Bailey Porath

I'm preparing for the Real Estate Salesperson Exam and pursuing an MLO license, bringing a refined, empathetic, people-first approach to customer service.

At Christopher Alan Financial, I maintain financial records, support private equity investor analysis, gather documentation for business sales and purchases, and manage accounts payable and receivable. I also use accounting software to process corporate, partnership, personal, and trust tax returns.

Previously, I managed Sun of a Beach Tanning, where I trained employees on procedures, equipment, safety, and customer service. I handled customer concerns professionally and analyzed revenue, expense, and budget reports to identify cost-saving opportunities.

I'm eager to grow with a forward-moving team and contribute meaningfully through organized operations, financial awareness, and strong client service.