R. Jonathan Stolz
Senior Portfolio Manager, Vice President at West Financial Services, Inc.
- Role
- Senior Portfolio Manager, Vice President at West Financial Services, Inc
- Location
- Arlington, VA, US
- LinkedIn followers
- 500 followers
About R. Jonathan Stolz
Investment professional with proven record of portfolio management, executing merger & acquisition, capital market, valuation, and investment transactions (23 closed transactions worth over $8.4 billion). Expertise in portfolio management, investments, deal sourcing, valuation, financial analysis, negotiations, due diligence, structuring, emerging markets, strategy, financial planning, and budgeting. Specialties: • Portfolio Management • Investments • Mergers & Acquisitions • Capital Sourcing (private and public offerings) • Business & Asset Valuation • Financial Modeling • Transaction Structuring & Execution • Financial & Quantitative Analysis • Strategy & Planning • Equity Research
Experience
Senior Portfolio Manager, Vice President
Jul 2023 — Present · McLean, VA, US
Education
Providence College
Bachelor's Degree, Economics
1988 — 1992
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Strategy
1995 — 1997
Sophia University - Tokyo Japan
Study Abroad, International Economics
1989 — 1990
Skills
- Structuring
- Microsoft Excel
- Mergers
- Negotiation
- Due Diligence
- Wacc
- Valuation
- M&a Negotiations
- Private Equity
- Mergers & Acquisitions
- Equity Research
- Synergies
- Market Research
- Financial Planning
- Analytical Skills
- Investment Banking
- Investments
- Corporate Finance
- Business Planning
- International Negotiations
- Capital Budgeting
- Series 7
- Internet Strategy
- Business Strategy
- Comparable Analysis
- Alternative Investments
- Capital Iq
- Precedent Transactions
- Financial Analysis
- Satellite Communications
- Industry Analysis
- Research
- Management
- Finance
- Securities
- Dcf
- Strategy
- Capital Markets
- Venture Capital
- Joint Ventures
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