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Regina Odel

Trader at United Capital Financial Advisers, LLC

Denver, CO , United States

About

Regina Cantwell Odel is currently a Trader at United Capital Financial Advisors, LLC, based in Denver, Colorado. In this role, she is responsible for executing trades and supporting portfolio management activities for the firm's diverse client base, which includes individuals, families, and institutional investors. She focuses on implementing investment strategies across a broad spectrum of asset classes, with particular expertise in equities, fixed income, and mutual funds, reflecting United Capital’s comprehensive wealth management approach.

Before joining United Capital Financial Advisors in November 2023, Regina held several positions at Goldman Sachs Personal Financial Management, progressing from Analyst to Associate between 2020 and late 2023. Her responsibilities included supporting client advisory teams, performing in-depth portfolio analysis, and conducting market research to inform investment decisions. These roles allowed her to develop specialized experience in multi-asset portfolio construction, risk management, and client advisory services within the financial sector.

Regina holds a Bachelor of Science degree in Mathematics with a minor in Economics from Loyola University Maryland. Her quantitative background and analytical skills underpin her strengths in trading and investment analysis, and she is recognized for her methodical approach to managing client portfolios and navigating complex market environments. Regina’s work has contributed to enhancing operational efficiency and investment execution within each organization she has served.

Career History

OrganizationRoleDate RangeDetails
United Capital Financial Advisors, LLCTraderNov 2023 to Present
Goldman Sachs Personal Financial ManagementAssociateJan 2023 to Dec 2023
Goldman Sachs Personal Financial ManagementAnalystJan 2020 to Dec 2023
Charles SchwabSr. Fixed Income SpecialistMay 2016 to Jan 2020
Chapdelaine Tullett PrebonVice PresidentMar 2009 to Apr 2015
Agency Bond Broker, Acted as a liaison between traders. Traded 50mm-200mm daily. Traded Agencies and MBS.
ICAPProduct SpecialistOct 2007 to Oct 2008
Electronic Broker specializing in agency bullets. Monitored the trading over the platform daily.
Wunderlich SecuritiesVice President-Fundamental Capital MarketsSep 2005 to Sep 2007
Capital Institutional ServicesTraderJan 2004 to Sep 2005
Kayne Anderson RudnickFixed Income TraderJan 1999 to Jan 2003
G.X Clarke & CoSalesJan 1997 to Jan 1999

Education

Loyola University Maryland

Bachelor of Science (B.S.), Mathematics, Minor Economics

1993 1997

Others at United Capital Financial Advisers, LLC (9)

NameRoleLocation
Chris Helton
Chris Helton
Sr Research AnalystSeattle, WA , United States
Estefania Torres
Estefania Torres
Senior AnalystDallas, TX , United States
Frank Salb
Frank Salb
Chief Investment OfficerKansas City, MO , United States
J
Jennifer Dang
AnalystUnited States
A
Ashley Heineman
AssociatePlano, TX , United States
Daniel S.
Daniel S.
Senior TraderTX , United States
N
Nick Dumitru
Portfolio AnalystDallas, TX , United States
Nicolas Gonzales
Nicolas Gonzales
AnalystTX , United States
Samuel Okeowo
Samuel Okeowo
Operations SpecialistRoanoke, TX , United States