Brett Stacey

Associate

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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