Tamara Bohlig,
AssetMark

We can use Percolate as a catalyst for change.”
Presentation title:

How AssetMark Uses Percolate to Drive Organizational Change

About the video:
Tamara Bohlig, CMO of investment management company AssetMark, shares how she's turned Marketing into the growth engine for the rest of the company — with powerful lessons on managing organizational change. Using Percolate as their system of record, she has brought in process and organization and changed the culture of her team and, by extension, her company.
About the speaker:

Tamara Bohlig is the Chief Marketing Officer at AssetMark. In her role, Tamara leads the marketing team and is the primary catalyst behind the firm’s brand and all marketing programs. Previously, she was Vice President of Affluent Client Experience/Investor Services at Charles Schwab & Co., where she was responsible for the strategy and execution of Schwab’s retail offering for the affluent client segment. Prior to Schwab, Tamara held senior-level marketing roles with JPMorgan Chase and Hewlett-Packard.