Nicole Bonanno
About Nicole Bonanno
Nicole Bonanno serves as the Managing Director of Client Service & Delivery at Peapack-Gladstone Bank, where she has led various initiatives to enhance operations and client services since 2017. She has a background in client service and operations, having previously worked at Quadrant Capital Management and Morgan Stanley Smith Barney.
Work at Peapack-Gladstone Bank
Nicole Bonanno serves as the Managing Director of Client Service & Delivery at Peapack-Gladstone Bank, a role she has held since 2017. In her position, she has managed significant projects, including the migration of data and workflows during the integration of Quadrant Capital Management into Peapack's framework. Bonanno has developed an operations playbook aimed at standardizing processes and managing growth within Peapack Private Wealth Management. She also led the development of a universal client agreement and facilitated the migration to a new portfolio management system, Tamarac. In 2022, she was promoted to Senior Managing Director, Director of Client Service.
Education and Expertise
Nicole Bonanno has extensive experience in client service and operations within the financial services industry. Her expertise includes managing complex integrations, developing operational frameworks, and implementing strategic project plans. Bonanno has a strong background in client relationship management and has played a key role in selecting and vetting bank-wide systems, such as the CRM system BankSight at Peapack Private Wealth Management. Her skills are complemented by her previous roles in various capacities at Quadrant Capital Management and Morgan Stanley Smith Barney.
Background
Before joining Peapack-Gladstone Bank, Nicole Bonanno worked at Quadrant Capital Management LLC for over a decade. She started as a Client Service Specialist from 2004 to 2011 and later served as the Director of Operations from 2011 to 2017. Her career also includes a position as a Senior Sales Associate at Morgan Stanley Smith Barney from 1999 to 2004. Bonanno's diverse experience in client service and operations has contributed to her current role in managing client services at Peapack.
Achievements
Nicole Bonanno has successfully implemented a five-year project plan at Peapack Private Wealth Management, focusing on achieving strategic priorities and advancing towards end-to-end automation. She has also rolled out processes for RIA dissolution and integration for acquired entities. Her contributions during the acquisition of Quadrant Capital Management included performing extensive due diligence. Bonanno's leadership in developing operational standards and client agreements has been pivotal in enhancing service delivery at Peapack.