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@nyptrust.com
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Haris Khan is listed as Director of Trust Services at Creative Planning, a company with 631 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nyptrust.com and a matched LinkedIn profile for Haris Khan.
Haris Khan previously worked as Director Of Operations at Ameriprise Financial Services, Llc. and Head Of Operations at New York Private Trust Company. Haris Khan holds Master Of Science (M.Sc.), Organizational Leadership from Wilmington University.
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AeroLeads found 1 current-domain work email signal for Haris Khan. Compare company email patterns before reaching out.
Highly successful leader with 31 years of progressive experience in Trust, Wealth, and Risk Management. A results-driven executive known for developing diverse, high-performing, remote and on-site teams, providing thought leadership with excellent hands-on experience in business development and innovation, operational management, and employee engagement.Leveraged my broad experience in Trust Management – Administration and Operations to set up and streamline trust businesses through a variety of policy, procedure and people changes. This diverse experience gives me the ability to translate the needs of trust management clients into responsive and proactive steps needed to design a business that is sound and market competitive. Proven areas of expertise include:●
Listed skills include Banking, Finance, Financial Services, Portfolio Management, and 27 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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..
Horsham, PA
Bensalem, PA
Philadelphia, PA
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Andrew Sasso, Cfp®, Chsnc®, Chfc®
Colleague at Creative Planning
New York City Metropolitan Area, United States
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JR
Jared Ravencamp
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
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CK
Charles Khoury
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
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MM
Matt Marinovich, Cfp®
Colleague at Creative Planning
Marietta, Georgia, United States, United States
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SS
Sam Scaggs
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
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MA
Michael Alan Konzen Cfp®
Colleague at Creative Planning
Greater Houston, United States
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MT
Michele Tagney
Colleague at Creative Planning
La Mesa, California, United States, United States
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RW
Roger Ward, Cpa/Pfs, Cfp, Mfp
Colleague at Creative Planning
Roswell, Georgia, United States, United States
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SZ
Salah Zanabili
Colleague at Creative Planning
Dallas-Fort Worth Metroplex, United States
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RV
Renee Vogel
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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Quick answers generated from the profile data available on this page.
Haris Khan works for Creative Planning.
Haris Khan is listed as Director of Trust Services at Creative Planning.
AeroLeads has found 1 work email signal at @nyptrust.com for Haris Khan at Creative Planning.
Haris Khan is based in Kansas City Metropolitan Area, United States, United States while working with Creative Planning.
Haris Khan has worked for Creative Planning, Ameriprise Financial Services, Llc., New York Private Trust Company, Oppenheimer Trust Company, and Wells Fargo.
Haris Khan's colleagues at Creative Planning include Andrew Sasso, Cfp®, Chsnc®, Chfc®, Jared Ravencamp, Charles Khoury, Matt Marinovich, Cfp®, and Sam Scaggs.
You can use AeroLeads to view verified contact signals for Haris Khan at Creative Planning, including work email, phone, and LinkedIn data when available.
Haris Khan holds Master Of Science (M.Sc.), Organizational Leadership from Wilmington University.
Haris Khan is listed with skills including Banking, Finance, Financial Services, Portfolio Management, Leadership, Business Development, Relationship Management, and Wealth Management.
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