Josh Bohlander Email & Phone Number
Senior Vice President of Sales and Account Management @ Trellance
Josh Bohlander Location
Seminole, FL, US
Josh Bohlander Work
- 2026 - now Senior Vice President of Sales and Account Management @ Trellance
- 2024 - 2026 Vice President @ Trellance
- 2023 - 2024 Director @ Trellance
- 2021 - 2023 Solution Consultant @ Trellance
- 2021 - 2021 Product Manager @ PSCU
- 2017 - 2020 Vice President, Wealth Solutions Strategy @ Raymond James
- 2007 - 2017 Vice President, Advisor Technology - Product Management @ Raymond James
- 2005 - 2007 Senior Manager, Technology Product Management @ Raymond James
- 2001 - 2005 Supervisor of Mandatory Reorganization Department @ Raymond James
- 1999 - 2001 Operations Manager @ Boston Financial Data Services
Josh Bohlander Education
- Eckerd College
Bachelor's degree (Business Management)
Josh Bohlander Skills
- Business Relationship Management
- Portfolio Management
- Product Management
- Mutual Funds
- Strategic Financial Planning
- Mergers & Acquisitions
- Wealth Management
- Securities
- Financial Planning
- Change Management
Josh Bohlander Summary
Josh Bohlander, based in Seminole, FL, US, is currently a Senior Vice President of Sales and Account Management at Trellance Cooperative Holdings, Inc.. Josh Bohlander brings experience from previous roles at Trellance Cooperative Holdings, Inc. and PSCU. Josh Bohlander holds a Bachelor's degree in Business Management @ Eckerd College. With a robust skill set that includes Business Relationship Management, Portfolio Management, Product Management, Mutual Funds, Strategic Financial Planning and more. Josh Bohlander has 3 emails and 1 mobile phone numbers on RocketReach.
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