SBS, an affiliate of the Healthcare Association of New York State, provides fiduciary advisory and consulting services for employer-sponsored retirement plans.
Idone brings to SBS nearly 20 years of experience at The Hartford and AIG Valic. Prior to entering financial services, she was a certified public accountant with KPMG in Albany, New York, and subsequently served as chief financial officer and senior vice president of Finance at Seton Health System in Troy, New York. Idone has particular expertise in working with nonprofit organizations, specifically on plan design, compliance and participant education.
Idone graduated magna cum laude from the University at Albany with a Bachelor of Science degree in accounting, and holds her FINRA Series 7, 24 and 63 licenses. She is also a certified financial planner and an accredited investment fiduciary.