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.
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.
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 Bachelor of Arts 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
Mortgage Media Specialist
Sam Garcia plays a key role at Strategic Vantage as a Mortgage Media Specialist. He is a critical liaison with the press, ensuring the effective communication of client initiatives. Sam leverages the deep knowledge he has gained after having worked 20 years in mortgage lending and 20 years as a reporter and publisher for the mortgage industry to guide agency clients with their public relations, marketing and social media campaigns.
Sam gained deep experience in mortgage lending during his career. He was the owner of the Dallas-based mortgage brokerage Nations Mortgage Co. and the founding partner of KPG Financial, a Dallas-based wholesale lender. Then in 1998 he started MortgageDaily.com, an online, subscription-based trade journal that over the years became a source of critical mortgage statistics and information for journalists and industry participants. He oversaw all aspects of the news operation and personally authored thousands of articles important to real estate finance.
Sam’s unique career path has provided him with the ideal set of skills to help firms within the mortgage and financial services sectors raise their profiles. He understands how to capture the interest of a reporter and improve clients’ social media effectiveness. He’s an expert at utilizing email, social media and publicity to generate interest.
Sam studied business at the University of North Texas and resides in the Orange County, California, area.
As Account Supervisor, Henry Drennan specializes in overseeing 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, to implementing results-driven marketing and social media campaigns.
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.
Marketing and Operations Manager
Anna Kadushin efficiently manages marketing and public relations projects, keeping everything on track through impeccable follow-up with account executives, vendors, advertising reps and other third parties. She also oversees the agency’s accounting and operations.
Prior to joining Strategic Vantage in 2015, 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 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.
Marketing Research Analyst
Gloria Caballero is Strategic Vantage’s marketing research analyst. She spearheads the execution of research projects, including the meticulous creation of publicity reports for agency clients. Gloria also leverages her background in graphic design in the creation of sales presentations and a wide variety of projects for agency clients.
Prior to joining our agency in 2016, 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. Before owning her own company, she held sales and marketing positions at Montblanc – Richemont and Dow Jones. Gloria received her Bachelor of Science in Management Information Systems from Florida State University. She lives in Miami, 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 Bachelor of Arts in English from the College of William and Mary, and resides in Maryland.