Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust announced the promotion of Lisa Brandi to Senior Vice President, Treasury Management Sales. In this position, Brandi will be responsible for developing, managing, and expanding a portfolio of commercial client relationships while driving adoption of the bank's comprehensive treasury management and escrow solutions. The bank's offerings include ACH originations, domestic and international online wire services, remote deposit, bill pay, lockbox services, insured liquidity sweeps, remote check printing, and MyEscrow, which is 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 client onboarding, implementation, and training to ensure what the bank describes as a seamless white glove experience.
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. 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. The company's banking subsidiary, Peapack Private Bank & Trust, was founded in 1921 and offers what it describes as a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management, investment banking, commercial and personal banking solutions. More information about the bank's services is available at https://www.peapackprivate.com.
The promotion reflects the bank's continued focus on strengthening its treasury management services for commercial clients. Treasury management has become increasingly important for businesses seeking to optimize their financial operations, particularly in an environment where efficient cash flow management can significantly impact profitability. The bank's comprehensive suite of services, including the MyEscrow virtual sub-accounting platform, represents a strategic offering for clients needing sophisticated financial tools. Brandi's extensive experience in both regional and national banking institutions positions her to expand these services to the bank's commercial client base, which includes upper middle market companies and private clients requiring specialized financial solutions. This move underscores the growing demand for advanced treasury solutions in the commercial banking sector, where institutions are competing to provide integrated financial management tools that enhance operational efficiency and financial performance for business clients navigating complex economic landscapes.
