Matt Brown
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Matt Brown Email & Phone Number

Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!) at Valley Oak Financial, PLC
Location: Greater Kalamazoo Area, United States, United States 13 work roles 2 schools
1 work email found @valleyoakcpa.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@valleyoakcpa.com
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Current company
Role
Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!)
Location
Greater Kalamazoo Area, United States, United States
Company size

Who is Matt Brown? Overview

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Quick answer

Matt Brown is listed as Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!) at Valley Oak Financial, PLC, a company with 9 employees, based in Greater Kalamazoo Area, United States, United States. AeroLeads shows a work email signal at valleyoakcpa.com and a matched LinkedIn profile for Matt Brown.

Matt Brown previously worked as VP of Strategic Growth at Valley Oak Financial, Plc and Mortgage Department Manager at Kalsee Credit Union. Matt Brown holds B.A, Management from Western Michigan University.

Company email context

Email format at Valley Oak Financial, PLC

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{first}{last}@valleyoakcpa.com
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AeroLeads found 1 current-domain work email signal for Matt Brown. Compare company email patterns before reaching out.

Profile bio

About Matt Brown

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

Listed skills include Sales, Account Management, Sales Operations, Product Development, and 35 others.

Current workplace

Matt Brown's current company

Company context helps verify the profile and gives searchers a useful next step.

Valley Oak Financial, PLC
Valley Oak Financial, Plc
Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!)
kalamazoo, michigan, united states
Employees
9
AeroLeads page
13 roles

Matt Brown work experience

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

Vp Of Strategic Growth

Current

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.

Mar 2024 - Present

Mortgage Department Manager

7225 S Westnedge Avenue, Portage, MI 49002

We believe in building relationships and cultivating financial wellness, empowering people to focus on what matters.

Nov 2023 - Mar 2024

Mortgage Loan Originator

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).

Jan 2023 - Nov 2023

Sr Home Lending Advisor

Portage, Michigan, United States

Matt Brown NMLS ID: 1439775Proudly serving clients in Michigan for 6+ years.

Apr 2022 - Jan 2023

Mortgage Loan Officer

Kalamazoo, Michigan Area

Matt Brown: NMLS 1439775Mortgage Loan Originator. Conventional, VA, FHA, USDA, Jumbo Residential loans.

Nov 2018 - Apr 2022

Business Development Manager/Loan Officer

Lake Pacor Home Mortgage

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.

Feb 2016 - Nov 2018

National Account Manager

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.

Oct 2013 - Feb 2016

Partner

Bls Ventures

Oversee emerging markets, marketing and client relations

Apr 2005 - Sep 2014

Channel Sales Representative

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.

Nov 2010 - Oct 2013

Global Account Executive

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.

Jul 2009 - Nov 2010

Web Specialist

Responsible for closing large web contracts * Finished at 105.65 % of plan

Feb 2008 - Jul 2009

Sales Associate

#1 global conferencing company * Responsible for building revenue in the Chicago area * Finished at 102% of plan

Jul 2007 - Feb 2008

Assistant Varsity Soccer Coach

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.

Apr 2005 - Jun 2007
Team & coworkers

Colleagues at Valley Oak Financial, PLC

Other employees you can reach at valleyoakcpa.com. View company contacts for 9 employees →

2 education records

Matt Brown education

Bachelor'S Business Administration, Business Management & Marketing

Portage Nothern High School
FAQ

Frequently asked questions about Matt Brown

Quick answers generated from the profile data available on this page.

What company does Matt Brown work for?

Matt Brown works for Valley Oak Financial, PLC.

What is Matt Brown's role at Valley Oak Financial, PLC?

Matt Brown is listed as Wealth Transfer Enthusiast (you are losing $2-$5million over your lifetime unknowlingly and guess what....you don't have too!) at Valley Oak Financial, PLC.

What is Matt Brown's email address?

AeroLeads has found 1 work email signal at @valleyoakcpa.com for Matt Brown at Valley Oak Financial, PLC.

Where is Matt Brown based?

Matt Brown is based in Greater Kalamazoo Area, United States, United States while working with Valley Oak Financial, PLC.

What companies has Matt Brown worked for?

Matt Brown has worked for Valley Oak Financial, Plc, Kalsee Credit Union, Novus Home Mortgage, Jpmorgan Chase & Co., and Summit Home Mortgage, Llc.

Who are Matt Brown's colleagues at Valley Oak Financial, PLC?

Matt Brown's colleagues at Valley Oak Financial, PLC include Kay Davidson, Zachary Nastasi, Cpa, Alicia Kovach, Candice Fritz, and Sarah Acri.

How can I contact Matt Brown?

You can use AeroLeads to view verified contact signals for Matt Brown at Valley Oak Financial, PLC, including work email, phone, and LinkedIn data when available.

What schools did Matt Brown attend?

Matt Brown holds B.A, Management from Western Michigan University.

What skills is Matt Brown known for?

Matt Brown is listed with skills including Sales, Account Management, Sales Operations, Product Development, Sales Management, Pneumatics, Solution Selling, and Management.

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