Epstein File EFTA01513228: Client, Financial Trust Company and Asset (DS10)

Epstein Index›Documents›EFTA01513228

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513228: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015132281 keyword hits

1

views

0

shares

0

reactions

0

persons

3

keywords

4

excerpts

This document is a J.P. Morgan account statement for Financial Trust Company Inc., account Q78805001, covering the period March 1-31, 2012, located at 270 Park Avenue, New York, NY. The statement lists account managers Paul Morris and Paul Barrett, investment specialist, and client service team members Janet Young and Gina Magliocco, and includes account summary, holdings, and portfolio activity sections.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset

📋 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 800

Excerpt 2

/634-1318 Cash & Fixed Income 4 Gina Magliocco **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com Please see disclosures located

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. Q78805001 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/12 to 3/31/12 Asset Account J.P.