Pavan Walter Brian Auman

Finance

Consumer Services

Profile

Mr. Pavan W.
Auman, CFA MBA, is Senior Research Analyst at Charles Schwab Investment Advisory, Inc. Prior to joining Charles Schwab Investment Advisory in February 2007, Mr. Auman was employed at Magley & Associates, an IT Manager at Visage Mobile, a Director of Client Services at Bricsnet Incorporated, an Engineer at WorkAdia, ChemConnect, SmartAge, Stock Master, and a Software Developer at the US Department of Energy.
Mr. Auman received his MBA degree in Finance from Santa Clara University.
He is a Chartered Financial Analyst.

Former positions of Pavan Walter Brian Auman

Companies	Position	End
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.	Analyst-Equity	01/09/2014

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Training of Pavan Walter Brian Auman

Santa Clara University

Masters Business Admin

Experiences
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Linked companies

Private companies	1
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.	Finance