Rob Vipperman Email & Phone Number

Columbus, Ohio Area

• Execute daily treasury and corporate bond orders from the portfolio management team in a timely and economic manner. Assist Portfolio Managers in building Bond Portfolios for clients. Provide holdings reports for larger portfolios.• Articulate and provide market and pricing color and trends on treasury and corporate bonds to portfolio managers.• Analyze “cheap” versus “rich” treasury and corporate bond pricing relative to liquidity, curve and spread scenarios based on prevailing and projected market environment.• Manage compliance and regulatory requirements for bond trade executions and allocations.• Monitor accounts for maturities, calls and corporate actions.• Assist portfolio managers and research analysts in analyzing treasury and corporate sectors, as appropriate, for use in the investment decision-making process.• Assist in compiling and analyzing trading metrics for management and compliance reporting, as appropriate. Help Back Office confirm and settle trades (trade resolution).

Gahanna, Ohio

Part-Time Photographer - High School PortraitsFamily PortraitsSports Action PhotographyEvent Photography

Columbus, Ohio

Middle Office - Process/reconcile daily trades. Assure trades settle at contra broker/dealers.
Work with traders to make sure trade process is being done in the most efficient manner.
Helped implement Bloomberg POMs trading system.
Reconcile Daily/Weekly reports for accuracy of trade data.
Help facilitate any new trade procedures. Walk traders through new procedures – update documentation.
Assist our team in pricing all of Nationwide’s held securities at the beginning of each month.
Do a ratings review of all held securities to make sure all holdings have the correct agency rating and make any changes needed.
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Fixed Income Trader. Focus mainly on money markets. Manage various portfolios for daily cash positions. Would buy short-term fixed income products to meet the cash needs of the portfolios.
Most of the funds follow 2a7 rules or Insurance Investment Guidelines.
Work closely with research department in approving new names for our Approved Issuer List.
Was back-up Bloomberg Admin. Helped set-up and test new accounts for smooth order flow.
Completed Bloomberg Product Certification Program. Routinely run reports from Bloomberg, PAM and Business Objects to reconcile positions and maintain compliance.

Phoenix, Arizona

Explain benefits/advantages of trading fixed income securities with Schwab to Investment Managers.Serve as a department resource to provide fixed income guidance and leadership to less experienced employees.Worked with new and existing Investment Managers to identify their fixed income needs from basic to complex investment vehicles.Worked with project managers to help create smooth settlements for trade of complex securities.Worked with trade reconciliation. Work to correct any unsettled tradesAssist Mutual Fund and Equity Trading Desks when trade volumes were high.

Front Ticket Counter/Ground Operations

Rickenbacker Angb, Groveport, Ohio

Mainly worked one weekend a month and several weeks throughout the year on active duty. Made sure maintenance schedules were kept compliant on fighter unit of 30 aircraft. Would assign jobs for on duty guardsmen. Debriefed pilots after missions as to performance or concerns on aircraft.

New York, New York

Fixed income trader’s assistant, created daily offering sheet for sales force. Posted daily trading activity to ledger.Developed strong fixed income analytical skills by researching products for our daily offering sheet.

Worked front Ticket Counter at Port Columbus (CMH).

Port Columbus International

Worked Ground Operations on the ramp at Port Columbus (CMH).

Bachelor, Finance

B.S.B.A, Finance

Education record