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DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia

April 5, 2023 by John Ray

DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia
North Fulton Business Radio
DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia
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DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia

DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan, Community Foundation of Northeast Georgia (North Fulton Business Radio, Episode 629)

On this episode of North Fulton Business Radio, DePriest Waddy, Maria Walden-Sullivan, and Scott Jordan of the Community Foundation of Northeast Georgia, joined host John Ray to discuss the work of the Community Foundation of Northeast Georgia. They described a donor-advised fund and how these funds allow individuals to develop a charitable legacy, how the Foundation makes charitable giving easier and more organized, its work with local non-profits, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Website | Facebook | LinkedIn | Twitter | Instagram

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia

DePriest Waddy, President and CEO, Community Foundation of Northeast Georgia
DePriest has a long history of leadership in the nonprofit sector. He has served almost 30 years in leadership roles at various nonprofits and Fortune 500 companies, including the American Hospital Association, Big Brothers Big Sisters of Metro Atlanta, United Way of Greater Atlanta, Jefferson County Committee for Economic Opportunity, and, most recently, Families First.

Before joining the Community Foundation in June 2022, DePriest was CEO of Families First, a 131-year-old nonprofit serving at-risk children and families throughout Georgia, the United States, and abroad.

DePriest received his bachelor’s degree in marketing from The University of Alabama and his MBA from Kennesaw State University. He is a Leadership Gwinnett Class of 2015 alumnus, as well as a Leadership Birmingham Class of 2019 alumnus and Leadership Atlanta Class of 2022. He has been named to the Atlanta 500 in 2021 and 2022, Atlanta Magazine’s annual list of the area’s most powerful leaders. He was also awarded the Georgia Titan 100 in 2022. He and his wife, Carol, have one married daughter and two granddaughters.

DePriest’s dream for the Community Foundation: “Continuing to help meet the increasing needs resulting from complex family problems.”

LinkedIn

Maria Walden-Sullivan, Director of Development, Community Foundation of Northeast Georgia

Maria Walden-Sullivan, Director of Development, Community Foundation of Northeast Georgia

Caring for her community is at the heart of everything Maria does. She was born in the oldest city in America (St. Augustine) and has been a proud Atlantan for the past 25 years. Maria is passionate about making a difference in her own backyard and inspiring others to do the same.

As our Director of Development, Maria is leading the Community Foundation of Northeast Georgia into a whole new territory. Through her role, we are now able to expand into and impact North Fulton and Forsyth. She has a passion for nonprofits and is highly skilled in donor relations, major gifts, volunteer management, grant writing, and capital campaign management.

Maria is a trainer and facilitator for leadership development, strategic planning, and capacity building. With almost a decade of experience at the world’s most trusted leadership company, Franklin Covey, Maria has been certified in over a dozen leadership courses. She has also served as an ad-hoc faculty member for the Georgia Center for Nonprofits since 2019.

LinkedIn

Scott Jordan, Board of Director, Community Foundation of Northeast Georgia

Scott Jordan, Board of Director, Community Foundation of Northeast Georgia

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 – of North Metro Atlanta, Market President – of Central Atlanta, and Market President – of 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

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Community Foundation, Community Foundation of Northeast Georgia, DePriest Waddy, John Ray, Maria Walden-Sullivan, North Fulton Business Radio, North Fulton Radio, northeast georgia, Office Angels, philanthropy, renasant bank, Scott Jordan

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

July 27, 2022 by John Ray

Pinnacle Financial Partners
Business Beat
Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners
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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.

 

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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