Harry Breda

Harry Breda Email and Phone Number

Product Marketing Leader with Extensive Experience in Financial Services and Technology Marketing @ Westwood Holdings Group, Inc.
Harry Breda's Location
Dallas, Texas, United States, United States
Harry Breda's Contact Details
About Harry Breda

A strategic and creative marketing executive with wide-ranging experience in strategic planning, sales and marketing, business development, product development, launch and management, promotions, and pricing. Building and leading a team of marketing professionals to rebuild and invigorate marketing messages for a diverse product line of investment products, developing content across multiple media. Generates and executes marketing plans by analyzing competitive landscape to determine strengths, product line needs and opportunities. Monitors profit and loss and cash flow to determine changes to cost, production, and positioning. Oversight and management of departmental advertising and promotional budget.Skills and ExperienceMarketing Campaign Development & ManagementMarketing Project ManagementProduct Development & ManagementCustomer and Competitor ResearchProduct Line Strategy

Harry Breda's Current Company Details
Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.

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Product Marketing Leader with Extensive Experience in Financial Services and Technology Marketing
Harry Breda Work Experience Details
  • Westwood Holdings Group, Inc.
    Senior Product Manager
    Westwood Holdings Group, Inc. Apr 2022 - Present
    Dallas, Tx, Us
    Oversee product development, positioning, and marketing for strategies in the institutional channel.
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  • Alm First
    Marketing Director
    Alm First Jan 2021 - Oct 2021
    Dallas, Texas, Us
    Developed strategy and campaigns for a B2B registered investment advisor focusing on financial institution clients. Determined corporate strengths and client/prospect personas, and developed messaging and campaigns to create sales leads. Hired and managed a team of three to execute creative, digital and conference objectives.
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  • Goldman Sachs Personal Financial Management
    Director, Product And Investment Management Marketing
    Goldman Sachs Personal Financial Management Aug 2018 - Oct 2020
    Spearheaded the effort to market two distinct functions within United Capital, now known as Goldman Sachs Personal Financial Management. Developed marketing campaigns and content for financial advisors, showcasing the FinTech platform that can run their business; also created client-focused campaigns and tools to describe investment strategies and risk management techniques, helping increase advisor sales. Company was purchased by Goldman Sachs in June 2019.
  • Provasi Capital Partners
    Vice President Product Marketing
    Provasi Capital Partners Jun 2014 - Mar 2018
    Dallas, Texas, Us
    As VP of Product Marketing, I directed marketing efforts in support of our product line and thought leadership platforms, led outreach efforts to home offices, financial advisors and clients, and implemented value-add programs for financial advisors. The company was rebranded from the former Behringer Securities in 2015. Selected Accomplishments* A key member of the marketing team tasked with rebranding the company - new name, logo, brand identity and story, and executing that new vision across web, print and branded collateral. * Rebranded two open-end mutual funds, creating a new brand identity, fund story, positioning and marketing collateral for advisors and their clients, resulting in an increase in acceptance on platforms and sales to client.s * Developed a multi-step email engagement stream designed to shepherd advisors through the buying process with our in-offering closed-end funds. Created five engagement streams of six to eight emails each, complete with custom content and web pages, targeted to advisors and prospects. * Envisioned and executed thought leadership project to define "alternative investments" and position the company's product line within this structure. Created a series of individual one-sheet brochures, a web site, a presentation and a white paper for advisors to use with clients. The content was used in numerous speaking engagements and office visits by the sales team, and was a key component for national sales to add new accounts. * Developed a business development series for advisors to help set up and host successful meetings with clients. The series was also captured in a booklet, and used successfully by national accounts as a value-add resource.* Developed analytics package to showcase effectiveness of email outreach campaigns, providing regular feedback to senior management and C-level executives on progress of new brand identity campaigns and potential for greater sales through outbound marketing.
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  • Sungard Financial Systems
    Marketing Specialist
    Sungard Financial Systems May 2012 - Mar 2014
    Wayne, Pa, Us
    Marketing lead supporting financial accounting, investment accounting and statutory reporting software suite for insurance companies; responsible for development of strategy, messaging, and creative direction on all marketing content, including web, print, video and audio; event planning and coordination; sales training and sales enablement.Selected Accomplishments: o Invigorated the marketing message for the insurance financials solutions suite, with new content targeted to business and technical decision makers for each product and the solution suite, focusing on challenges facing insurers, solutions that they can implement, and the benefits to their business of implementing the solutionso Created and published new marketing material for the product suite, including an all-new web site, new product-related datasheets, and new creative content using challenge/solution/feature/benefit messaging structureo Created six video and four print case studies featuring satisfied customers explaining their challenges, their purchasing process, and the outcome, reiterating the challenge/solution/benefit structure o Managed the marketing launch of one new solution and one upgraded/enhanced solution within the product line, including overall messaging, development of marketing material, and event planningo Planned and managed multiple webinars and on-site events, focusing on both education as well as product demonstrations, bringing the challenge/solution/benefit messaging to customers and prospects directlyo Published multiple thought leadership pieces under my name and as a ghost writer for regulatory experts, with topics ranging from accounting regulation to innovation to investment risk management for insurers.
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  • Transamerica
    Sr. Avp Marketing, Mutual Funds
    Transamerica May 2011 - Jan 2012
    Baltimore, Maryland, Us
    Team leader for mutual fund marketing, overseeing 20 funds and approximately $48 billion in AUM; development, creation, and fulfillment of all marketing material for the firm’s mutual fund product line, including new product launch collateral, a revamped web presence, social media, web and print advertising, and regular and non-standard product performance updates. Accomplishments:* Led the team that revamped the firm’s mutual fund web site leading to increased audience involvement and doubling of unique visitors within the first month of launch. * Developed and implemented a strategy for rebranding all mutual fund collateral. * Project manager for two mutual fund launch campaigns.
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  • Charles Schwab
    Product Manager, Money Funds
    Charles Schwab Mar 2011 - Apr 2011
    Westlake, Texas, Us
    Lead the product positioning, product messaging, competitive analysis, and investor education initiatives as part of the CSIM product management team, focusing on the firm’s $160 billion in money market AUM. o Developed draft of a white paper explaining the concept of ‘Shadow NAV’ and how it applied to money market fundso Directed two free-lance writers in developing white papers and client-facing product material o Proposed and began implementation of a standardized product positioning sheet for all money market funds.
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  • Janus Capital Group
    Product Manager
    Janus Capital Group Apr 2006 - Oct 2010
    Denver, Colorado, Us
    Oversee product development, marketing, messaging and sales efforts within a global business model across intermediary, institutional and international distribution channels. Proactively position products to actively promote drive sales. Partner with investments to craft product messaging and positioning and articulate messaging through sales training and client interactions. Promote product visibility by maintaining and supporting a compelling, updated investment case for each product focusing on consistency and timeliness of messaging. Proactively identify product marketing opportunities based on industry trends, current market environment and competitive advantages. Partner with sales and marketing and drive the development of specific product marketing initiatives such as: strategic campaigns, sales conferences and analyst meetings.
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  • Aim Investments
    Product Manager/Supervisor
    Aim Investments Sep 2000 - Dec 2005
    Atlanta, Ga, Us
    Lead marketing initiatives for retail mutual funds and pattern products, including development and execution of marketing plans by asset class, investment style, and fund. Provided internal support for marketing and sales initiatives, product development, and project management, as well as strategic business planning, including competitive analysis, sales and profitability projections, and recommendations on business decisions and issues related to funds to senior management and Fund Board.
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  • Aim Investments
    Product Specialist
    Aim Investments Jun 1999 - Sep 2000
    Atlanta, Ga, Us
    Provided marketing support for external sales force targeting institutional clients (bank trusts, endowments, foundations, retirement plans and consultants). Developed and maintained marketing materials, provided competitive analysis for board reports and due diligence efforts, wrote articles for trade publications, and trained internal staff on markets and products.
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  • Aim Investments
    Senior Financial Writer
    Aim Investments Aug 1996 - Sep 1999
    Atlanta, Ga, Us
    Lead writer for marketing collateral, including developing marketing plans for new funds, creating marketing literature for new and existing funds, directing time-sensitive quarter-end projects, writing original articles, and updating and improving active marketing literature. Collaborated with graphic designers, internet content specialists and print coordinators to develop appropriate specifications for literature. Led compliance review for the department, serving as qualified principal for marketing literature.• Developed eight- to 12-page investor guides for six retail equity funds and one fixed income fund, which served as primary sales literature for brokers and provided an interactive and comprehensible piece on mutual funds. • Served as project manager for quarterly performance and commentary (P&C) updates on fund performance along with quarterly update on important facts and figures.• Authored articles for third-party broker newsletters.
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Harry Breda Skills

