Josh Bohlander
Vice President at Trellance | Seminole, Florida, United States
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Josh Bohlander serves as the Vice President at Trellance, where he leverages over 20 years of extensive experience in finance and technology to drive transformative solutions for credit union partners. In his current role, Josh focuses on empowering these institutions to harness the power of Analytics, Talent, and Cloud Solutions, enabling them to adapt to the rapidly evolving financial landscape. His deep expertise in business analysis and technical product management allows him to guide organizations through complex processes, ensuring they can effectively implement innovative strategies that lead to significant bottom-line results.
At Trellance, Josh is instrumental in spearheading key projects that emphasize technology adoption and business development. His ability to manage vendor relationships and oversee the integration of advanced analytical tools has proven invaluable in enhancing operational efficiency and member engagement for credit unions. His superior presentation skills enable him to communicate complex concepts clearly, fostering collaboration and understanding among stakeholders.
Josh’s commitment to team management and priority setting ensures that projects are executed seamlessly, aligning with the strategic goals of credit unions. By focusing on retirement solutions and securities, he addresses the unique challenges faced by financial institutions, positioning them for sustainable growth. As a respected leader in the industry, Josh Bohlander continues to shape the future of credit unions, driving innovation and excellence in financial services through his visionary approach and unwavering dedication.
Vice President at Trellance in June 2024 to Present
Director at Trellance in April 2023 to June 2024
Solution Consultant at Trellance in July 2021 to May 2023
Product Manager at PSCU in March 2021 to July 2021
Vice President, Wealth Solutions Strategy at Raymond James in July 2017 to April 2020
Vice President, Advisor Technology - Product Management at Raymond James in March 2007 to July 2017
Senior Manager, Technology Product Management at Raymond James in April 2005 to March 2007
Supervisor of Mandatory Reorganization Department at Raymond James in July 2001 to March 2005
Operations Manager at Boston Financial Data Services in September 1999 to June 2001
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Business Relationship Management
Portfolio Management
Product Management
Mutual Funds
Strategic Financial Planning
Mergers & Acquisitions
Wealth Management
Securities
Financial Planning
Change Management
Business Analysis
Financial Services
Vendor Management
Strategic Communications
Financial Advisory
Budgets
Asset Management
Retirement Planning
Program Management
Product Innovation
SDLC
Asset Allocation
Retirement
Risk Management
Investment Strategies
Investment Advisory
Budgeting
Software Development Life Cycle (SDLC)
Business Process Improvement
Customer Relations
Analytical Skills
Strategy
Public Speaking
Management
Customer Service
Team Management
Thought Leadership
Presentation Skills
Problem Solving
Presentations
Communication
Executive Management
Leadership
Technical Product Management
Presentation Development
Technology Leadership
Advisory Boards
Process Improvement
Priority Setting
Presenter
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Discover more about TrellanceWhat is Josh Bohlander email address?
Email Josh Bohlander at [email protected]. This email is the most updated Josh Bohlander email found in 2026.
What is Josh Bohlander phone number?
Josh Bohlander phone number is +17274810921 and +17275672885.
How to contact Josh Bohlander?
To contact Josh Bohlander send an email to [email protected]. If you want to call Josh Bohlander try calling on +17274810921 and +17275672885.
What company does Josh Bohlander work for?
Josh Bohlander works for Trellance
What is Josh Bohlander's role at Trellance?
Josh Bohlander is Vice President
What industry does Josh Bohlander work in?
Josh Bohlander works in the Business Consulting And Services industry.
Josh Bohlander Email Addresses
Josh Bohlander Phone Numbers
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