Peapack-Gladstone Financial Corporation and Peapack Private Bank & Trust have announced the promotion of Lisa Brandi to Senior Vice President, Treasury Management Sales. This leadership appointment positions Brandi to oversee the development and expansion of commercial client relationships while driving adoption of the bank's comprehensive treasury management and escrow solutions.
In her new role, Brandi will manage a portfolio of commercial client relationships and lead the implementation of services including 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. These digital solutions represent the evolving landscape of business banking where operational efficiency and cash flow optimization are critical competitive advantages.
As a trusted advisor to upper middle market and private clients, Brandi helps organizations improve financial performance through strategic treasury management. Her responsibilities extend across client onboarding, implementation, and training to ensure what the bank describes as a seamless white glove experience. This focus on client service aligns with Peapack Private's broader commitment to customized banking solutions.
Brandi previously served as Managing Director, Treasury Management Sales at Peapack Private. Her banking career includes leadership positions at Capital One Bank, where she held roles 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, NY. She also served as Vice President/Branch Manager at Chase in New York and New Jersey, bringing extensive regional banking experience to her new position.
The promotion occurs within a financial institution that reported 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, emphasizes a client-centric approach to banking with customized wealth management, investment banking, and commercial banking solutions. More information about the bank's services is available at https://www.peapackprivate.com.
For business leaders and technology executives, this appointment reflects the growing importance of sophisticated treasury management in today's digital economy. As companies seek to optimize cash flow and operational efficiency, financial institutions are responding with leadership focused on implementing comprehensive digital solutions. The promotion signals Peapack Private's commitment to expanding its commercial banking services through experienced leadership familiar with both traditional banking relationships and modern digital treasury tools.
The banking industry continues to evolve with increased emphasis on digital transformation in treasury services. Appointments like Brandi's indicate how regional banks are positioning themselves to compete by combining personalized service with technological solutions that address business needs for efficiency, security, and financial optimization. This development matters to business leaders because effective treasury management directly impacts organizational liquidity, operational costs, and strategic financial planning capabilities.
