WHO WE ARE
Strategic Vantage is a public relations, marketing and social media agency passionately serving companies in the
mortgage banking and financial services industries. Our company is composed of seasoned executives with many
years of experience working in the world of real estate finance, technology and banking. Our specialty is in exceeding
client expectations. And we do that, daily, which explains why most of our clients have come referred by other clients.
Our agency is headquartered in Miami, Florida, and our staff is based throughout the country,
ready to serve customers nationwide.
Strategic Vantage is staffed by a team of the best and the brightest, ensuring that clients don’t have to spend
time training newcomers. The team’s cumulative decades in mortgage banking, financial services and technology
are clearly evident, as are their many years of professional writing, marketing and media relations experience.
WHO WE SERVE
Companies in Mortgage Banking & Financial Services
President and CEO
Rosalie Berg founded Strategic Vantage in 2002. She has more than 20 years of marketing and public relations experience serving companies in a wide range of industries.
Over the past 17 years, Rosalie has developed a specialty in the real estate and housing finance industries. She oversees all agency work, assisting in the creation and execution of marketing and public relations campaigns from inception through completion.
Prior to founding Strategic Vantage, Rosalie worked as Vice President of Marketing for mortgage technology provider OpenClose Technologies. She has held executive marketing positions at Oracle® consulting firm Dataforce Corporation and packaged software provider Expert Software (now Activision®). At the public relations agency Publicis Sanchez & Levitan, her clients included Absolut Vodka, Lennar Homes, Marshalls and Seagram’s. Rosalie has also worked at Mercer Management Consulting doing analysis for Fortune 500 companies.
Rosalie received her Bachelor of Arts degree in Economics from Brown University. She was born in Argentina, and now resides in Miami, Florida.
& Managing Director Emeritus
Jim Hennessy has actively managed the accounts of Strategic Vantage clients for over nine years, bringing decades of industry knowledge to his public relations and marketing work. He is currently focused on writing and advising our agency’s clients, following a passion he has mastered throughout his career.
A prolific writer and public speaker, Jim has had over 300 articles and white papers published in media outlets such as Mortgage Banking magazine, Secondary Marketing Executive, Servicing Management, Mortgage Technology, Mortgage Originator Magazine and others. He is an award-winning published author and produced screenwriter with two novels and nine feature films to his credit. He has ghost written hundreds of articles and two books for Strategic Vantage clients over the years. A trivia fan, he was a contestant on TV’s Jeopardy!
Jim has over 40 years of experience in the mortgage industry, including senior production management roles with large national firms such as Security Pacific/Bank of America, Advanta/Chase, Norwest/Wells Fargo and PMI Mortgage Insurance Company. He gained international experience in the global credit and real estate consulting practice of EDS (Electronic Data Systems) in Western Europe and Asia, and was part of the founding management team of Capsilon Financial Systems Group.
The son of a U.S. Navy captain, Jim was born in the San Francisco Bay area and was raised in military locations around the country. He received his B.A. in History and Speech from The University of San Diego, where he resides.
Sample Published Articles
The Lawyer, the Scientists and the Quest for the Grail
Doing It All
In Heated Agreement
Special Servicing Comes of Age
Mary McGarity expertly manages the public relations and marketing needs of agency clients. She has more than 20 years of experience serving the mortgage and financial services industry. Prior to joining Strategic Vantage in 2011, she was a longtime contributor to Mortgage Banking magazine, authoring articles on a wide range of topics. Prior to that, she worked for several years as a senior reporter at the Mortgage Bankers Association.
Mary began her career on Wall Street covering futures markets for a large investment bank. She later worked in New York as an energy reporter for Telerate Inc., a Dow Jones company, and has served as the Washington correspondent for a Dealers Digest newsletter, covering mortgage securities.
Mary completed the Commodities Futures Trading Commission certification course, and graduated with a B.A. in English from the State University of New York at Albany. She currently resides in Connecticut.
Sample Published Articles
Loyal to Lenders
A Pioneer in Loss Mitigation
Warren Lutz actively manages the accounts of agency clients in the mortgage and financial services industries. He is an experienced marketing and public relations executive, with proven experience in the creation of websites, email campaigns, brochures, press releases, articles and much more.
Prior to joining the agency in 2009, Warren was a professional writer and journalist, authoring hundreds of general interest, business and technology articles for consumer and trade publications, newsletters and websites, including Realtor.com, Commercial Investment Real Estate, Urban Land, Banking Strategies, SNL Financial and Property Protection Report. He is a frequent contributor to Mortgage Banking magazine and a licensed Realtor in California.
Warren is a former Managing Editor at Inman News Features, a nationally syndicated real estate news service, where he edited the work of nationally syndicated real estate columnists and penned his own column that ran in news outlets such as The Los Angeles Times and the Wall Street Journal Online. He began his career as a newspaper reporter and has won several statewide and national reporting awards covering business, health, government, legal and social issues, and the environment.
Warren is a graduate of San Francisco State University and resides in the San Francisco Bay Area.
