Epstein File EFTA01510078: Client, Financial Trust Company and Asset (DS10)

Epstein Index›Documents›EFTA01510078

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510078: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015100781 keyword hits

1

views

0

shares

0

reactions

0

persons

4

keywords

4

excerpts

This is a J.P. Morgan account statement for Financial Trust Company Inc. at 270 Park Avenue, New York, NY, covering April 1-30, 2011, classified as an asset account. The account team included banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Pauline Esposito, with holdings in equity, cash, and fixed income positions.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset classified

📋 Key Excerpts4

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 Equity

Excerpt 2

4 Pauline Esposito **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.MorganOnline.com For important information regarding

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT, 270 Park Avenue, New York, NY 10017-2014 For the Period 4/1/11 to 4/30/11 Asset Account J.P.