Powering The Possibility Of Goals
Before Randi Bellner joined U.S. Bank Private Wealth Management, he carefully observed how his potential new team liked to work with each other.
“My goal is to foster an environment where team members care more about each other’s success than their own,” he says. “I’ve found that team cohesion and collaboration often translates into the best outcome for our clients.”
Randi’s team of wealth management professionals in Cincinnati are responsible for providing clients with a range of services, including Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. Their client base includes high net worth individuals, families and businesses.
“I am very impressed with the Private Wealth team and with U.S. Bank Wealth Management in general. The whole organization has a reputation for doing the right thing. This top-down philosophy to managing high-quality client service permeates our daily work. It guides our choices and it helps set our vision for the business going forward,” he says.
“That’s important because wealth management is ultimately about more than money. It’s about the impact, outcome and strategy that a wealth management team can bring to clients to help them power the possibility of their goals. That’s what we are all about.”
Education and community involvement
Randi has more than 25 years of wealth management and financial services experience. Prior to joining U.S. Bank, he was the market leader for Key Private Bank’s Indiana region. Prior to his position with KeyCorp, Randi served in a variety of leadership roles for PNC Financial Services. He has worked in the wealth management profession his entire career, serving individuals and families located in Indiana, Michigan and Ohio.
Randi graduated from The Ohio State University with a bachelor’s degree in finance and financial management services.
Randi was anxious to become involved with the Cincinnati community and recently joined the board of directors for the Cincinnati Symphony Orchestra, focusing on his passion for music and arts.
He is married, with three children. He enjoys fitness, fly-fishing and coaching youth soccer in his free time.
Randi Bellner, Market Leader, Cincinnati
513.632.4674 | email@example.com