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Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners

July 27, 2022 by John Ray

Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial PartnersJohn Ray
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Pinnacle Financial Partners

Frazier & Deeter’s Business Beat: Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners

On this edition of Business Beat, host Roger Lusby welcomed three seasoned banking professionals, Scott Jordan, Rose Sharif, and Matthew Ricks, who joined Pinnacle Financial Partners in order to start and build the bank’s North Fulton presence. Scott, Rose, and Matt shared why they joined Pinnacle, their perspective on the North Fulton economy, how they plan to grow, Pinnacle’s recognition as a “best place to work,” and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Pinnacle Financial Partners

The Pinnacle approach is a very people-centric one. It takes an unwavering focus and commitment of leadership to make it work.

The same five key business strategies Pinnacle has employed since its inception shape our focus today: Focus on businesses, real estate professionals, and consumers that desire a deep relationship with their financial partner. Provide distinctive service and effective advice. Hire and retain highly experienced and qualified financial services professionals. Offer a full line of financial services including banking, investments, mortgage, trust, insurance, and financial planning. Offer extraordinary convenience.

Pinnacle is much more than a bank. It’s a place for people to find true partners for their business. It’s a place where seasoned professionals give clients unmatched service and advice that betters their financial well-being. And it’s a place where people love coming to work every day.

Company website | LinkedIn | Facebook

Scott Jordan, Senior Vice President / Area Manager, Pinnacle Financial Partners

Scott Jordan, Senior Vice President / Area Manager, Pinnacle Financial Partners

In 1999, Scott was accepted into the SunTrust Bank (now Truist) Management Associate Program. Upon graduation, he served in various roles including Financial Services Representative and Account Executive. He transitioned to BB&T (now Truist) in 2001 and served as a Financial Center Manager and Business Banker.

Scott was recruited by Accenture in 2004 as part of a new team focused on Bank Mergers & Acquisitions. He returned to BB&T (now Truist) in 2005 and spent the next 16 years in various business development and leadership roles including Commercial Banking Relationship Manager, Market President – North Metro Atlanta, Market President – Central Atlanta, and Market President – Northeast Metro Atlanta.

Currently, he is leading the newly created North Metro Atlanta Banking/Financial Services Division for Pinnacle Financial Partners.

Scott currently serves on the Boards of Community Foundation for Northeast Georgia, North Fulton Community Charities, Forsyth Chamber of Commerce, and Leadership Forsyth. Furthermore, he is a graduate of Leadership North Fulton, Leadership Gwinnett, Leadership Forsyth, and Leadership Atlanta.

LinkedIn

Rose Sharif, Senior Vice President / Office Leader, Pinnacle Financial Partners

Rose Sharif, Senior Vice President / Office Leader, Pinnacle Financial Partners

Rose Sharif is the office leader for Pinnacle Financial Partners and will be opening the New Avalon office in Q4 of 2022. She works very closely with the Commercial lenders at her office to help expand current and new clients’ business and personal relationships.

Rose grew up in the Food and Beverage industry working for her family’s business. Once she married, she moved to Houston Texas where she worked as a food and beverage manager for Hilton Hotels and later for the 4 Seasons Hotels. But in 1990 she decided she was ready to raise a family and decided to enter the banking industry. She completed the Management Associate Program for C & S and has held multiple positions in retail bank and the private bank at various institutions.

Rose as a child lived in multiple states but at the age of 15, her parents moved to New Orleans LA where she attended and graduated from St. Mary’s Dominican College. She has a Major in Business Management and Administration with a minor in Finance. In 1985 she married her husband Kaz, and they have 2 wonderful sons, Armand and Cameron, and 2 grandchildren, Iris and Luka. She has lived in the Roswell area the entire time she has lived in Georgia but has worked in the Alpharetta market since 2004.

LinkedIn

Matthew Ricks, Senior Vice President / Financial Advisor, Pinnacle Financial Partners

Matthew Ricks, Senior Vice President / Financial Advisor, Pinnacle Financial Partners

Matthew Ricks comes to Pinnacle Financial Partners with 18 years of banking experience, all of it with the Bank of North Georgia and Synovus. He began as a personal banker but quickly moved into lending after graduating from the Management Trainee program and began working with commercial clients in 2006.

Ricks earned a bachelor’s degree in economics from the University of Georgia and graduated from the Graduate School of Banking at Louisiana State University. He was also a member of the 2013 class of Leadership Cobb.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Filed Under: Business Beat, North Fulton Studio Tagged with: Alpharetta, banking, Business Beat, Frazier and Deeter, Matthew Ricks, Pinnacle Financial Partners, Roger Lusby CPA, Rose Sharif, Scott Jordan

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Studio Partner

In addition to operating the North Fulton studio of Business RadioX®, John Ray is the owner of Ray Business Advisors, LLC.
 
 Because pricing is the fastest way to change the profitability of a business, John advises business owners on how to change their pricing and make more money. His clients include attorneys, CPAs, consultants, technology companies, and retail store owners.
 
His blog, “The Price and Value Journey,” regularly features examples and stories which help business owners in their own pricing journey. John is also a speaker on pricing at numerous chambers, business events and seminars. John also helps small to mid-sized companies achieve their profit and growth goals as an outside CFO.
 
John is extremely active in the North Fulton community. He is on the board of the Greater North Fulton Chamber of Commerce (GNFCC), and serves in a variety of capacities there, including Chairman’s Circle, member of the Executive Committee, member of the Finance Committee, Chair of the Small Business/Entrepreneurship Economic Recovery Task Force, and Chair of the Small Business Awards Committee. John was named the 2018 Harry Rucker Jr. Volunteer of the Year by GNFCC.
 
In 2011, John founded Backpacks of Love, a grassroots, all-volunteer organization which serves children and their families in the north metro Atlanta area who are homeless or otherwise in severe need. Backpacks of Love delivers backpacks of food, purchased and packed by volunteer sponsors, to 18 different elementary, middle, and high schools in north Fulton County and Forsyth County.
 
In 2015, John was named Small Business Partner in Education of the Year by the Greater North Fulton Chamber of Commerce for his work with Backpacks of Love. 
 
John is a Deacon in the Episcopal Diocese of Atlanta and is currently assigned to Holy Comforter Episcopal Church in Atlanta.

 

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