Mr. Stacey is an associate with Legacy Advisors working in the areas of underwriting, economic research and financial modeling. Prior to joining Legacy Advisors, Mr. Stacey worked as a financial analyst for Wells Fargo Bank. He has over 4 years experience underwriting and reporting for multilevel transactions within the technology and real-estate industries. His current transactional experience includes direct credit, commercial credit portfolio management, credit facility take outs, operational risk analysis, treasury management, and three step pro-forma financial analysis. Mr. Stacey holds a BS in Finance from the University of the Pacific and an MS in Accounting from Golden Gate University. He is a FINRA registered representative (Series 7, 63), and investment banking representative (Series 79).
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