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Jean KunkelClient Service Manager

Jean Kunkel

Client Service Manager

Corporate Headquarters- Port Jefferson

Jean has worked with Sean and Phil out of the New York office for over three decades. Her responsibilities include overseeing asset movement, opening new accounts and updating account information. Jean also assists the advisors with monitoring dividend and interest payments as well as cost-basis information and performs all administrative tasks. She excels at simplifying complex regulations and investment processes for clients, and providing guidance to administrative support professionals.