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Marjorie L. Bailey is a Partner in the Firm's San Francisco office. She has more than 20 years experience with SEC policies‚ practices and procedures and has an in-depth knowledge of the finance and management of closely-held businesses.
Ms. Bailey also heads the SEC Practice group for the Firm´s Northern California practice. She assists clients with regulatory compliance issues and formulating strategic plans. In addition‚ she serves as a full service consultant for her private clients and is a member of the Firm’s National Alternative Investment, High Technology and Retail/Consumer Products industry groups. Ms. Bailey´s industry concentrations include technology and software‚ biosciences‚ telecommunications‚ manufacturing‚ mid-market publicly-held companies‚ apparel‚ retail, financial services, and not-for-profit.
Prior to joining the Firm in 1990 and returning in 2004‚ Ms. Bailey was the Chief Financial Officer and Vice President of Finance for a public SEC company and also held Chief Financial Officer positions at private companies. Earlier in her career‚ she spent more than six years with the Internal Revenue Service as a Revenue Agent. This experience provides Ms. Bailey with an added insight into both operations and regulatory requirements from the company´s perspective.
During her tenure with the Firm´s predecessor‚ Ms. Bailey launched its Women´s Initiative Program‚ which helps nourish the careers of the Firm´s female employees. She speaks at professional organizations on topics related to work-life balance‚ flexible scheduling and mentoring.
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Dominican University of California, Graduate School of Business,
Adjunct Faculty
University of California, Instructor
Accounting Advisory Board
League of Women Voters of San Francisco‚ Chairman of Nominating
Committee‚ Former Co-President & Treasurer
Golden Gate Community Health‚ Board of Trustees
Areas of Expertise
Assurance
SEC Registration & Reporting
Regulatory Compliance
Consulting
CFTC Regulatory Matter
Key Clients
Publicly-Held Companies
Closely-Held Businesses
Middle-Market Companies
Alternative Investments
Hedge Funds
Private Equity Funds
Education
Bachelor of Science‚ Accounting San Jose State University