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

Perennial Growth Group

CLCO 

Our Sales Coach

Master Trainer - Virtual

Blueprint CFO | Future Focused Accounting

Director of Sales And Business Development

CMTC

Assistant Director, Sales & Business Development

Dale Carnegie Training

Director of Sales & Professional Development

Technocel

Reporting to the Vice President, directly responsible for the success of 27 sales specialists in one of the nation's foremost firms in bringing high-end accessories to the wireless marketplace, with annual sales projections of $8 million.

Major Responsibilities:
• Directly led a team of 15 regional sales representatives and 12 service representatives that canvassed a 33-state territory in 90 days and gained a solid foothold in a market previously closed to all competitors.
• Targeted decision-making executives and carefully developed a level of credibility and trust, thereby increasing brand loyalty.
• Developed and implemented a strategic sales plan in conjunction with VP/General Manager that ensured revenue and profit objectives were met.
• Responsible for recruiting, on boarding and training as well as coaching and development of current and new sales personnel.
• Evaluated sales professional developmental growth and provided effective performance monitoring and correction plans in conjunction with human resources.
• Tracked, monitored and evaluated profitability of existing business and directed the pricing decisions of sales representatives to ensure that adequate levels of profitability were maintained.
• Provided appropriate monthly internal reporting to CEO/VP as required.
• Ensured that all regional activities were conducted in compliance with the company's ethical & legal guidelines as stated in the corporate compliance manual.

National Sales Manager

Reporting to the GM, built a territory spanning 38 states. Rapidly achieved goals and refocused to resolve challenging sales and personnel issues. Led a 10-member team generating 14 million annually in the wireless accessory market through targeted sales and marketing efforts.

Major Responsibilities:
Transformed an under-producing sales team, immediately resolving long-standing problems, and instituting incentives that elevated performance while building morale and motivation. Ramped area sales 165% in under 3-years
Identified, pursued and closed largest licensed deal in company history contributing millions of dollars through recurring revenue.
Penetrated dozens of profitable B2B accounts individually valued at up to $2.5 million with major channel distributors.
Championed creative marketing and training initiatives, including training seminars series with partners, sponsorship of national partner events, speaking engagements in Internet and E-Commerce space.
Representing company at industry trade shows.

Indirect Channel Manager

Los Angeles Newspaper Group

Responsible for increasing sales and overall dollar value of assigned and newly secured Media/Agency accounts by:

•	Assisting advertising agencies in planning and execution of media
advertising campaigns
•	Consistently meeting or exceeding weekly/monthly goals.
•	Consulting/meeting with agencies/clients to determine their needs and
priorities.
•	Creating and delivering successful oral and written presentations for media
accounts.
•	Successfully offering advertising products which include, print, online, and   television (ETV).
• 	Awarded Top-Dog award 9 months consecutively.

Sr. Recruitment Advertising Manager

I help professional & business service firms to maximize sales & revenue growth by: 

*implementing proven strategies for expanding market share
*improving client retention
*reducing time to value
*maximizing a clients share of spend

My Value is in helping to overcome:

*stagnate revenue growth
*declining proposal win rates
*longer sales cycles
*lower average deal sizes
*decreasing number of qualified lead sources

Accomplished and results driven executive with over 15 years of progressively responsible experience in business-to-business, marketing, client relationship management, and new business development with companies ranging from:

*multi-national consulting firms
*Publicly trade professional services firms
*Private entrepreneur entities

Specialize in the identification, nurturing and acquisition of new clients and business opportunities that drive profitability and growth. Experienced in selling to senior level executives in the professional services, financial services, private equity, manufacturing, distribution, business services, consumer energy, real estate, and information technology industries.

Areas of focus:

*setting & executing on sales and marketing strategies
*Identifying growth opportunities
*improving business profitability
*opening new markets an distribution channels
*problem solving
*attention to detail
*client relations
*account portfolio management
*organizational skills
*financial forecasting
*cost control & budgeting

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Roland Gilbert

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