Conrad was born in Waxhaw, NC, and has lived there his entire life. Conrad attended Appalachian State University, where he graduated with Summa Cum Laude honors, achieving a double major in Finance & Banking (BSBA) and Risk Management and Insurance (BSBA). During his time at App State, Conrad was heavily involved in his fraternity serving in executive positions as Secretary and Treasurer. Also, he served as the Risk Management Officer for the Interfraternity Council of App State.
Conrad’s passion for entrepreneurship and M&A was first sparked by his father, a seasoned professional who owns and operates his own financial advising firm. Pursuing his passion, Conrad completed a three-month internship with Viking, serving as a Financial Analyst, during his junior year of college. Presently, he serves a full-time position of Associate Advisor, where he collaborates closely with Managing Partners to aid in the successful sale or acquisition of business located in the greater Charlotte, NC area.
Committed to excellence, Conrad utilizes his expertise to offer unwavering support to business owners navigating the complex, stressful, and emotional landscape of sales and acquisitions. Outside of work, Conrad is an avid sports fan and golfer, as well as enjoying cooking and barbecuing.
