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Eric Greco

Equity Analyst - FinTech and eCommerce at Bailard, Inc.

United States

About

Eric Greco is an Equity Analyst at Bailard, Inc., specializing in the FinTech and eCommerce sectors. In this role, he conducts in-depth research and analysis to identify investment opportunities within financial technology and digital commerce, focusing on companies that drive innovation and financial inclusion. His insights help shape the firm's investment strategies in these rapidly evolving industries.

Greco's expertise centers on FinTech, including digital payments, neobanks, and mobile banking, as well as the broader eCommerce landscape. He is particularly interested in how technological advancements are expanding access to financial services for underserved populations, and he regularly contributes thought leadership on these topics through firm publications and industry commentary.

Prior to joining Bailard in 2020, Greco built a foundation in finance and investment analysis, leveraging his Bachelor of Science in Business Administration with a concentration in Finance from the University of San Francisco. His career reflects a strong commitment to understanding the intersection of technology and finance, and his work has been instrumental in highlighting the transformative impact of FinTech on the investment landscape.

Career History

OrganizationRoleDate RangeDetails
Bailard, Inc.Equity Analyst - FinTech and eCommerceApr 2020 to Present

Education

University of San Francisco

Bachelor of Science, Business Administration, Finance

2013 2015

Loyola Marymount University

Finance

2010 2012

Skills & Expertise

Financial Analysis
Data Analysis
Microsoft Office
Microsoft Excel
Salesforce.com
Wealth Management
Investments
Online Advertising
Corporate Finance
Business Writing
Account Management
Budgets
PPC
Data Entry
Equity Research
Financial Statement Analysis
Private Equity
LBO
Fund Of Funds
Business Correspondence
Social Media Marketing
Social Media
Leadership
Public Speaking
Customer Experience
Customer Relationship Management Crm
Trusted Business Advisor
Hnw
Business Relationship Management
Building Long Term Relationships
Post Sales
Customer Retention
Troubleshooting
Client Services
Post Sales Support
Customer Service Management
Manager Selection
Financial Services
Account Reconciliation
HTML
Professional Communication
Customer Experience Management
Microsoft Word
Interpersonal Communication
Microsoft Outlook
Customer Service
Customer Support
Consumer Relations
Interpersonal Skills
SQL
Customer Engagement
Analytical Skills
Due Diligence
Problem Solving
Written Communication
Institutional
Customer Advocacy
Customer Relationship Management

Others at Bailard, Inc. (16)

NameRoleLocation
Alex Spotswood
Alex Spotswood
Senior Vice President, Acquisitions and Portfolio ManagementCA , United States
Andrea Gandolfo
Andrea Gandolfo
Senior Vice President, Investment CounselorSan Mateo, CA , United States
A
Annalise Durante
Senior ESG Analyst and Investment CounselorVail, CO , United States
Austin Lastinger
Austin Lastinger
Vice President, Investment CounselorEncinitas, CA , United States
Dave Smith
Dave Smith
Chief Investment OfficerBerkeley, CA , United States
Eric Leve
Eric Leve
Chief Investment OfficerSan Mateo, CA , United States
Frank Marcoux
Frank Marcoux
Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing GroupSan Mateo, CA , United States
G
Glenn Davis
Sr. Vice President, Head TraderSan Mateo, CA , United States
Irene Liando
Irene Liando
Senior Equity AnalystCA , United States
James Pinkerton
James Pinkerton
Senior Vice President, Aquisitions and Portfolio ManagementSan Francisco, CA , United States
Showing 1-10 of 16 team members