Click on your state to view the appropriate sales team contact, or download the pdf version here.

Bruce Bischoff

Executive Vice President of Sales

bruce.bischoff@clsinvest.com
402-980-1182

Home Office Team — 888-455-4244

Internal Sales — Bryan Gelster

Relationship Internal — Dawn Batho

Customer Service — Pam Gordon & Lori Whitcomb

New Business — Nathan Peters

Bruce Bischoff joined CLS in 2012 as the Vice President of National Sales for CLS. His duties include sales management and advocacy for the sales teams at CLS, including internal and external sales, as well as the Key Accounts Team. Mr. Bischoff holds a Bachelor of Arts in Marketing from Utah State University, with a minor focus in Japanese language. He currently holds the Series 65 securities registration.

Prior to joining CLS, Mr. Bischoff worked in pharmaceutical and medical device sales and sales management.

Mr. Bischoff enjoys hunting, scuba diving, and spending time with his wife and four children.

Learn more about Bruce on our blog.

Myles Bozinovski

Myles Bozinovski

Regional Vice President of Sales

myles.bozinovski@clsinvest.com
310-947-0715

Home Office Team — 888-455-4244

Internal Sales — Jesse Bargstadt

Relationship Internal — Dawn Batho

Customer Service — Michael Bull & Jacqueline Hansen

New Business — Sisty Driscoll

Myles Bozinovski joined CLS in December of 2014 as Regional Vice President of Sales, covering various states in the western part of the United States.

Prior to joining CLS, Mr. Bozinovski held numerous sales leadership positions within the financial services industry. Mr. Bozinovski started his career as a financial advisor with Morgan Stanley. He then spent nine years working with TCW Funds, where he held Internal Sales Representative, Internal Sales Manager, and External Wholesaler positions. In sum, he brings over 15 years of experience to CLS.

Mr. Bozinovski currently holds FINRA Series 7, 63, and 65 securities registrations. He earned a Bachelor of Science degree from the University of California, Los Angeles, where he was a member of the Water Polo Team. Mr. Bozinovski has spent many years as a lifeguard and enjoys spending time with his wife and three children.

Jon Trbovich

Jon Trbovich

Senior Regional Vice President of Sales

jont@clsinvest.com
303-956-8147

Home Office Team — 888-455-4244

Internal Sales — Ben Stout, ChFC

Relationship Internal — Cale Beyer

Customer Service — Tamsin McDonald

New Business — Angela Pledger

Jon Trbovich joined CLS as a Regional Vice President in 2003. His territory covers the states of Tennessee, Mississippi, Alabama, Georgia, South Carolina, Florida, and Puerto Rico.

Mr. Trbovich has a strong statistical and technical background, and his expertise complements company service areas including exchange traded funds. His previous experience includes service and analyst positions at Merrill Lynch, service and trading positions at Schwab Institutional, and Regional Vice President at Shields Management Company.

Mr. Trbovich received a Bachelor of Science degree in Mathematics with a concentration in Actuarial Science and a minor in Statistics from Colorado State University. He currently holds FINRA Series 6, 7, 63, and Series 65 securities registrations.

John Welch

John Welch

Senior Vice President of Sales

john.welch@clsinvest.com
617-595-9153

Home Office Team — 888-455-4244

Internal Sales — Andie Wilkinson

Relationship Internal — Cale Beyer

Customer Service — Justin Osterfoss

New Business — Sisty Driscoll

John Welch joined CLS in 2012 as Regional Vice President of Sales for the northeast territory of the United States. In his role at CLS, he is committed to partnering with advisors, as well as assisting them in growing their businesses and forging lifelong relationships with clients.

A Business Management major from the University of Maine, Mr. Welch has passed the FINRA series 6, 63, and 65 securities exams. He also received the Certified Investment Management Analyst designation from Wharton Business School in 2009.

Mr. Welch has over 18 years of experience within the financial services industry. Prior to joining CLS, he worked as an Institutional Wholesaler for MFS Investment Management in the Mid-atlantic area.

Learn more about John on our blog.