Haris Khan
About Haris Khan
Haris Khan serves as the Director of Trust Services at Creative Planning, where he has worked since 2022. He has a robust background in operational management, having held leadership roles at Ameriprise Financial Services and New York Private Trust Company, and possesses advanced degrees in Life Sciences and Organizational Leadership.
Current Role at Creative Planning
Haris Khan serves as the Director of Trust Services at Creative Planning, a position he has held since 2022. In this role, he is responsible for overseeing trust services and ensuring that operational processes align with the company's strategic objectives. His leadership contributes to the development and management of trust services, enhancing client satisfaction and operational efficiency.
Previous Experience at Ameriprise Financial Services
Prior to his current role, Khan worked at Ameriprise Financial Services, LLC as the Director of Operations from 2020 to 2022. Based in Minneapolis, MN, he managed operational strategies and improvements, focusing on enhancing service delivery and operational performance during his tenure.
Experience at New York Private Trust Company
Khan held the position of Head of Operations at New York Private Trust Company from 2018 to 2020 in Wilmington, DE. His responsibilities included overseeing operational functions and implementing strategies to improve efficiency and service quality within the organization.
Educational Background
Haris Khan earned a Bachelor of Science (B.Sc.) in Life Sciences from Penn State University. He furthered his education by obtaining a Master of Science (M.Sc.) in Organizational Leadership from Wilmington University. His academic background supports his expertise in organizational design and change management.
Expertise in Operational Management
Khan is recognized for his thought leadership in operational management, with a focus on innovation and business development. He has extensive experience in developing high-performing remote teams and has a proven track record in financial and operational planning, including profit and loss management.