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Josh Bohlander
Josh Bohlander
Vice President | Trellance
Florida, United States
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.
Josh Bohlander
Work Experience
Vice President at
Trellance
June 2024 - Present
Director at
Trellance
April 2023 - June 2024
Solution Consultant at
Trellance
July 2021 - May 2023
Product Manager at
PSCU
March 2021 - July 2021
Vice President, Wealth Solutions Strategy at
Raymond James Financial, Inc.
July 2017 - April 2020
Vice President, Advisor Technology - Product Management at
Raymond James Financial, Inc.
March 2007 - July 2017
Senior Manager, Technology Product Management at
Raymond James Financial, Inc.
April 2005 - March 2007
Supervisor of Mandatory Reorganization Department at
Raymond James Financial, Inc.
July 2001 - March 2005
Operations Manager at
Boston Financial Data Services
September 1999 - June 2001
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
**********@trellance.com
**************@tredence.com
**************@raymondjames.com
Colleagues
Chief Product Officer
Chief of Staff
President & CEO
Chief Client Experience Officer
Offshore Delivery Officer & India Managing Director
Virtual CISO
Senior Vice President Client Experience (Service)
Chief Marketing Officer
SVP Data-Driven Business Solutions
VP Prescriptive Analytics (acquired President Twenty Twenty Analytics)