Diana Greg, CFP®

Diana Greg, CFP®, has over 13 years of work experience in various roles. Diana is currently serving as the Founding Product Manager at Comprehensive since May 2022. Prior to that, they worked at Human Interest from 2016 to 2021, where they held multiple positions including Principal Product Manager and Product Manager. During their time at Human Interest, Diana championed the product vision, defined priorities, chaired the Investment Committee, and mentored new Product Managers. Diana also drove strategy, planning, and execution for the product roadmap, launched new pricing and packaging products, and collaborated closely with engineers and designers.

Before joining Human Interest, Diana worked as the San Francisco Community Director at Empire Startups from 2015 to 2016, where they bridged the gap between entrepreneurs, domain experts, and the investment community. Diana also gained experience at Tradecraft in 2015, where they focused on growth skills crucial for success as a marketing professional at high-growth startups.

Diana's earlier experience includes working at Point72 Asset Management as an Administrator, SAC Capital as an Administrative Assistant, 2U as a Business Development member, and the Washington Nationals as a Ballpark Operations Intern. In these roles, they supported research efforts, assisted with customer retention initiatives, developed employee onboarding tutorials, and assisted in season-long promotional events.

Throughout their career, Diana has consistently demonstrated their expertise in product management, strategy execution, customer experience, and team leadership. Their diverse background has enabled their to develop a comprehensive skill set and deep understanding of the financial and technology industries.

Diana Greg, CFP®, completed their Bachelor of Science degree in Finance at the University of Maryland - Robert H. Smith School of Business from 2007 to 2011. In 2010, they also pursued a Bachelor of Science (BS) degree in Finance at The American University of Rome for a year.

In addition to their educational background, Diana Greg has obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board in December 2019. Diana has also acquired the Series 65 certification from the FINRA (Financial Industry Regulatory Authority), although specific details regarding the month and year of obtaining the certification are not provided.