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Alex Leonardi — Head of Trustee Services · Perpetual · Greater Sydney Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Over 25 years of experience in Operational Leadership, Coaching and Business Improvement delivery in financial services complemented by nine years in trustee services. Strengths in leading teams, establishing improvement programs, meeting fiduciary obligations, designing and setting up analytics capabilities.
Diverse leadership experience across Service Operations and Business Advisory functions. Significant expertise in Operational Excellence and Business Optimisation. Lean Six Sigma Black Belt qualified. Skilled at setting strategic direction, uniting people, and managing delivery. Thrives in partnering for improvements, coaching teams and delivering projects.
Experience
Head of Trustee Services, Perpetual Wealth ManagementCurrent
Perpetual Limited · Sydney, New South Wales, Australia
Aug 2025 – Present
State Lead - Customer Service Program, Nab Business
NAB · Sydney, Australia
Apr 2015 – Sep 2015
Responsible for the sustainable deployment of Operational Excellence and Visual Management across NSW Banking Centres. Leadership and coordination of project team working across 25 locations.
Education
Skills
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