Build a lasting personal brand

Peapack Private Elevates Lisa Brandi to Senior Vice President Role in Treasury Management

By Advos

TL;DR

Peapack-Gladstone Financial Corporation promotes Lisa Brandi to Senior Vice President, giving clients access to enhanced treasury management solutions for optimizing cash flow and financial performance.

Lisa Brandi will develop and manage commercial client relationships, driving adoption of treasury management solutions like ACH, wire services, remote deposit, and MyEscrow virtual sub-accounting.

This promotion strengthens Peapack Private Bank's client-centric approach, helping organizations improve operational efficiency and financial stability through trusted advisory relationships and seamless service experiences.

Lisa Brandi brings extensive experience from Capital One and Chase to her new role overseeing treasury management sales at Peapack Private Bank & Trust.

Found this article helpful?

Share it with your network and spread the knowledge!

Peapack Private Elevates Lisa Brandi to Senior Vice President Role in Treasury Management

Peapack-Gladstone Financial Corporation and its subsidiary Peapack Private Bank & Trust announced the promotion of Lisa Brandi to Senior Vice President, Treasury Management Sales. This appointment positions Brandi to lead 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 clients and oversee offerings including 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. These services are designed to help organizations optimize cash flow, improve operational efficiency, and strengthen overall financial performance.

As a trusted advisor to upper middle market and private clients, Brandi will oversee client onboarding, implementation, and training processes to ensure what the bank describes as a seamless white glove experience. Her promotion reflects Peapack Private's continued investment in leadership talent to serve its commercial banking clients with sophisticated financial solutions.

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.

The promotion comes as Peapack-Gladstone Financial Corporation, the New Jersey bank holding company, reported 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 positions itself as a commercial bank offering a client-centric approach to 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.

This leadership appointment is significant for businesses seeking sophisticated treasury management solutions in an increasingly complex financial landscape. Brandi's expanded role signals Peapack Private's commitment to enhancing its commercial banking services at a time when businesses require more advanced cash management tools and digital banking capabilities. The bank emphasizes its commitment to client service, which can be explored further at https://www.peapackprivate.com.

Curated from NewMediaWire

blockchain registration record for this content
Advos

Advos

@advos