Matt Brown

Matt Brown Email and Phone Number

Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!) @ Valley Oak Financial, PLC
kalamazoo, michigan, united states
Matt Brown's Location
Greater Kalamazoo Area, United States
Matt Brown's Contact Details
About Matt Brown

I connect people with the resources they need to exceed their success parameters.

Matt Brown's Current Company Details
Valley Oak Financial, PLC

Valley Oak Financial, Plc

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Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!)
kalamazoo, michigan, united states
Website:
valleyoakcpa.com
Employees:
9
Matt Brown Work Experience Details
  • Valley Oak Financial, Plc
    Vp Of Strategic Growth
    Valley Oak Financial, Plc Mar 2024 - Present
    Kalamazoo, Michigan, United States
    We have conversations with our clients about tax and finance no one else is having. Our most common client response is “why aren’t more people sharing this information.” We have a unique and customized approach to help individuals and businesses identify money they are losing unknowingly and unnecessarily. Once identified we help show them ways to put that money to work for them and not continue losing it to someone else. This is called a wealth transfer - we identify and stop wealth transfers so instead you can help grow your wealth.What is one of the largest wealth transfers people are losing and don’t even know it? INCOME TAXESWorse yet, this wealth transfer is likely only to get tremendously worse for the American taxpayers in the future. For more information about taxes today and into the future, and for related tax planning strategies to protect your money from higher taxes, please contact Alicia at akovach@vofcpa.com to schedule an appointment or zoom conference.Additionally, if you would like to live your retirement years tax free in the 0% tax bracket
  • Kalsee Credit Union
    Mortgage Department Manager
    Kalsee Credit Union Nov 2023 - Mar 2024
    7225 S Westnedge Avenue, Portage, Mi 49002
    We believe in building relationships and cultivating financial wellness, empowering people to focus on what matters.
  • Novus Home Mortgage
    Mortgage Loan Originator
    Novus Home Mortgage Jan 2023 - Nov 2023
    Greater Kalamazoo Area
    As a Mortgage Loan Originator, my job is to provide the best financing options for all residential home buyers (Primary residence, second home, 1-4 unit investment properties).
  • Jpmorgan Chase & Co.
    Sr Home Lending Advisor
    Jpmorgan Chase & Co. Apr 2022 - Jan 2023
    Portage, Michigan, United States
    Matt Brown NMLS ID: 1439775Proudly serving clients in Michigan for 6+ years.
  • Summit Home Mortgage, Llc
    Mortgage Loan Officer
    Summit Home Mortgage, Llc Nov 2018 - Apr 2022
    Kalamazoo, Michigan Area
    Matt Brown: NMLS 1439775Mortgage Loan Originator. Conventional, VA, FHA, USDA, Jumbo Residential loans.
  • Lake Pacor Home Mortgage
    Business Development Manager/Loan Officer
    Lake Pacor Home Mortgage Feb 2016 - Nov 2018
    Kalamazoo, Michigan Area
    Matt Brown: NMLS 1439775Mortgage Loan Originator. Conventional, VA, FHA, USDA, Jumbo Residential loans. Since 2006 Lake Pacor Home Mortgage has been "Exceeding expectations by simplifying the mortgage process and putting our clients first." We are a referral based business, so our clients and partners mean everything to us. As a locally owned business we are here to serve the people we live with!
  • Intercall
    National Account Manager
    Intercall Oct 2013 - Feb 2016
    Michigan
    InterCall is the industry leader for Audio, Video, Web, Streaming, Event and Unified Communication Collaboration. As a National Account Manager I consult with named accounts, mainly within the F1000. It is my responsibility to learn every detail regarding our clients communication requirements. My knowledge helps determine which channel partner products are the best fit for our clients needs in the immediate and distant future. With a deep understanding and best fit solutions, I team up with internal teams and external partners to develop multi-year agreements for our clients.
  • Bls Ventures
    Partner
    Bls Ventures Apr 2005 - Sep 2014
    Oversee emerging markets, marketing and client relations
  • Humphrey Products
    Channel Sales Representative
    Humphrey Products Nov 2010 - Oct 2013
    Kalamazoo, Michigan Area
    Manage distributor sales teams on the West Coast of the United States. Negotiate yearly contracts with business owners and conduct yearly financial reviews for all custom and standard products. Assist sales teams in customer meetings and deliver marketing tools to help retain and gain customers. Create custom product opportunities for Medical OEMs. Travel 35-50%.
  • Intercall
    Global Account Executive
    Intercall Jul 2009 - Nov 2010
    Working to make business easy and affordable. I consult with companies of all sizes in regards to their communication needs. InterCall is the #1 Global Conferencing Provider, specializing in Audio, Web and Video Conferencing Collaboration.
  • Intercall
    Web Specialist
    Intercall Feb 2008 - Jul 2009
    Responsible for closing large web contracts * Finished at 105.65 % of plan
  • Intercall
    Sales Associate
    Intercall Jul 2007 - Feb 2008
    #1 global conferencing company * Responsible for building revenue in the Chicago area * Finished at 102% of plan
  • Portage Public Schools
    Assistant Varsity Soccer Coach
    Portage Public Schools Apr 2005 - Jun 2007
    Coached both Men and Women Varsity. In charge of running practice drills, fittness, and strategical game management. I was also the motivational speaker for the team.

Matt Brown Skills

Sales Account Management Sales Operations Product Development Sales Management Pneumatics Solution Selling Management Marketing Salesforce.com Direct Sales Customer Retention Cold Calling Contract Negotiation Unified Communications Team Building Manufacturing Saas Webinars Product Marketing Automation Sales Process Sales Presentations Crm B2b Cloud Computing Lean Manufacturing Managed Services Lead Generation Video Conferencing Engineering Integrated Marketing Webex Leadership Customer Service Strategic Partnerships Telecommunications New Business Development Channel Partners

Matt Brown Education Details

Frequently Asked Questions about Matt Brown

What company does Matt Brown work for?

Matt Brown works for Valley Oak Financial, Plc

What is Matt Brown's role at the current company?

Matt Brown's current role is Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!).

What is Matt Brown's email address?

Matt Brown's email address is ma****@****ase.com

What schools did Matt Brown attend?

Matt Brown attended Western Michigan University, Portage Nothern High School.

What are some of Matt Brown's interests?

Matt Brown has interest in Soccer, Golf, New Product Development, Sales Management.

What skills is Matt Brown known for?

Matt Brown has skills like Sales, Account Management, Sales Operations, Product Development, Sales Management, Pneumatics, Solution Selling, Management, Marketing, Salesforce.com, Direct Sales, Customer Retention.

Who are Matt Brown's colleagues?

Matt Brown's colleagues are Zachary Nastasi, Cpa, Matthew O'neill, K Pas, Andrew Tomaszewski, Candice Fritz, Emily A. J., Kay Davidson.

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