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

Rosendo Travieso ⭕️

BT Group

• Defined product vision, strategy, and roadmap for BT Active Intelligence Data and AI Products.
• Led and mentored a team to deliver valuable products, marketing strategies, and sales enablement plans.
• Collaborated with Product Managers, Business Analysts, and Data Scientists to drive product innovation.

Head of Product Management - BT Active Intelligence - Etc.

Productia Consulting

- Define Product strategy, mission, vision, OKRs
- Build product culture 
- Manage Product teams 
- Recruit talent and expand teams.

Product Advisor & Fractional CPO 

Product Partners France

Co-Founder

Out There Media

Leading the definition and execution of the product strategy for a mobile AdTech scaleup.  The SaaS platform runs in 15 countries across Europe, Africa and AsiaPac to deliver innovative mobile advertising services to Ad Agencies, brands and Mobile Operators. Managing a high performing multinational team of Product Managers, designers and data analysts. 

• Implemented a product lifecycle management across development, design and data to deliver on the North Star product vision and roadmap. 
• Improved metrics of success (Audience engagement, CTRs and Ad completion)
•Implemented an AI conversational bot into the SaaS platform to increase engagement and attention value.   

Member of the Senior Leadership Team -reporting to the CEO.

Chief Product Officer

Responsible for the definition of the product vision, strategy, and roadmap execution of the NXT SaaS Platform across EMEA and APAC.

Defined and implemented performance KPIs to track usage, adoption, engagement and revenue growth delivering a CSAT of 90% and NPS 75.

Built and mentored a distributed agile product and experience team of 15 based in Paris, London, Frankfurt and Madrid. 

Reporting to the EMEA Chief Digital Officer.

Vice President Product

Momentum London

Mentoring support and product team training for high-tech scale-ups to expand and implement agile methodologies. 

Organised Product Masterclasses, Product and Business Model Audits and mentoring sessions.

Lecturer & Startup mentor

Kinetic Worldwide

Leading the product strategy for Out of Home programmatic planning, trading and analytics products suite of Out of Home AdTech solutions. 

•	Delivered the Programmatic Planning and Automated Trading global product with direct integration with Exchanges, PMPs, DMPs, Space, Route and WPP legacy billing systems (Kinetic Journeys/ Aureus 2.0+).

•	Owned the development of the global roadmap across EMEA.

•	Managed a team of product and UX designers together with an offshore development team.

•	Led the development of new standards and integration of OpenRTB across the advertising industry (OpenDirect, OpenData for OOH Performance).

•	 Digital Evangelist across Kinetic. Member of the Senior Leadership Team, reporting to the UK Chief Operating Officer.

Head of Advertising Programmatic Products

Unibail-Rodamco-Westfield

Responsible for management of a portfolio of Retail Digital Products and Services to increase revenue, visitation and dwell at the Centres.  

•	Developed the digital products strategy and roadmap across EMEA for Online and Mobile applications achieving the digital transformation targets set by the business.	 

•	Supervised, mentored and coached a team of agile product and UX owners using agile tools. Delivered improved team productivity and reduced turnover. 

•	Designed, delivered and managed multichannel ecommerce products: Food Ordering, Smart Parking, Product Search, Bookable Services & Ticketing. 

•	Conducted competitive market research analysis and positioning. Identified key opportunities, segment & acorn targeting and personalisation to increase revenue growth.

•	Crafted the Value Report KPI dashboard to track all digital product measures of success, quality and performance metrics (revenue, funnel, AOV, etc.)

•	Delivered Product Search to increase visitation at the centres and generate affiliated revenues. 

•	Digital Evangelist across Westfield. Reporting to the CMO.

Head of Product Management 

Telefónica Tech

Global mobile products and services leader responsible for the vision, design and deployment of global mobile platforms (PaaS) to customers in 20 countries generating revenues in excess of €20m across the multinational segment P&L (Shadow P&L €680m). 

•	Managed and developed a large team of international product managers, UX designers and developers (UK & Spain) including training and performance reviews. Improved productivity by aligning documentation and ways of working with UK teams.  

•	Designed and deployed Telefónica Blue: a Secure Mobile HD Voice over IP mobile app with voice conferencing increasing MAU by 20% (1,700 users).

•	Deployed a Universal Wi-Fi mobile app (http://bit.ly/1c9vDuG); a zero-touch worldwide Wi-Fi aggregation app that allows using any commercial wi-fi service in the world. Monthly active users: 3,500+ lines.

Global Head of Mobile Products

Responsible for the product lifecycle management services for multinational products and services (B2B and B2B2C segments) supporting the multinational segment P&L. 

•	Launched the Managed Mobility Global Service in more than 20 countries delivering a YoY revenue uplift of 8%.
•	Improved the rating of the Global Mobile Services by Industry Analysts from Challenger to Visionary (Gartner). 

•	Produced all Sales & Marketing materials and technical presales support with the Head of Mobile. Supported consultative selling with Sales and Pre-Sales teams to achieve sales targets.

Managed Mobility Product Manager

O2 (Telefónica UK)

Served as product/project manager, designing and delivering Consumer Digital Products Portfolio Projects (B2C) for the O2UK residential market (Prepay+Contract). 

Achievements: 
•	Deployed the ‘O2 More’ (Priority) proposition, a permission-based advertising service using aggregated customer data to deliver targeted messaging and offers reaching 10 million customers by 2012.

•	Launched ‘O2 Bluebook’, a service that enabled customers to back up and store all the valuable information held on their mobile phones. The service managed to reach 500,000 users with 1.5m+ messages per day being submitted during peak usage of the service.

Senior Product Manager

CPO / VP Product | Product Leader | AdTech, Telecoms, Proptech

As the Head of Product at BT Active Intelligence, I lead the definition and execution of the product strategy for Location Intelligence products that deliver data services to Transport, Government and Ad Agencies and brands in the UK. 

I have over 10+ years of experience in building and managing data-driven products and teams in the AdTech, Telecoms, and Proptech sectors.

My core competencies include product lifecycle management, product roadmap definition and delivery, global team management, agile methodologies, UX and CX design, web and mobile apps, and multilingual communication. I am passionate about creating products that solve real problems, generate value, and delight customers. 

Fluent in English, Spanish and French.  

Skills
• Product Management
• Innovation and Strategy
• Product Roadmap definition and delivery
• Global Team Management (OKRs setting and Performance Reviews)
• Agile experience as Product Owner (Scrum, XP, Kanban, Jira, Confluence)
• UX experience and CX design (Figma)
• Web and Mobile Apps (iOS, Android) 
• Multilingual

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Brian Montes

Rosendo Travieso ⭕️

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