RADD LLC

At RADD, we’re a strategic advisory firm helping community banks, credit unions, and fintech navigate today’s complex regulatory landscape. While we offer best-in-class audits and fractional compliance support, our real value lies in helping leaders think beyond checkboxes—aligning compliance and risk management with business strategy. Whether you need expert insight to guide growth, manage regulatory pressure, or improve internal operations, RADD is your partner for building smarter, stronger institutions.

At RADD, our team offers unparalleled expertise in:

- Internal Auditing & Compliance Consulting**
- Cost-Saving Technology**
- Customized Compliance Solutions**

From comprehensive internal audit services to strategic consulting, we are your partner in navigating the complexities of compliance and risk management.

★ What Makes Us Different ★
Our hand-picked team of former senior compliance leaders and examiners averages 25 years of industry experience. We stay ahead of regulatory trends, speak at conferences, and share insights through whitepapers and educational webinars. Understanding that no two financial institutions are alike, we customize our approach to meet your unique needs.

★ Specialties Include ★  
- Compliance Consulting  
- Internal Audit  
- Compliance Support  
- Mortgage Compliance  
- Cannabis-Related Banking  
- Money Service Business  
- BSA  
- FinTech Collaboration  
- High-Risk Banking Implementation  

★ Next Step ★
Contact me at 949-872-7720 or brian@raddllc.com to discuss how we can become a trusted strategic advisor to your financial institution.

Chief Executive Officer

Business Manager

Scaleocity Works 

At Scaleocity Works, we help growing businesses break through barriers, boost efficiency, and scale smarter, not harder. We specialize in operational strategy, change leadership, and building powerhouse teams, partnering with companies ready to eliminate roadblocks and unlock their full potential.

When you work with Scaleocity Works, you can expect real results:  
✅ Increased profit margins through smarter operations and cost control.  
✅ Improved employee retention by building engaged, high-performing teams.  
✅ A business that runs smoother — and grows faster — without always needing you in the driver's seat.

What We Deliver:  
✔ Business Operations Consulting – Sharpening workflows, slashing waste, and driving next-level productivity.  
✔ Fractional COO & Change Management – Leading critical transformations that fuel real growth.  
✔ People & Talent Strategy – Building unstoppable teams and shaping future-ready leaders.  
✔ M&A and Exit Planning – Preparing owners for a profitable sale, merger, or leadership transition.

Who We Work With: Ambitious SMEs, financial services firms, and entrepreneurs who are ready to stop playing small and start scaling with impact.

Fractional COO and Business Strategist 

Fresh Catch Inc.

Operations Management Consultant

JNH Lifestyles

As an organization, we pride ourselves on being the preeminent manufacturer and distributor of infrared saunas for your home. JNH stands for Joyful, Natural, and Healthy Living.

Our vision is very clear – we want to empower our community to live their best life possible and make the infrared sauna lifestyle available to everyone. Our culture of ownership, accountability, and transparency empowers our team to achieve milestones they never felt possible.

As JNH's Chief Operating Officer, 

1. Ensure development and continued growth of key personnel, focusing on continual training, 
    development and mentorship.
2. Develop operating procedures and best practices; define operational KPIs and set goals for 
    department heads and senior business leaders to facilitate achievement of company-wide financial 
    targets
3. Work closely with Accounting and other support teams to utilize financial reporting and KPIs to 
    inform business decisions and operating strategy, while balancing growth and profit margins
4. Translate strategy into actionable goals for performance and growth helping to implement 
    organization-wide goal setting and performance enablement 
5. Collaborate with the marketing, sales, and customer service team to continuously drive a frictionless customer experience.
 6. Oversee project prioritization to balance priorities, allocate resources and ensure a seamless operation.

Chief Operating Officer 

Fluidity Partners

Fluidity Partners supports mid-market manufacturing, distribution and business service companies seeking profitable growth, operational excellence and long-term sustainability. Collaborating with our global experience, we help build companies into efficient and productive enterprises.

Managing Partner & Co-Founder

BetterTrades

Since 1988, BetterTrades has been bringing Wall Street to Main Street and has taught thousands of self-directed investors how to trade in the stock and options market. BetterTrades offers an integrated approach that provides students with the knowledge, tools, and techniques required to make better trading decisions and give them the potential to achieve their personal financial goals. BetterTrades offers online and in-person courses, as well as distance-learning material, that allows students to progress at a pace that is comfortable and compatible with their personal goals and trading strategies.

Director of Sales and Operations

Leggett & Platt

Leggett & Platt, based in Carthage, Missouri, is a Fortune 500 diversified manufacturer that designs and produces various engineered components and products.

•Worked with Fortune 500 customers such as Hon, Herman Miller, and Kimball to drive revenues as a key account strategist in the sale of seating components including die castings, injection moldings, polyurethane and steel components. 
•Increased import program revenues over a seven year period from $1.5MM to $2.3MM annually.
•Spearheaded a new global import initiative, directing a $10MM component sourcing program with suppliers in China and Taiwan.
•Implemented our ability to compete for custom-engineered products for national clients based upon overseas manufacturing. Negotiated all custom contracts, performed supplier audits and accountability, established pricing strategy, and led continuous improvement. 
•Successfully negotiated the division’s first die cast business tooled in Asia.
•Reduced west coast warehouse inventory by $1MM, and increased inventory accuracy from 88.5% to 97%.

