Sean Conrad Email & Phone Number
Founder and Chief Investment Officer
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Sean Conrad Location
- Miami, FL, US
Sean Conrad Work
- Founder and Chief Investment Officer @ Sovra Capital (September 2025 - Present)
- Founder @ Soteria Collective (January 2025 - Present)
- Board of Advisors @ (November 2017 - Present)
- Founding Member @ (November 2017 - Present)
- 10X Coverage - President @ (May 2022 - September 2025)
- Executive Vice President and Partner @ (May 2022 - July 2025)
- Principal @ (May 2018 - January 2022)
- Wells Fargo Insurance Services: SVP and Business Development Officer @ (October 2006 - March 2018)
- VP, Sales and Business Development @ (January 2006 - January 2006)
- Commercial Lines Sales @ InterWest Insurance Services (January 2004 - January 2006)
- Claims Director @ Allied Insurance a Nationwide Company (January 1999 - January 2004)
Sean Conrad Education
- Santa Clara University
Bachelor of Arts (History)
1995-1999
Sean Conrad Skills
- Mergers & Acquisitions (M&A)
- Group Benefit Plans
- Captive Insurance
- High Performance Teams
- Entrepreneurship
- Insurance
- Business Strategy
- Consultative Sales Management
- Risk Management
- Commercial Insurance
- Workers Compensation
- Strategic Planning
- Marketing
- Business Development
- Casualty
- Professional Liability
- Cross Selling
- Casualty Insurance
- Mergers
- Solution Selling
- Mergers & Acquisitions
- Account Management
- Financial Analysis
- General Insurance
- Finance
- Liability
- Financial Risk
- Financial Services
- Health Insurance
- Customer Relationship Management (CRM)
- Sales Process
- Sales Operations
- Salesforce.com
- Management
- Brokers
- Leadership
- Training
- Working with Brokers
- Customer Service
- Team Building
- Negotiation
- Business Coaching
- Sales & Marketing Leadership
- Insurance Brokerage
- Risk Financing
- New Business Development
- Claim
- Commercial Lines
- Sales Coaching
- Agentic AI Development
- Alternative Investments
- Board of Directors
- Business Process Design
- Business Relationship Management
- Communication
- Consultative Selling
- Corporate Finance
- Distribution Strategies
- Employee Benefits Design
- Leadership Development
- Life Insurance
- Mergers
- Presentation Skills
- Product Strategy
- Property and Casualty Insurance
- Public Speaking
- Real Estate Financing
- Sales Management
- Strategic Partnerships
- Team Leadership
- asset allocation
- family office management
- insurance distribution
- investment strategy
- tax optimization
Sean Conrad Summary
- Sean Conrad, based in Miami, FL, US, is currently a Founder and Chief Investment Officer at Sovra Capital. Sean Conrad brings experience from previous roles at Soteria Collective, Internet Marketing Association, International Executive Council (IEC) and Cardone Ventures. Sean Conrad holds a 1995 - 1999 Bachelor of Arts in History @ Santa Clara University. With a robust skill set that includes Mergers & Acquisitions (M&A), Group Benefit Plans, Captive Insurance, High Performance Teams, Entrepreneurship and more. Sean Conrad has 2 emails and 4 mobile phone numbers on RocketReach.
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