Tamara Bohlig
Director/Board Member at AXOS FINANCIAL, INC.
Net worth: 472 066 $ as of 30/04/2024
Profile
Tamara N.
Bohlig is an Independent Director and Director at Axos Financial, Inc. and Axos Bank respectively.
She previously worked as Vice President-Business Development at Charles Schwab & Co., Inc., Vice President at JPMorgan Chase Bank, NA (New York), and Chief Marketing Officer at AssetMark Financial Holdings, Inc. She also briefly served as Chief Marketing Officer at BillFloat, Inc. Ms. Bohlig holds an undergraduate degree and an MBA from Kellogg School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
AXOS FINANCIAL, INC.
0.02% | 14/02/2024 | 8,917 ( 0.02% ) | 472 066 $ | 30/04/2024 |
Tamara Bohlig active positions
| Companies | Position | Start |
|---|---|---|
| AXOS FINANCIAL, INC. | Director/Board Member | 28/08/2019 |
Axos Bank
 Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Director/Board Member | 31/08/2019 |
Former positions of Tamara Bohlig
| Companies | Position | End |
|---|---|---|
BillFloat, Inc.
 BillFloat, Inc. Finance/Rental/LeasingFinance BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA. | Sales & Marketing | 01/08/2022 |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Sales & Marketing | 01/01/2020 |
JPMorgan Chase Bank, NA (New York)
 JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Tamara Bohlig
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| AXOS FINANCIAL, INC. | Finance |
| Private companies | 4 |
|---|---|
Axos Bank
Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
JPMorgan Chase Bank, NA (New York)
JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Finance |
BillFloat, Inc.
BillFloat, Inc. Finance/Rental/LeasingFinance BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA. | Finance |
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