Conrad Nelsen
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Conrad Nelsen Email & Phone Number

Associate Advisor | Viking Mergers and Acquisitions | Charlotte, NC at Viking Mergers & Acquisitions
Location: Charlotte, North Carolina, United States 14 work roles 2 schools
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Role
Associate Advisor | Viking Mergers and Acquisitions | Charlotte, NC
Location
Charlotte, North Carolina, United States
Company size

Who is Conrad Nelsen? Overview

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Conrad Nelsen is listed as Associate Advisor | Viking Mergers and Acquisitions | Charlotte, NC at Viking Mergers & Acquisitions, a company with 41 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Conrad Nelsen.

Conrad Nelsen previously worked as Associate Advisor at Viking Mergers & Acquisitions and Treasurer at Phi Sigma Kappa Fraternity. Conrad Nelsen holds Bachelor Of Science In Business Administration, Finance And Banking, Risk Management And Insurance, 3.95/4.0 from Walker College Of Business At Appalachian State University.

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Viking Mergers & Acquisitions

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Profile bio

About Conrad Nelsen

I have graduated from Appalachian State University in May 2024 with Summa Cum Laude Honors, earning a double major in Finance & Banking and Risk Management & Insurance. Following graduation, I have started my career in the M&A field as an Associate Advisor with Viking Mergers and Acquisitions. I bring with me certifications in QuickBooks and Microsoft Excel. Viking has become the largest group of its kind in the Southeast, with 14 total offices in 7 states, focused on providing customized exit strategies and middle market business solutions to entrepreneurs. We strive to provide the necessary tools that business owners need to secure their future and the future of their business.

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Viking Mergers & Acquisitions
Viking Mergers & Acquisitions
Associate Advisor | Viking Mergers and Acquisitions | Charlotte, NC
charlotte, north carolina, united states
Employees
41
AeroLeads page
14 roles

Conrad Nelsen work experience

A career timeline built from the work history available for this profile.

Associate Advisor

Current

Charlotte, North Carolina, United States

Viking has become the largest group of its kind in the Southeast, with 14 total offices in 7 states, focused on providing customized exit strategies and middle market business solutions to entrepreneurs. Our success rate in selling businesses is 3x the industry average. The Viking team has closed more than 850 business transactions over the last 28 years..

May 2024 - Present

Treasurer

Boone, North Carolina, United States

  • Manage a yearly budget with a value over $100,000
  • Collect invoices and pay bills on behalf of the organization
Nov 2022 - Nov 2023

Secretary

Boone, North Carolina, United States

  • Coordinated and oversaw the following fraternity operations: Scholastic Excellence, Public Relations, Historical Records, Alumni Relations, Parent Relations, and all other relevant records and communication
Nov 2021 - Nov 2022

Risk Management Chair

Boone, North Carolina, United States

  • Arranged presentations on high-risk scenarios and positive ways to prevent or deal with those situations
  • Advised the fraternity social chair on social events
  • Reviewed proper precautions were taken at all houses and filled out the appropriate forms toreceive a 4% savings on the insurance expense of $15,000 a year
Nov 2020 - Nov 2021

Wsia Intern

  • Five-week underwriting internship with Orchid Insurance in Tampa, FL experiencing binding of policies, endorsements on policies, agency development, and programs/rating of premiums
  • Four-week brokerage internship with RPS (Risk Placement Services) in Charlotte, NC experiencing transportation insurance for fleet and non-fleet accounts
May 2023 - Aug 2023

Atlas Special Project Assistant

Boone, North Carolina, United States

  • Tracked community engagement requirements for all 35 Fraternity and Sorority organizations associated with Appalachian State University
Nov 2022 - Jun 2023

Vice President Of Standards And Risk Management

Interfraternity Council Of Appalachian State University

Boone, North Carolina, United States

  • Ensured the enforcement of and compliance with all Interfraternity Council and Appalachian State University policies and guidelines, including serving as chair of the Interfraternity Conduct Review Board
Nov 2021 - Nov 2022

