Dimitrios Roumeliotis

Experience

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  LivingSocial

  Sept 2012 - Dec 2012

  Research Intern

  - LivingSocial was acquired by Groupon in 2016. LivingSocial was valued at $6 Billion at its peak- Reported on trends in price/night and $1,250-$1,500 price point peaks for “Escapes” flight-inclusive tours - Found adding second departure city to flight-inclusive tours increased average revenue per deal by $14,478. Presented findings to “Escapes” senior management team- Recommended signing more flight-inclusive “Escapes” tours with average revenue over $40,000 to Ireland, China, and Oceania for 9-10 nights in $1,500-$1,750 price point range - Conducted competitive analysis on Groupon’s Mexico “Getaways” vs. LivingSocial’s Mexico “Escapes” Show less

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  U.S. Department of Commerce

  Jun 2013 - Aug 2013

  International Trade Administration, Budget Analyst

  - Produced a $270 million budget for FY13 for U.S. and Foreign Commercial Service (FCS)- Analyzed weekly and monthly budget reports based on current and projected spending for FCS program offices- Completed Foreign Commercial Service F3Q 2013 Executive Summary for review by Budget Director for Office of International Operations (OIO) and analyzed currency fluctuations across 9 FCS program office

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  Merrill Lynch

  Sept 2013 - Nov 2013

  Global Wealth and Investment Management Intern

  - Supported J.C. McKnight, named one of Barron's Top Wealth Advisors nationally - Internship was part-time during my studies at Georgetown University - J.C. McKnight has 30 years of experience as a Wealth Advisor and was named to Forbes Magazine's list of Best-In-State Wealth Advisors for the District of Columbia - Worked directly with Thompson Reuters to bring a live feed of price data into the grid to update automatically, enabling seamless comparison of price objectives to market prices- Provided technical analysis for various securities using relative strengths data from Dorsey Wright & Associates Show less

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  RBC Capital Markets

  Jun 2014 - Aug 2014

  Investment Banking Summer Analyst

  - Conducted extensive research and developed client-facing presentations for 10+ projects in healthcare sector- Served as lead analyst on buy side M&A transaction for healthcare services company with ~$1.4b annual revenue- Provided valuation and benchmarking of behavioral health sector for ~$125 million sell-side M&A deal- Evaluated 10 strategic acquisition opportunities and completed two deep dives for a large pharmaceutical company

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  Deutsche Bank

  Aug 2015 - Sept 2021

  - Institutional Equity Sales- Equity Research and Capital Markets Advisory Equity Research Associate, Transportation & Shipping Consumer & Retail Coverage Senior secured lending to commodity traders and producers in the US and Latin America

  • Vice President, Institutional Equity Sales

    Dec 2019 - Sept 2021

  • Transportation Equity Research

    Dec 2018 - Jan 2020

  • Corporate Banking Coverage Associate

    Nov 2017 - Dec 2018

  • Structured Commodity Trade Finance Analyst

    Aug 2015 - Nov 2017
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  Anchorage Digital

  Sept 2021 - Nov 2022

  Institutional Sales

  Anchorage Digital is the first federally chartered crypto bank. Anchorage Digital is backed by leading investors including KKR, Goldman Sachs, Visa, Andreessen Horowitz and GIC. - Fostered C-Suite relationships with crypto native and traditional finance hedge funds, venture capital firms, HNW individuals and family offices- Originated 25 new clients for Anchorage driving revenue, trading volume, lending volume and assets under custody- Developed partnership agreements with Blockchain.com (crypto exchange), Moon Mortgage (crypto-backed mortgages) and Plutus21 (RIA) which received press coverage from Coindesk, The Block and Yahoo Finance Show less

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  Lumida Wealth

  Dec 2022 - Nov 2023

  Relationship Manager

  Lumida Wealth is a Registered Investment Advisor that provides concierge family office services and investment management to individuals and families. Lumida is backed by venture capital firms including Social Leverage, Sixth Man Ventures, Fenway Summer, and Red Beard Ventures.- Responsible for business development, client acquisition, client service and trading - Developed and serviced cross-asset class investment portfolios - Built wealth plans taking into account client goals, risk tolerance and time horizon among other factors Show less

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  Georgetown Blockchain

  Dec 2022 - now

  Advisor

  Advisory Board Member to Georgetown Blockchain, a group which promotes education and innovation in blockchain technology for members of the Georgetown University student community and alumni base. Advisory board members include founders, investors, traders and operators from Galaxy Digital, Coinbase, Cowen Digital, Variant Fund and MJL Capital.

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  Davenport & Company LLC

  Jan 2024 - now

  Financial Advisor

  Established in 1863, Davenport & Company is one of the oldest employee-owned, independent financial services firms in America. As a Financial Advisor at Davenport, Dimitri serves individuals, families, and small business owners. Dimitri offers a holistic approach to wealth management, emphasizing the importance of understanding each client's unique financial aspirations and challenges. He offers clients financial advisory services to build, preserve and grow wealth.