Wendy Edyth Paskin-Jordan

Current Employers

Employment History

• 01/2012 → 01/2021
  Paskin Capital Advisors, Llc
  San Francisco, CA
• 05/2013 → 05/2020
  S F Sentry Securities, Inc.
  San Francisco, CA
• 09/2020 → Present
  Mit Associates, Llc
  Santa Rosa, CA
• 01/2021 → Present
  Paskin & Berler Capital Advisors, Llc
  San Francisco, CA

Previous Registrations

• 2012-02-13 → 2012-03-15
  Paskin & Kahr Capital Management Llc
  San Francisco, CA
• 1999-03-10 → 2010-12-31
  Paskin & Kahr Capital Management Llc
  San Francisco, CA

Other Businesses

1.) PASKIN & BERLER CAPITAL ADVISORS, LLC; INVESTMENT-RELATED; SAN FRANCISCO, CA; SEC Registered Investment Advisor - individual advisory client accounts CO-CEO; STARTED 01/2021; 125 hours/week Provide ongoing, comprehensive advice on the investment of funds based on the individual needs of each client using strategic and tactical asset allocation to create the optimal balance between the risk tolerance and expected return for each client's unique goals and objectives. 2.) AAA MOUNTAIN WEST GROUP (MWG); NOT INVESTMENT-RELATED; WALNUT CREEK, CA; Provides automotive, insurance, travel and financial services to 4 million members DIRECTOR; STARTED 2001; 2.5 hours/week; Advocate for the motorist and traveler for providing emergency road service, maps and insurance products, enhance the member experience, present a consistent brand image and deliver targeted marketing and promotional information. 3.) AAA CLUB PARTNERS; NOT INVESTMENT-RELATED; WALNUT CREEK, CA; AAA Club Partners (ACP) is a holding company comprised of ten AAA clubs that serve nearly 12 million members in 20 states and the District of Columbia. DIRECTOR; STARTED 02/17/2013; 2.5 hours/week It is the Board's duty to create extraordinary value for the partner clubs and their members.to sustain AAA's strategic leadership; modeling collaboration, learning, adaptability and excellence. 4.) HARVEST FUNDS MANAGEMENT; INVESTMENT-RELATED; MARBLEHEAD, MA; The company advises large investors on allocations to emerging hedge firms and partners with the hedge firms to build businesses and facilitate exit scenarios for investors. ADVISORY BOARD MEMBER; STARTED 11/1/2012; 2 hours/week; Share ideas and opinions in manager research, risk management and distribution in order to identify, incubate, grow and harvest top alternative investment firms. 5.) PIMCO RIA ADVISORY BOARD; INVESTMENT-RELATED; NEWPORT BEACH, CA; To bring the voice of Registered Investment Advisors into the boardroom to assist PIMCO and the PIMCO Registered Investment Advisor (RIA) Team in bringing to market the most appropriate investment solutions and highest quality of service to valued advisors. MEMBER ADVISORY BOARD; STARTED 08/09/2013; 2 hours/month; Candidly share ideas and observations on various topics including industry trends, the competitive landscape and current market related events; provide feedback on new business initiatives. 6.) SBJ FUND LP; WALNUT CREEK, CA; INVESTMENT-RELATED; Spanos Barber Jesse & Co. (SBJ) is an investment firm that manages approximately $300 million of committed capital. SBJ focuses on lower middle-market consumer, business services and healthcare services companies. They provide thoughtful strategic advice, domain expertise and flexible solutions to support the value-creation goals of entrepreneurs, owners and management teams. CONSULTANT; Estimated to start 4Q20 DEVOTE 3 HOURS PER MONTH; Strategic management and business consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-08
• S63 Uniform Securities Agent State Law Examination
  1996-07-03

Other Names

• Wendy Edyth Paskin
• Wendy Edyth Paskin-Jordan