Herb Partlow
Experiences Leading to the Development of 401(k) Connect to Protect Inc. and Objectives
EXECUTIVE SUMMARY:
- Career spanning Big 4 accounting firms, financial institutions, and consulting organizations.
- Entrepreneurial with both large institutions and independent business experience.
- Trusted collaborator to Neil Della Torre and contributor to BDG-CPAs.
- Strong foundation in audit, financial systems, and regulatory environments.
- Creative technologist with the ability to bridge complex systems and user experience.
- Experienced in marketing strategy, public relations, and web development.
- Team-oriented contributor supporting innovation and scalable SaaS solutions.
- Focused on supporting growth, market expansion, and long-term value creation.
- Aligned with the objective of a successful liquidity event rewarding contributors.
PROFESSIONAL EXPERIENCE TIMELINE:
1986 – 2018 – Developed a strong financial and analytical foundation across leading global firms and institutions.
- KPMG– Early career development in accounting, audit, and financial analysis.
- Arthur Andersen – Expanded experience in audit, compliance, and financial reporting.
- Deloitte & Touche – Advanced exposure to audit methodologies and risk assessment. Worked in the office of the Vice Chairman of the Northern Pacific Hawaii region as a project analyst.
- Bank of America – Financial operations experience within a large-scale banking institution. Worked in the Office of the Chairman specializing in business process engineering, project management, change management, team building, and internal communications.
- Federal Reserve Bank – Project Management and enterprise-wide system implementations with Insight into regulatory systems and financial oversight.
- LECG – Consulting experience in economic and financial advisory engagements. Served as HR professional and firm’s website manager over a 5-year tenure.
- H. F. Partlow Web Development, LLC – Herb founded H. F. Partlow Web Development in 2012, serving small and medium-sized businesses providing web design and development, internet marketing and SEO services.
This period established a comprehensive understanding of financial systems, audit environments, and institutional operations.
2018 – Present – Collaboration with Neil Della Torre at BDG-CPAs contributing to the development and support of 401(k) Connect to Protect.
- Contributed to the operational and technical framework supporting employee benefit plan audits.
- Actively involved in marketing strategy, public relations, and web development for the platform.
- Supported communication between development, audit professionals, and end users.
401(k) CONNECT TO PROTECT CONTRIBUTION:
The 401(k) Connect to Protect system, designed and DevOp managed by Neil Della Torre, has benefited from Herb Partlow’s involvement in both technical support and market-facing initiatives.
Herb contributes to:
- Marketing strategy and positioning of the SaaS platform.
- Public relations and external communications.
- Web development and digital presence.
- Workflow optimization and user experience improvements.
This involvement supports the platform’s ability to deliver higher quality audits, lower risk, and improved efficiency.
COMMUNITY SERVICE:
- Chairman of the Board of Commissioners, Charleston Housing Authority – Provides governance and oversight for an organization responsible for thousands of housing units and a real estate portfolio estimated in the hundreds of millions of dollars serving the Charleston community.
- Board Member, YMCA of Greater Charleston – Supports community health, youth development, and social responsibility initiatives.
- Board Member, Roper St. Francis Foundation – Contributes to philanthropic efforts supporting healthcare access and community wellness.
2026 AND INTO THE FUTURE:
Herb Partlow continues to support the growth and expansion of 401(k) Connect to Protect.
- Focused on enhancing market awareness and adoption.
- Contributing to ongoing development and user experience improvements.
- Supporting scalability of the platform across broader markets.
- Aligned with the vision of building the platform over the next several years toward a successful liquidity event.
STRATEGIC OUTLOOK:
With a foundation built across KPMG, Deloitte & Touche, Bank of America, and the Federal Reserve Bank, Herb Partlow brings both institutional knowledge and modern execution capabilities.
His combined experience in financial systems, technology support, and market-facing strategy contributes to the continued advancement of 401(k) Connect to Protect as a best-in-class solution.
Herb is committed to contributing to team success and long-term value creation for all stakeholders.
401(k) Connect To Protect ensures that employers are compliant with the regulations set forth by the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Service (IRS). All professionals are extensively trained in the COSO Internal Control Framework. The 401(k) Protect To Connect service mission is to provide Compliance Assurance, Enhanced Plan Integrity, and Stakeholder Confidence.