Branch Sales Manager | Supply Chain Management for Asia

Leggett & Platt, based in Carthage, Missouri, is a diversified manufacturer that designs and produces various engineered components and products.

•Managed the Southern California sales territory for the Commercial Products Division, selling engineered solutions to Office Furniture Manufacturers. 
•Through account based selling, we worked with our customer's engineers, designers, supply chain professionals and C-suite executives to offer a range of engineered product solutions for their office chair design. 
•Product offerings included die cast and plastic chair bases, casters, gas cylinders, chair mechanisms, height adjustable arms, polyurethane components and foam seats and backs.

Sales Representative

Actionable insights on hiring, onboarding, training and giving your team a reason to stay | Fractional HR & Payroll solutions | Host of the Entrepreneur to Employer Podcast

I help community banks, credit unions, and fintech companies stay ahead of regulatory expectations by providing expert compliance and audit solutions. At RADD, LLC, we partner with financial institutions to proactively manage regulatory risk, ensure audit readiness, and strengthen compliance frameworks.  
 
I work with:  
- Community banks (typically under $5 billion in assets)  
- Credit unions  
- Fintech companies partnering with banks and financial institutions. 
- Fintechs looking to bring new products to market

Services I Provide:
- Fractional Compliance Staffing & Consulting 
- BSA/AML & OFAC audits  
- Fair Lending & UDAAP compliance reviews  
- Compliance management system assessments  
- Risk assessments (BSA, fraud, Fair Lending, enterprise risk)  
- Model validation for AML software  
- Regulatory exam preparation & remediation support  
- Internal audit services  
- Third-party vendor management reviews  

I take a proactive, strategic approach to compliance, helping financial institutions move beyond checkbox compliance to a risk-based, sustainable compliance model. With hands-on experience in regulatory audits and operational compliance, I bridge the gap between regulatory expectations and real-world implementation, ensuring our clients stay ahead.

I became CEO of RADD, LLC, in 2024, bringing my leadership experience and ability to scale businesses to the financial and regulatory world. With a deep understanding of risk management and operational efficiency, I saw an opportunity to elevate RADD’s impact by helping banks, credit unions, and fintech companies confidently navigate complex regulatory challenges. I focus on leading the RADD team to build strong compliance frameworks that meet regulatory requirements and support long-term business success.

Ready to talk?

Reach out to me directly here on LinkedIn or email me at brian@raddllc.com.

Brian Montes

Greenwald Doherty LLP: Counsel for Employers

We help companies deal with all aspects of employment and labor law.  I provide compliance consulting and training to help our clients get it right; we draft policies, agreements, and handbooks; and we represent them before state and federal courts and agencies when claims are brought against them.  We care about our clients and partner with them so they can run their businesses within the bounds of the employment laws.

Partner

Represented business owners and managers, helping them deal with all aspects of the laws that govern having employees, from discrimination and harassment to discipline and discharge to appropriate leave provision.  I counseled and assisted with day-to-day operations that let organizations focus on production and improve efficiency while handling their employees within the bounds of the applicable laws.

Attorney (Senior Counsel) Employment

Devora L. Lindeman, Attorney at Law

Private practice of management-side labor and employment law

Sole Proprietor

Proskauer Rose LLP

Handled all aspects of labor and employment law for employers of varying sizes from compliance/consultation to litigation in federal and state courts and agencies.

Labor & Employment Associate

Grotta, Glassman & Hoffman

Practiced management-side employment law, from both the compliance and litigation aspects

U.S. District Courts

Researched and assisted with opinion drafting; coordinated motion schedule.

Law Clerk to the Hon. Stanley R. Chesler, U.S.M.J., DNJ

Lowenstein Sandler PC

Summer Associate

I help protect US businesses and organizations from the pitfalls of having employees. My practical and timely advice helps you achieve your business goals, while avoiding labor and employment law traps.

By focusing on preventive strategies that protect your company's future, I help you get it right when it comes to dealing with employees. 

I live in the "ounce of prevention" world and am passionate about helping companies flourish.

Clients can call with employee issues and get guidance about what to do. Policies, documents, and agreements can be revised to better protect the company.

I help you make strategic business decisions within the bounds of the employment laws.

Our attorneys are admitted to practice in multiple US states, and we have many clients with multiple US locations.

We also defend businesses clients when employees sue in a state or federal court or agency, and protect them by implementing legally compliant policies, procedures and contracts.

You've got a business to run. We help you understand your obligations and rights under US state and federal employment laws, while staying true to your culture and values, and getting the work done.

I provide businesses with the knowledge you need to make smart decisions when it comes to your employees.  Having worked in both private businesses and the non-profit sector before law school gives me a unique perspective.

Our monthly subscription services for compliance consulting, document drafting, and HR and manager training offers predictable costs and ongoing support to keep your business legally compliant.

I enjoy mentoring, teaching, listening, problem solving, collaborating, learning, and dark chocolate. 

I have presented multiple employment law seminars to businesses groups, accountants, lawyers, non-profits and others. Reach out if your group is seeking an entertaining remote speaker.

I am admitted to practice law in NY, NJ, and KY.

Reach out to see how we can safeguard your business with strategic, compliant employment practices. Contact me at dl@greenwaldllp.com or 520-861-1050 x111 or 212-644-1310 x111. 

(Note: Connecting to me on LinkedIn doesn't create an attorney/client relationship; this profile may be considered attorney advertising.)

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The Battle

Brian Montes

Devora L. Lindeman, Esq.

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