Appalachian Orientation Leader Corps Leader

Boone, North Carolina, United States

  • Served as a leader for groups of incoming students at the university
  • Conducted small group sessions with students throughout Welcome to App Week and introduce the various opportunities available for incoming students
Mar 2022 - Sep 2022

Financial Analyst And Client Services Intern

Charlotte, North Carolina, United States

  • Analyzed Balance Sheets, Profit/Loss Statements, and Tax Returns to prepare a Business Valuation to present to the Business Owner who is considering selling their business
  • Assisted the Head of Marketing in digital campaigns to locate prospective buyers of businesses
  • Attended presentations to prospective Business Owners who are considering selling their business and prospective buyers who are considering buying a business
  • Learned the complete process of closing a deal from Initial Interview, Valuation Presentation, Onboarding, Marketing, Interviewing Buyers, Due Diligence, and Closing
May 2022 - Aug 2022

Line Worker

Charlotte, North Carolina, United States

  • Organized all the food preparation in the morning to help make the operations run smoothly for the day
  • Handled cooking food on the grill for an average of 80 orders a day
  • Obtained orders from customers and serve their food in a timely manner to promote great customer service
May 2021 - Apr 2022

Personal Shopper

Charlotte, North Carolina, United States

  • Carried out the shopping for customers for about an average of 95 orders a day
  • Distributed the completed orders to customers when they would show up to the store
  • Handled the invoicing and collecting of payment from customers for an average of $20,000 a day
Mar 2020 - May 2021

Birthday Party Host/Manager And Summer Camp Counselor

Charlotte, North Carolina, United States

  • Oversaw the organization of birthday parties and led the different groups from attraction to attraction while making sure the party was special and fun for an average of 60 children’s parties a weekend
  • Monitored an average of 90 campers a day, ranging from ages of 6-14, during the summer by taking the kids to all the attractions and serving them food and taking care of various issues throughout the day
  • Processed the invoices for birthday parties and summer camp through our online accounting system for an average of $250 per birthday party and an average of $55 dollars a day per camper
Mar 2018 - Mar 2020
Team & coworkers

Colleagues at Viking Mergers & Acquisitions

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2 education records

Conrad Nelsen education

Bachelor Of Science In Business Administration, Finance And Banking, Risk Management And Insurance, 3.95/4.0

Activities and Societies: Phi Sigma Kappa Fraternity, Gamma Iota Sigma, Interfraternity Council, Finance Student Association, Appalachian.

FAQ

Frequently asked questions about Conrad Nelsen

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What company does Conrad Nelsen work for?

Conrad Nelsen works for Viking Mergers & Acquisitions.

What is Conrad Nelsen's role at Viking Mergers & Acquisitions?

Conrad Nelsen is listed as Associate Advisor | Viking Mergers and Acquisitions | Charlotte, NC at Viking Mergers & Acquisitions.

Where is Conrad Nelsen based?

Conrad Nelsen is based in Charlotte, North Carolina, United States while working with Viking Mergers & Acquisitions.

What companies has Conrad Nelsen worked for?

Conrad Nelsen has worked for Viking Mergers & Acquisitions, Phi Sigma Kappa Fraternity, Wsia (Wholesale & Specialty Insurance Association), Appalachian State University, and Interfraternity Council Of Appalachian State University.

Who are Conrad Nelsen's colleagues at Viking Mergers & Acquisitions?

Conrad Nelsen's colleagues at Viking Mergers & Acquisitions include Mary Lou Winn, Brad Offerdahl, Ben O., Jeff Miller, and John Arrup.

How can I contact Conrad Nelsen?

You can use AeroLeads to view verified contact signals for Conrad Nelsen at Viking Mergers & Acquisitions, including work email, phone, and LinkedIn data when available.

What schools did Conrad Nelsen attend?

Conrad Nelsen holds Bachelor Of Science In Business Administration, Finance And Banking, Risk Management And Insurance, 3.95/4.0 from Walker College Of Business At Appalachian State University.

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