Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Wendy T. O’Ree as senior managing director-wealth. Ms. O’Ree is responsible for growing the Bank’s wealth management business helping to guide high-net-worth clients through overall wealth advisory services and solutions.
A resident of Warren, NJ, Wendy has worked in the financial services industry for 26 years. Most recently, she was the Vice President, Regional Banking Director for the NJ, CT, NYC and Westchester markets for The Bank of New York Mellon where she advised high net worth clients and led a high performing team that significantly increased the growth of private banking loans, mortgages, deposits and investment assets under management. At BNY Mellon she earned recognition in the National Chairman’s Circle for four consecutive years and also served as a member of the National and Tri-State Wealth Management Operating Committees.
Prior to BNY Mellon, Wendy held the position of Vice President - Sales and Marketing at Global Crossing and, prior thereto, held sales and client management positions RR Donnelley Financial, NASDAQ-AMEX Market Group and Fleet Bank N.A.
Ms. O’Ree is an honors graduate from the Monmouth University School of Business earning a Bachelor of Science Degree in Marketing and a Masters of Business Administration in Finance. Wendy is a member of the Delta Mu Delta International Academic Honor Society, Women’s Initiative Network and holds FINRA Series 7 and 63 Licenses as well as a NJ salesperson real estate license.
ABOUT THE COMPANY
Peapack-Gladstone Financial Corporation is a New Jersey bank holding company with total assets of $1.97 billion as of December 31, 2013. Founded in 1921, Peapack-Gladstone Bank is a commercial bank that provides innovative private banking services to businesses, non-profits and consumers which help them to establish, maintain and expand their legacy. Through its private banking locations in Bedminster, Morristown, Princeton and Teaneck, its wealth management division, and its branch network and online platforms, Peapack-Gladstone Bank offers an unparalleled commitment to client service.