Competitive Analysis Investments Marketing Communications Mutual Funds Product Management Strategy Marketing Strategy Product Marketing Management Financial Services Asset Management Marketing Series 7 Business Strategy Product Development Series 63 Sales Presentations Leadership Project Management Product Launch Wealth Management Campaign Management Marketing Research Cross Functional Team Leadership Presentation Development Separately Managed Accounts Staff Development Brand Messaging Mba Separate Accounts Asset Managment Social Media Thought Leadership Email Marketing Creative Direction Product Strategy Regulatory Requirements Team Building Investment Strategies Newsletters Fixed Annuities

Harry Breda Education Details

  • University Of Houston, C.T. Bauer College Of Business
    University Of Houston, C.T. Bauer College Of Business
    Marketing & Finance
  • The University Of Texas At Austin
    The University Of Texas At Austin
    History

Frequently Asked Questions about Harry Breda

What company does Harry Breda work for?

Harry Breda works for Westwood Holdings Group, Inc.

What is Harry Breda's role at the current company?

Harry Breda's current role is Product Marketing Leader with Extensive Experience in Financial Services and Technology Marketing.

What is Harry Breda's email address?

Harry Breda's email address is ha****@****dcp.com

What is Harry Breda's direct phone number?

Harry Breda's direct phone number is +130388*****

What schools did Harry Breda attend?

Harry Breda attended University Of Houston, C.t. Bauer College Of Business, The University Of Texas At Austin.

What are some of Harry Breda's interests?

Harry Breda has interest in Children.

What skills is Harry Breda known for?

Harry Breda has skills like Competitive Analysis, Investments, Marketing Communications, Mutual Funds, Product Management, Strategy, Marketing Strategy, Product Marketing, Management, Financial Services, Asset Management, Marketing.

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