Bailey is energized by the ins and outs of partnership accounting and taxation for the wide variety of funds that Meritage services. She also specializes in fund management company support and reporting coordination for side car investment vehicles. She’s a fearless software tool advocate in search of ways to streamline fundraising and investor reporting. Because many funds today have well over 50 investors, maintaining strong investor relations can be challenging. Bailey never misses a chance to reach out personally to fund investors with questions.
Bailey received a Bachelor of Accounting from Colorado State University and her Master of Accounting from Metropolitan State University. Her CPA application is submitted for final review. Prior to joining Meritage, she worked at EKS&H where she served a wide variety of clients as a tax preparer. Bailey’s dogged determination at work is a telltale sign of the frontier spirit that still flows in a 4th generation Coloradan who loves helping corral her 5th generation nieces and nephews.
Canine crush: TBD, but it could be a goat.