Vice President
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Jun 2024 - Present
AeroLeads people directory · profile
Josh Bohlander Email & Phone Number
Vice President, Sales Engineering at Trellance
at
Trellance
1 work email found
@trellance.com
4 phones found area 727
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Sales Engineering at Trellance
Location
Seminole, Florida, United States
Company size
Who is Josh Bohlander? Overview
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Quick answer
Josh Bohlander is listed as Vice President, Sales Engineering at Trellance at Trellance, a company with 123 employees, based in Seminole, Florida, United States. AeroLeads shows a work email signal at trellance.com, phone signal with area code 727, and a matched LinkedIn profile for Josh Bohlander.
Josh Bohlander previously worked as Vice President at Trellance and Director at Trellance. Josh Bohlander holds Bachelor'S Degree, Business Management from Eckerd College.
Company email context
Email format at Trellance
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{first_initial}{last}@trellance.com
89% confidence
AeroLeads found 1 current-domain work email signal for Josh Bohlander. Compare company email patterns before reaching out.
Profile bio
About Josh Bohlander
I am an accomplished and respected finance and technology professional bringing over 20 years of progressive leadership experience. My expertise includes a valuable combination in senior management, technology adoption, product management, business development, superior presentation skills and managing business and process change leading to bottom-line results.
Listed skills include Portfolio Management, Product Management, Mutual Funds, Strategic Financial Planning, and 30 others.
Current workplace
Josh Bohlander's current company
Company context helps verify the profile and gives searchers a useful next step.
Trellance
9 roles
Josh Bohlander work experience
A career timeline built from the work history available for this profile.
Director
Apr 2023 - Jun 2024
Solution Consultant
Jul 2021 - May 2023
Product Manager
Mar 2021 - Jul 2021
Vice President, Wealth Solutions Strategy
Provide strategic direction related to the firm’s financial planning software. This involves developing training and communication plans that meet the needs of advisors with a focus to increase revenue and net new assets. Educate financial advisors about available resources (high & ultra-high net worth capabilities, financial planning tools and longevity.
Jul 2017 - Apr 2020
Vice President, Advisor Technology - Product Management
Responsible for leading the direction for the firm’s technology platform representing over 7,000 financial advisors and their clients. Managed the technology advisor council and ensured a 95% satisfaction rate among the advisors using the technology. Served as the primary contact for senior executives, regional management teams, and council level advisors.
Mar 2007 - Jul 2017
Senior Manager, Technology Product Management
Manage a team of product managers dedicated to identifying problems and then implementing solutions for our financial advisors and branch professionals.
Apr 2005 - Mar 2007
Supervisor Of Mandatory Reorganization Department
Supervised a group of associates repsonsible for processing all mandatory corporate actions for the firm. This included reverse splits, mergers, corprate reorganizations, and bond calls and maturities.
Jul 2001 - Mar 2005
Operations Manager
Responsible for the operations work for seven fund families. This included new accounts, redemptions, purchases, and all other account updates and actions.
Sep 1999 - Jun 2001
Team & coworkers
Colleagues at Trellance
Other employees you can reach at trellance.com. View company contacts for 123 employees →
SS
Sangmeshwar Swami
Colleague at Trellance
Bengaluru, Karnataka, India, India
View →
SB
Shankar Babu Gs
Colleague at Trellance
Bengaluru, Karnataka, India, India
View →
LV
Lakhan Vishwakarma
Colleague at Trellance
Pune, Maharashtra, India, India
View →
MT
Mamatha Thota
Colleague at Trellance
Hyderabad, Telangana, India, India
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GC
Gunjan Chhatbar
Colleague at Trellance
Ahmedabad, Gujarat, India, India
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JS
Jasmine Singer
Colleague at Trellance
North Charleston, South Carolina, United States, United States
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KM
Khyati Modi
Colleague at Trellance
Wesley Chapel, Florida, United States, United States
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TC
Thais Clayton
Colleague at Trellance
Greater Tampa Bay Area, United States
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YM
Yash Mathur
Colleague at Trellance
Ahmedabad, Gujarat, India, India
View →
YK
Yogesh K M
Colleague at Trellance
Bengaluru, Karnataka, India, India
View →
Sangmeshwar Swami
Colleague at Trellance
Bengaluru, Karnataka, India, India
View →
SB
Shankar Babu Gs
Colleague at Trellance
Bengaluru, Karnataka, India, India
View →
LV
Lakhan Vishwakarma
Colleague at Trellance
Pune, Maharashtra, India, India
View →
MT
Mamatha Thota
Colleague at Trellance
Hyderabad, Telangana, India, India
View →
GC
Gunjan Chhatbar
Colleague at Trellance
Ahmedabad, Gujarat, India, India
View →
JS
Jasmine Singer
Colleague at Trellance
North Charleston, South Carolina, United States, United States
View →
KM
Khyati Modi
Colleague at Trellance
Wesley Chapel, Florida, United States, United States
View →
TC
Thais Clayton
Colleague at Trellance
Greater Tampa Bay Area, United States
View →
YM
Yash Mathur
Colleague at Trellance
Ahmedabad, Gujarat, India, India
View →
YK
Yogesh K M
Colleague at Trellance
Bengaluru, Karnataka, India, India
View →
1 education record
Josh Bohlander education
FAQ
Frequently asked questions about Josh Bohlander
Quick answers generated from the profile data available on this page.
What company does Josh Bohlander work for?
Josh Bohlander works for Trellance.
What is Josh Bohlander's role at Trellance?
Josh Bohlander is listed as Vice President, Sales Engineering at Trellance at Trellance.
What is Josh Bohlander's email address?
AeroLeads has found 1 work email signal at @trellance.com for Josh Bohlander at Trellance.
What is Josh Bohlander's phone number?
AeroLeads has found 4 phone signal(s) with area code 727 for Josh Bohlander at Trellance.
Where is Josh Bohlander based?
Josh Bohlander is based in Seminole, Florida, United States while working with Trellance.
What companies has Josh Bohlander worked for?
Josh Bohlander has worked for Trellance, Pscu, Raymond James, and Boston Financial Data Services.
Who are Josh Bohlander's colleagues at Trellance?
Josh Bohlander's colleagues at Trellance include Sangmeshwar Swami, Shankar Babu Gs, Lakhan Vishwakarma, Mamatha Thota, and Gunjan Chhatbar.
How can I contact Josh Bohlander?
You can use AeroLeads to view verified contact signals for Josh Bohlander at Trellance, including work email, phone, and LinkedIn data when available.
What schools did Josh Bohlander attend?
Josh Bohlander holds Bachelor'S Degree, Business Management from Eckerd College.
What skills is Josh Bohlander known for?
Josh Bohlander is listed with skills including Portfolio Management, Product Management, Mutual Funds, Strategic Financial Planning, Public Speaking, Mergers And Acquisitions, Management, and Wealth Management.
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