Brett Stacey Email & Phone Number
Vice President SBA Lending @ Wells Fargo
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Brett Stacey Location
- Texas, United States
Brett Stacey Work
- Vice President SBA Lending @ (September 2025 - Present)
- Director of SBA Lending @ (November 2024 - August 2025)
- Vice President SBA and USDA Lending @ (March 2022 - November 2024)
- Vice President SBA and USDA Lending @ (August 2018 - March 2022)
- Vice President SBA Lending @ (April 2012 - August 2018)
- Consulting @ Legacy Advisors, LLC (January 2007 - December 2012)
- Sr. Financial Analyst @ (January 2005 - January 2007)
- Branch Manager @ (May 2003 - December 2005)
Brett Stacey Education
- Golden Gate University
Masters Degree (Accounting)
2004-2008 - University of the Pacific - Eberhardt School of Business
Bachelors Degree (Finance)
1999-2003
Brett Stacey Skills
- Loan Underwriting
- Key Performance Indicators
- Credit Reports
- Conflict Resolution
- Regulatory Requirements
- Originations
- New Business Opportunities
- Market Research
- Marketing Campaigns
- Market Analysis
- Lending
- Communication
- Coaching
- Presentations
- Business Loans
- Commercial Banking
- Team Leadership
- Management
- Marketing
- Series 7
- Series 63
- Series 79
- Commercial Lending
- Loans
- Banking
- Mortgage Lending
- Credit Analysis
- Credit
- Portfolio Management
- Financial Analysis
- Corporate Finance
- Credit Risk
- Risk Management
- Securities
- Mutual Funds
- Strategic Financial Planning
- Investments
- Wealth Management
- Financial Modeling
- Financial Services
- Equities
- Mergers
- Financial Risk
- Valuation
- Mergers & Acquisitions
- Finance
- Venture Capital
- FINRA
- Underwriting
- Financial Transactions
- Commercial Real Estate
- Business Administration
- Revolving Lines of Credit
- Litigation Support
- San Jose
- Net
- Asset Based Lending
- GoldenGate
- Microsoft Office
- Auto
- Client Interface
- Lines of Credit
- Loi
- Rolling
- Financial Statements
- Asset
- Portfolio
- Real Estate
- Sourcing
- Risk
- IRR
- Sales
- Minneapolis
- Waterfall
- Shareholder
- Relationship Management
- Capital Formation
- Commercial Litigation
- San Francisco
- SBA
- Cash Flow
- Annual Reviews
- Organizational Restructuring
- Boutique
- Structure
- Pacific
- Letters of Credit
- Responsibility
- Microsoft Excel
- Vault
- Cash Flow Analysis
- Staff Development
- Analysis
- Yield
- Software
- Business Development
- Contractual Agreements
- Accounting
- Training
- Wells Fargo
- Fundamental Analysis
- Guidance
- Moody
- Dallas
- Real Estate Transactions
- Fixed Income Analysis
- Spectrum
- NPV
- Facilities Management
- Mergers and Acquisitions
- Stress Testing
- Regulations
Brett Stacey Summary
- Brett Stacey, based in Texas, United States, is currently a Vice President SBA Lending at Wells Fargo. Brett Stacey brings experience from previous roles at Great Plains Bank, Hancock Whitney, First Citizens Bank and Wells Fargo. Brett Stacey holds a 2004 - 2008 Masters Degree in Accounting @ Golden Gate University. With a robust skill set that includes Loan Underwriting, Key Performance Indicators, Credit Reports, Conflict Resolution, Regulatory Requirements and more. Brett Stacey has 2 emails and 1 mobile phone numbers on RocketReach.
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