R. Jonathan Stolz
Senior Portfolio Manager, Vice President @West Financial Services, Inc
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WORK HISTORY
Senior Portfolio Manager, Vice President @West Financial Services, Inc
McLean, VA, US
EDUCATION
Providence College
Bachelor's Degree, Economics
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Strategy
Sophia University - Tokyo Japan
Study Abroad, International Economics
SKILLS
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
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