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Marjorie Bailey CPA*
Partner-In-Charge – San Francisco and Silicon Valley
 

Office Location
101 Montgomery Street
Suite 1900
San Francisco, CA 94104
 
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As Partner-In-Charge of the Firm´s San Francisco and Silicon Valley offices‚ Marjorie L. Bailey is responsible for overseeing the growth of the Firm´s Northern California operations. 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
*Licensed by the State of California
 


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