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Josh Bohlander

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Josh Bohlander

Vice President | Trellance

Florida, United States

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Josh Bohlander

Summary

Josh Bohlander is an accomplished Vice President of Sales Engineering at Trellance, leveraging over 20 years of experience in finance and technology. His career trajectory showcases a strong blend of leadership in both financial advisory and technology management, with a focus on driving business transformation through analytics and cloud solutions. Josh is known for his exceptional communication and presentation skills, which he has utilized to educate financial advisors and enhance client experiences. His extensive background includes roles at Raymond James, where he shaped technology strategies and managed product development initiatives. He is passionate about fostering innovation and process improvement within organizations. Outside of his professional life, Josh is likely to be engaged in activities that promote leadership development and strategic financial planning, reflecting his commitment to continuous growth and improvement in his field.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Josh Bohlander

Work Experience

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Vice President at

Trellance

June 2024 - Present

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Director at

Trellance

April 2023 - June 2024

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Solution Consultant at

Trellance

July 2021 - May 2023

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Product Manager at

PSCU

March 2021 - July 2021

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Vice President, Wealth Solutions Strategy at

Raymond James Financial, Inc.

July 2017 - April 2020

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Vice President, Advisor Technology - Product Management at

Raymond James Financial, Inc.

March 2007 - July 2017

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Senior Manager, Technology Product Management at

Raymond James Financial, Inc.

April 2005 - March 2007

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Supervisor of Mandatory Reorganization Department at

Raymond James Financial, Inc.

July 2001 - March 2005

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Operations Manager at

Boston Financial Data Services

September 1999 - June 2001

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Josh Bohlander

Education

Eckerd College, Bachelor's Degree

Frequently Asked Questions about Josh Bohlander

What is Josh Bohlander email address?

Josh Bohlander's primary email address is **********@trellance.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Josh Bohlander work for?

Josh Bohlander is a Vice President at Trellance, a company specializing in Functions related to depository banking.

Where Josh Bohlander graduated from?

Josh Bohlander holds a degree in Business Management from Eckerd College.

How can I directly contact Josh Bohlander?

To contact Josh Bohlander directly, you can use the email address **********@trellance.com. Complete contact information is available upon registration with Muraena.

Who is Josh Bohlander?

Josh Bohlander is an accomplished Vice President of Sales Engineering at Trellance, leveraging over 20 years of experience in finance and technology. His career trajectory showcases a strong blend of leadership in both financial advisory and technology management, with a focus on driving business transformation through analytics and cloud solutions. Josh is known for his exceptional communication and presentation skills, which he has utilized to educate financial advisors and enhance client experiences. His extensive background includes roles at Raymond James, where he shaped technology strategies and managed product development initiatives. He is passionate about fostering innovation and process improvement within organizations. Outside of his professional life, Josh is likely to be engaged in activities that promote leadership development and strategic financial planning, reflecting his commitment to continuous growth and improvement in his field.

Josh`s contact details

mail

**********@trellance.com

**************@tredence.com

**************@raymondjames.com

Colleagues

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Paolo Teotino

Chief Product Officer

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Patty Wisniewski

Chief of Staff

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Frank Wasson

President & CEO

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Michael Morey

Chief Client Experience Officer

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Paresh Shah

Offshore Delivery Officer & India Managing Director

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Karl Cherry

Senior Vice President Client Experience (Service)

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Bill Lehman

Chief Marketing Officer

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Daragh Fitzpatrick

SVP Data-Driven Business Solutions

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Dan Price Cpa Cfa

VP Prescriptive Analytics (acquired President Twenty Twenty Analytics)

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