R. Jonathan Stolz, CFA

Senior Portfolio Manager, Vice President at West Financial Services, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Arlington, Virginia, United States, US

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Credentials

  • C.B.E. Continuing Board Education
    The ExecRanks
  • Chartered Financial Analyst
    CFA Institute

Experience

  • West Financial Services, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Portfolio Manager, Vice President
      • Jul 2023 - Present

    • Portfolio Manager
      • Oct 2018 - Jun 2023

  • DMI (Digital Management, LLC)
    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • Vice President of Corporate Development
      • Aug 2016 - Sep 2018

  • RMA Group Company Limited
    • Thailand
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Treasurer and Head of Financial Planning for Laos
      • Oct 2013 - Jun 2016

  • FBR
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Senior Associate - Technology, Media & Telecom Equity Research
      • Jul 2011 - Jun 2012

  • Woodmont Capital Partners LLC
    • Arlington, VA
    • Managing Partner
      • Dec 2009 - Jun 2011

  • Capitol Acquisition Corp.
    • Washington D.C.
    • Investment Principal
      • Apr 2008 - Nov 2009

  • FBR
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Vice President - Technology, Media & Telecom Investment Banking
      • 2004 - 2008

  • INTELSAT, Ltd
    • Washington D.C.
    • Senior Manager - Business Ventures Group
      • 2000 - 2004

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Senior Consultant - Financial Advisory Services Group
      • 1997 - 2000

  • Nokia Bell Labs
    • Telecommunications
    • 700 & Above Employee
    • Financial Planning Specialist
      • 1993 - 1995

  • U.S. Department of Labor
    • United States
    • Government Administration
    • 700 & Above Employee
    • Economist
      • 1992 - 1993

Education

  • Carnegie Mellon University - Tepper School of Business
    MBA
    1995 - 1997
  • Providence College
    Bachelor's Degree
    1988 - 1992
  • Sophia University - Tokyo Japan
    Study Abroad
    1989 - 1990

Community

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