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.
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.
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.
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.
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.
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, 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.
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