BerganKDV Hires Two New Leaders to Sales Team

BerganKDV recently added two new team members to help lead various sales efforts for the firm. Brad Wheelan joined as a Channel Sales Leader to drive sales in the firm’s professional services and agriculture channels. He is based out of BerganKDV’s Coralville, Iowa office. Matthew West was hired as the Director of Sales for the Financial Accounting Advisory Specialist Team (FAAST), helping to support BerganKDV’s clients in up-leveling the performance of their finance departments through Fractional CFO, Controller, Bookkeeping and Business Intelligence Services (BIA). He is remotely based out of the Ann Arbor area in Michigan.

“These two leaders have a strong history of being top performers in their space,” said Lee Roberts, Shareholder and Director of Sales at BerganKDV. “We are thrilled to have them join our culture and cannot wait to see how they innovate the solutions we can offer our clients. Matthew and Brad will be key players in the continual growth of our firm, and I know our clients both current and new will enjoy the perspectives and ideas that these two can bring to the table to address their business challenges.”

Wheelan has over 15 years of experience in sales and was named “Outstanding Sales Achiever” four times in his role at GreatAmerica. He has a strong background of partnering with clients in the agriculture and professional services industries. Wheelan earned his bachelor’s degree in business administration from Coe College. He is an active volunteer for Big Brother Big Sisters in his community. When he is not in the office, you can find Wheelan spending quality time with his family and pets or enjoying the outdoors.

West brings over 25 years of experience in professional technology sales and marketing to BerganKDV. He has a strong background in training, teaching thousands of accounting professionals how to best apply the soft skills of marketing and sales to their business. West earned his bachelor’s degree and master’s degree in communication from Eastern Michigan University. He is an active member of his local school’s Parent Teacher Organization (PTO) board. When West is not supporting FAAST clients, he can be found serving as a private pilot, boating, preparing for a triathlon and swimming.

 

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About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.

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