Josh Bohlander

Josh Bohlander is a seasoned professional with extensive experience in financial services and technology. Currently serving as Director and Solution Consultant at Trellance since July 2021, Josh provides strategic guidance to clients on business transformation through analytics. Prior to Trellance, Josh held the position of Product Manager at PSCU, and spent nearly two decades at Raymond James in various leadership roles, including Vice President of Wealth Solutions Strategy and Vice President of Advisor Technology - Product Management. In these capacities, Josh developed training and communication plans to enhance revenue and managed technology platforms serving over 7,000 financial advisors, achieving a 95% satisfaction rate. Earlier in their career, Josh worked as an Operations Manager at Boston Financial Data Services. Josh holds a Bachelor's degree in Business Management from Eckerd College.