Epstein Index›Documents›EFTA01510564
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510564: Client and Financial Trust Company (DS10)

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This document is a J.P. Morgan account statement for Financial Trust Company Inc. covering the period May 1-31, 2012, for an asset account located at 270 Park Avenue, New York, NY 10017-2014. The statement includes account management team details with banker Paul Morris, investment specialist Paul Barrett, and client service team members Janet Young and Gina Magliocco, with sections covering equity, cash, fixed income, and portfolio activity.

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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 Magliocco **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.jpmorganonline.com
Excerpt 3
**FINANCIAL** **TRUST** **COMPANY** INC ACCT, 270 Park Avenue, New York, NY 10017-2014 For the Period 5/1/12 to 5/31/12 Asset Account J.P.

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