Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust announced the promotion of Lisa Brandi to Senior Vice President, Treasury Management Sales. In this role, Brandi is responsible for developing, managing, and expanding a portfolio of commercial client relationships while driving adoption of comprehensive treasury management and escrow solutions. These offerings include ACH originations, domestic and international online wire services, remote deposit, bill pay, lockbox, 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, Brandi helps organizations optimize cash flow, improve operational efficiency, and strengthen overall financial performance. She also oversees opportunities across client onboarding, implementation, and training to ensure seamless service delivery. This promotion represents a strategic investment in the bank's commercial banking capabilities at a time when businesses increasingly seek sophisticated treasury management solutions to navigate complex financial environments.
Brandi previously served as Managing Director, Treasury Management Sales at Peapack Private. Before joining the bank, she held several leadership positions at Capital One Bank, including 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 served as Vice President/Branch Manager at Chase in New York and New Jersey. Her extensive experience in financial services positions her to effectively lead the bank's treasury management sales initiatives.
The appointment comes as Peapack-Gladstone Financial Corporation continues to expand its commercial banking services. The company 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. Peapack Private Bank & Trust, founded in 1921, offers client-centric banking with customized wealth management, investment banking, and commercial 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 appointment signals the bank's commitment to strengthening its treasury management division and expanding its commercial client relationships. Brandi's promotion enables the bank to better serve organizations seeking to optimize their financial operations through advanced treasury solutions. The move aligns with broader industry trends where financial institutions are investing in specialized talent to meet growing demand for sophisticated cash management and escrow services from commercial clients navigating increasingly complex financial landscapes.
