Rob Bardwell Email & Phone Number

Columbus, OH, US

Columbus, Ohio, United States

• Administers independent agency payments and reconciliation automation program and manages data quality and governance through PostgreSQL database, Google BigQuery, dbt core, Qlik and Looker
• Develops and manages a $500k+ monthly payments and end-to-end reconciliation automation process that reduces expense overhead while protecting business relationships by compensating accurately and timely
• Continuously integrates and develops data sources from Google BigQuery into third party vendor systems via API for payments and email statements
• Governs commission and incentive rate models having over fifty custom payment schedules through a PostgreSQL database with secure access control and auditable data
• Improves operational efficiency by developing a script consumed by a process to non-renew insurance policies based on more than five dynamic policy attributes based on business logic
• Delivers business intelligence dashboards in Qlik and Looker for Compliance, Legal, Operations and Finance and Accounting Departments

Columbus, Ohio, United States

Columbus, Ohio, United States

• Led multiple concurrent retirement plan transition projects and teams across sales, finance, IT, legal counsel, compliance, and operations
• Engineered a programmatic ETL framework through Python and SQLite database that reduced data processing time from 45 minutes to seconds, auditable data lineage and significantly improved data quality

• Priced mutual fund and investment product data for Nationwide Enterprise systems using hundreds of different data sources
• Built Excel-based data formatting and calculation solutions increasing data delivery efficiency and accuracy

• Served as Client-facing money-out processing liaison for the State of Florida Deferred Compensation Plan.
• Led operational efficiency and security projects including establishing a secure file transfer protocol between client and Nationwide

• Conducted “on the spot” in-person introductions building rapport, identifying client needs, and providing custom tailored sales consulting service
• Interviewed clients to discover their needs, overcame objections on path to sale, and effectively closed
• Facilitated financial negotiations between clients and employer on site, via telephone and email
• Recorded, organized and protected sensitive client and employer information

Bachelor Of Science - Bs, Cybersecurity And Information Assurance

Bachelor Of Arts - Ba, History And Political Science