Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust announced the promotion of Lisa Brandi to Senior Vice President, Treasury Management Sales. In this elevated role, Brandi assumes responsibility for developing, managing, and expanding a portfolio of commercial client relationships while driving the adoption of a comprehensive suite of treasury management and escrow solutions. This promotion signals the bank's strategic focus on deepening its commercial banking services and leveraging specialized expertise to serve its client base.
Brandi's responsibilities encompass overseeing the bank's full range of treasury management offerings, which include ACH originations, domestic and international online wire services, remote deposit, bill pay, lockbox services, insured liquidity sweeps, remote check printing, and MyEscrow, the bank's virtual sub-accounting service. As a trusted advisor to upper middle market and private clients, her work involves helping organizations optimize cash flow, improve operational efficiency, and strengthen overall financial performance. She also oversees client onboarding, implementation, and training processes to ensure what the bank describes as a seamless white glove experience for commercial clients.
The appointment carries significant implications for Peapack Private's commercial banking division and its clients. With Brandi's expanded leadership, the bank aims to enhance its delivery of sophisticated cash management tools that can help businesses streamline financial operations and improve liquidity management. For commercial clients, particularly in the upper middle market segment, this represents access to more focused expertise and potentially more tailored solutions for complex treasury needs. The promotion also reflects the growing importance of digital treasury solutions in modern commercial banking, as evidenced by the suite of remote and online services under Brandi's purview.
Brandi brings substantial experience to her new position, having previously served as Managing Director, Treasury Management Sales at Peapack Private. Her background includes several leadership roles at Capital One Bank, where she served as Senior Sales Support Manager for the Northeast and Mid-Atlantic Regions, Senior Sales Support Specialist for New York City and New Jersey, and Vice President/Branch Manager in Staten Island, New York. She also held the position of Vice President/Branch Manager at Chase in New York and New Jersey. Brandi earned a Bachelor of Science in Business Administration from Wagner College.
Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $7.5 billion and assets under management and/or administration of $13.1 billion as of December 31, 2025. Founded in 1921, Peapack Private Bank & Trust operates as a commercial bank with a client-centric approach, offering customized wealth management, investment banking, and commercial and personal banking solutions. The bank's wealth management division provides comprehensive financial, tax, fiduciary, and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. More information about the bank's services is available at https://www.peapackprivate.com.
This leadership development within Peapack Private's treasury management division represents a strategic investment in specialized banking services that cater to the evolving needs of commercial clients. As businesses increasingly seek sophisticated digital solutions for cash management and financial operations, banks that strengthen their expertise in these areas position themselves as valuable partners for growth-oriented organizations. The promotion underscores the competitive importance of treasury management services in the commercial banking landscape and Peapack Private's commitment to maintaining a high level of service and expertise for its commercial client relationships.
