Senior Manager, Product Marketing
Current
Jun 2023 - Present
AeroLeads people directory · profile
Olivia Barbee, Cfa Email & Phone Number
Product Marketing Manager
at
Parnassus Investments
1 work email found
@financialwomensf.org
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Product Marketing Manager
Location
San Francisco, California, United States
Who is Olivia Barbee, Cfa? Overview
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Quick answer
Olivia Barbee, Cfa is listed as Product Marketing Manager at Parnassus Investments, based in San Francisco, California, United States. AeroLeads shows a work email signal at financialwomensf.org and a matched LinkedIn profile for Olivia Barbee, Cfa.
Olivia Barbee, Cfa previously worked as Senior Manager, Product Marketing at Parnassus Investments and Board Member/VP of Marketing and Communications at Financial Women Of San Francisco. Olivia Barbee, Cfa holds Bachelor'S Degree, American Studies from Stanford University.
Company email context
Email format at Parnassus Investments
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*@financialwomensf.org
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Profile bio
About Olivia Barbee, Cfa
I am a passionate lifelong learner and accomplished content marketer with expertise in turning complex information into compelling narratives. I am seeking a growth-oriented environment in which to exercise my proven editorial, leadership, and analytical skills.
Listed skills include Research, Writing, Editing, Project Management, and 4 others.
Current workplace
Olivia Barbee, Cfa's current company
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7 roles · 33 years
Olivia Barbee, Cfa work experience
A career timeline built from the work history available for this profile.
Board Member/Vp Of Marketing And Communications
CurrentAs past president, I led the organization’s shift to remote events and meetings during the pandemic. I also guided an updated DEIB strategy that explicitly stated our values and better aligned thescholarship program with our DEIB goals. As the current vice president of marketing and communications, I am leading a three-person team to set our editorial calendar, publish press releases, edit videos, and refine our social media strategy.
Jan 2021 - Present
Marketing Program Manager
Drove content that sharpened investment theses and outlooks for use in reports, emails, blog posts, and social media posts targeting financial advisors and institutional investors. Researched, organized, and implemented a report detailing a team's approach to social impact investing that became the group's front-page lead-magnet asset.
Nov 2018 - Feb 2021
Business Communications Consultant, Marketing Manager
Organized, researched, and wrote thought leadership and marketing collateral for Wells Fargo Investment Institute and Wells Fargo Asset Management, collaborating with analysts and graphic designers. Led a two-person team of copywriters and lobbied to establish their place in the editorial process in order to minimize errors and enhance brand consistency. Obtained political buy-in to implement a style guide that set consistent standards across the group.
Oct 2016 - Nov 2018
Communications Consultant, Investment Communications
Crafted portfolio manager interviews into compelling narratives for quarterly reports, white papers, blog posts, and shareholder communications for various Wells Fargo Asset Management strategies. Focused on value, international stock, and high-yield bond strategies.
Feb 2008 - Oct 2016
Senior Institutional Writer, Investment Communications
-- Initiated coverage of high-yield bond and natural resources strategies, working with portfolio managers and analysts to package their insights into attribution-based reports aimed at financial advisors and institutional investors. -- Collaborated with investment teams, sales executives, and subject matter experts to craft timely, accurate, and persuasive responses to RFPs.
May 2002 - Jan 2008
Fund Analyst, Editor
Morningstar Inc.
1994 - 2002
~8 yrs
2 education records
Olivia Barbee, Cfa education
Bachelor'S Degree, American Studies
Stanford University
Diploma, Digital Marketing
Brainstation
FAQ
Frequently asked questions about Olivia Barbee, Cfa
Quick answers generated from the profile data available on this page.
What company does Olivia Barbee, Cfa work for?
Olivia Barbee, Cfa works for Parnassus Investments.
What is Olivia Barbee, Cfa's role at Parnassus Investments?
Olivia Barbee, Cfa is listed as Product Marketing Manager at Parnassus Investments.
What is Olivia Barbee, Cfa's email address?
AeroLeads has found 1 work email signal at @financialwomensf.org for Olivia Barbee, Cfa at Parnassus Investments.
Where is Olivia Barbee, Cfa based?
Olivia Barbee, Cfa is based in San Francisco, California, United States while working with Parnassus Investments.
What companies has Olivia Barbee, Cfa worked for?
Olivia Barbee, Cfa has worked for Parnassus Investments, Financial Women Of San Francisco, Wells Fargo, T. Rowe Price, and Morningstar Inc..
How can I contact Olivia Barbee, Cfa?
You can use AeroLeads to view verified contact signals for Olivia Barbee, Cfa at Parnassus Investments, including work email, phone, and LinkedIn data when available.
What schools did Olivia Barbee, Cfa attend?
Olivia Barbee, Cfa holds Bachelor'S Degree, American Studies from Stanford University.
What skills is Olivia Barbee, Cfa known for?
Olivia Barbee, Cfa is listed with skills including Research, Writing, Editing, Project Management, Leadership, Investments, Analysis, and Public Speaking.
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