Haris Khan Email & Phone Number

Overland Park, Kansas, United States

Responsible for the strategic planning, development, and direction of the firm. Over the past two years, I have successfully grown our AUM from $1.3B to $8.2B, while designing the firm, building specialized staffing, tools, and the compliance framework necessary to develop a competitive trust business. I have also significantly increased our business revenues as a multiple of our expenses, resulting in a very profitable business model.

Minneapolis, Mn

Rebuilt the Trust Operations department from the ground up by setting up a framework for success. Created significant realignment of technology resources within the trust department, while introducing better communication and synergies within the Operations, Administration, and Investment teams. Oversaw a portfolio of $1.4B AUM and a team of 8 direct reports in the areas of Operations, Revenue Management, and Business Reporting. Additionally, leveraged the Ameriprise India team to offer support and to act as a proxy to the MN team members on a variety of critical trust operations functions.

Wilmington, De

Reported to the President of NYPTC and oversaw a portfolio of $8B AUM while successfully leading a team of local and remote staff members specializing in the areas of Operations, Specialty Assets, Tax, Revenue Management, and Business Reporting. Coordinated the conversion of NYPTC’s accounting platform from Fi-Tek to Charlotte. Designed tools and business reporting to reduce revenue loss by 96% and developed metrics to measure remote productivity in adherence to company standards.

Wilmington, De

Reported to the President of the Oppenheimer Trust Company and managed a $2B AUM portfolio with all aspects of business reporting, reconciliations, account openings, transactional activity, and operations for the enterprise. Generated strong business results in alignment with efficiency, expense management, operational controls, and company risk tolerance. Fostered collaborative culture and strong team member engagement and retention, and developed and grew leadership capabilities within the team, including an integrated, high-performing leadership team.

Orlando, Fl

Wilmington, De

Wilmington, De

Horsham, Pa

Bensalem, Pa

Philadelphia, Pa

Master Of Science (M.Sc.), Organizational Leadership

Bachelor Of Science (B.Sc.), Life Sciences