Sample Published Articles
Like a Rolling StoneHill
Navigating the New Compliance Landscape
Mortgage Professional America
May 3, 2013
The New Borrower Microscope
A PPE for the Times
Ron Anderson manages the accounts of agency clients in the banking and financial services industries. He is a seasoned public relations executive with years of experience promoting companies in the banking space.
Ron has helped companies with product launches, strategic planning, publicity campaigns, analyst relations, and more. His clients have been published in a wide range of mortgage banking, credit union, payments and banking publications, as well as in the national business press.
Prior to joining Strategic Vantage in 2014, Ron worked in public relations serving companies in the fields of mortgage technology, payments, core processing, mobile banking and enterprise content management.
Ron has worked for residential and commercial real estate companies, and has served as a mortgage banker for Quicken Loans and field sales executive for First Franklin.
Ron has a BA in Public Relations and Marketing from Ashford University, and resides in Atlanta, Georgia.
Sample Published Article
Three lessons for brands from Bill Cosby’s fall from grace
December 5, 2014
Senior Account Manager
As the agency’s Senior Account Manager, Henry Drennan specializes in crafting and executing effective public relations, social media and marketing campaigns for clients in the banking and financial services industries. He leverages his deep industry experience in everything he does, from securing sought-after press coverage in national and trade media outlets, to engaging our clients’ targets over social media.
Prior to joining Strategic Vantage in 2011, Henry was co-owner of a commercial brokerage company dealing with small business loans. His company later focused on originating residential mortgages, including all types of conventional and government loans. During this time, he became nationally registered as a mortgage loan officer, with four individual state licenses as well. Henry has extensive experience with FHA, conventional, streamline, and VA loans in addition to being an accomplished writer.
Henry received a Bachelor of Science in Mass Communications and Psychology from Middle Tennessee State University. His minors include English and Industrial and Organizational Psychology. Henry resides in Georgia.
Social Media Specialist
Keith Freeman spearheads social media services for our agency’s clients. A social media strategist and technology fanatic, he has over 20 years of experience leveraging and training others on the effective use of dynamic technology platforms. Over the course of his career, his clients have included companies such as Ryder, M&M Mars, Cigna, Disney, GE Capital, Florida Department of Transportation, and Florida Power & Light. He has also provided training to Fortune 100 and Fortune 500 companies, including Norwegian Cruise Lines, Ryder Corporation, Alamo Rent-A-Car, M&M Mars, Samsung, Disney, GE, Royal Caribbean and more.
Keith has a Bachelor of Science in Management Information Systems from Florida State University and resides in Miami, Florida.
Anna Kadushin manages the day-to-day operations of the office and provides invaluable support for the agency’s marketing and public relations projects, keeping everything on track through impeccable follow-up with account executives, vendors, advertising reps and other third parties.
Prior to joining Strategic Vantage, Anna spent 10 years working as an accountant for public accounting firms and private companies including BDO USA and CBIZ MHM, LLC. Anna has a Bachelor of Business Administration in Accounting degree from the University of Miami and resides in Miami, Florida.
George Yacik joined the agency as our senior writer. He has extensive experience in our industry, having covered the residential mortgage business for nearly 25 years.
He is a former vice president of SMR Research Corporation in New Jersey, where he was the lead research analyst and principal author of industry studies on residential and subprime mortgages, home equity loans, credit cards, personal bankruptcy and consumer credit risk.
George has written for many industry publications, including Mortgage Banking magazine, National Mortgage News, Progress in Lending, Mortgage Orb and National Mortgage Professional, as well as many professional and consumer financial publications. He also has many years’ experience working for several industry-related marketing and public relations companies. He is a former editor of American Banker and began his career at The Bond Buyer.
George earned his undergraduate degree in English/Journalism from Rutgers University in New Jersey and a professional graduate certificate in corporate finance from Sacred Heart University.
He lives in Connecticut.
Gloria Caballero is Strategic Vantage’s marketing coordinator. In that role she manages many of the details and demands of our marketing and public relations projects. Prior to joining our agency, Gloria owned and managed her own graphics company for more than 12 years, where she honed her skills in marketing, advertising, sales and strategic planning. She is an expert at scheduling and managing time-sensitive materials and meeting strict deadlines.
Before owning her own company, she held sales and marketing positions at Montblanc – Richemont and Dow Jones. Gloria received her B.S. in management information systems from Florida State University. She lives in Miami Beach, Florida.
Director of Communications
With over 20 years in the financial services and mortgage industry, Mike Murray brings great depth of knowledge to each agency account he manages.
Mike’s tenure with Strategic Vantage dates back to 2011. Prior to that, he spent 12 years working for the Mortgage Bankers Association as editorial manager of online communications and as writer for MBA NewsLink and Real Estate Finance Today. Mike also contributed articles to Mortgage Banking magazine and hosted a public affairs program, This Month in Housing, heard on local Washington, D.C. radio stations.
Mike has worked in loan production and loan counseling positions for Navy Federal Credit Union, Pentagon Federal Credit Union and ComNet Mortgage, a branch of First Commonwealth Bank.
Mike graduated with a B.A. in English from the College of William and Mary, and resides in Maryland.