset (DS10)

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This document is a J.P. Morgan Private Bank account statement for Financial Trust Company Inc. (Account Q30171005) covering April 1-30, 2009, located at 345 Park Avenue, New York. It includes account summary information, holdings, portfolio activity, and identifies Janet Young and William Doherty III as client service team members managing the asset account.

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🔑 Evidence Keywords

client Financial Trust Company asset

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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 4 Portfolio Activity 7 Online access www.MorganOnline.com Account Q30171005 Page 1 of 12 Page

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. Q30171005 345 Park Avenue, New York, NY 10154-1002 For the Period 4/1/09 to 4/30/09 Asset Account J.P.