Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust announced the promotion of Lisa Brandi to Senior Vice President, Treasury Management Sales. This internal advancement signals the bank's continued investment in its commercial banking leadership and specialized financial services for business clients.
Brandi is now responsible for developing, managing, and expanding a portfolio of commercial client relationships. A key aspect of her role involves driving adoption of the bank's comprehensive suite of treasury management and escrow solutions. These offerings are designed to address critical business banking needs and 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, Brandi helps organizations optimize cash flow, improve operational efficiency, and strengthen overall financial performance. Her oversight extends across the entire client lifecycle, including client onboarding, implementation, and training processes, ensuring what the bank describes as a seamless white glove experience for its commercial partners.
This promotion represents a strategic reinforcement of Peapack Private's commercial banking capabilities at a time when businesses increasingly seek sophisticated treasury management tools. The bank, which reported total assets of $7.5 billion and assets under management and/or administration of $13.1 billion as of December 31, 2025, emphasizes a client-centric approach to banking. More information about the bank's services is available at https://www.peapackprivate.com.
Brandi previously served as Managing Director, Treasury Management Sales at Peapack Private. Her extensive background in financial services includes several leadership positions 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.
The appointment of an experienced professional like Brandi to this senior role underscores the importance of treasury management services in contemporary commercial banking. For businesses, effective treasury management can mean the difference between merely tracking finances and actively enhancing liquidity, reducing costs, and mitigating financial risks. Peapack Private's focus on this area through dedicated leadership suggests recognition of these client needs within the competitive banking landscape.
For the banking industry, such promotions highlight the ongoing competition for talent with deep expertise in complex financial operations and client relationship management. Banks that successfully attract and retain leaders with proven track records in sales and service for commercial clients may gain a competitive edge in serving the upper middle market segment. The move also reflects Peapack Private's strategy to leverage internal talent for growth, promoting from within to maintain institutional knowledge while advancing its commercial objectives.
