Diana H. Pereira

Diana H. Pereira has a diverse work experience that spans various roles and industries. Diana H. began their career in 2009 as the Founder of Balance Financial Management, where they provided a range of financial services to organizations. In 2014, they joined Morton Capital Management as the Chief Compliance Officer, overseeing compliance and operational processes.

In addition to their finance roles, Diana also has experience in entrepreneurship and community development. Diana H. co-founded Impact Hub Santa Barbara (now Kiva Cowork) in 2013, creating a space for collaboration and innovation for entrepreneurs. Diana H. also co-owned Goleta Coffee Co from 2019 to 2022.

Diana's passion for social impact is evident in their involvement with organizations like the Wilderness Youth Project, where they served as the Board Treasurer. Diana H. also served as an International Jury Member for Accelerate2030, a program focused on scaling ventures that contribute to the Sustainable Development Goals.

More recently, Diana has held executive positions in technology companies. Diana H. was the Chief Financial Officer for Cognixion, a neurotech AI company, and currently holds the position of Chief Financial Officer at Pensionmark Financial Group, a leading consulting firm in the retirement plan and investment advisory services industry.

Overall, Diana H. Pereira's work experience showcases a combination of financial expertise, entrepreneurship, community leadership, and a dedication to making a positive societal impact.

Diana H. Pereira's education history begins in 1994 when they attended UC Santa Barbara. Diana H. pursued a Bachelor of Arts (B.A.) degree in Business Economics and completed their studies in 1997.

In 1995 and 1996, Diana H. Pereira also had the opportunity to study at Alma Mater Studiorum – Università di Bologna, where they focused on Economics.

After completing their undergraduate degree, Diana H. Pereira furthered their education in the field of Law. From 2004 to 2008, they attended The Santa Barbara & Ventura Colleges of Law, where they obtained a Juris Doctor (J.D.) degree.

Besides their formal education, Diana H. Pereira also received certification as a Member of the State Bar of California, although the specific details regarding the date of obtaining this certification are not provided.