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

Volvo Group

- Monitor the order from entry till delivery 
- Provide customers with order confirmation, delivery times and shipping information
- Compile statistics, measure performance, analyze and take necessary actions 
- Structure feedback of the customers in a way that relevant stakeholders can take action to improve customer service
- Improve processes and ways of working which are beneficial for both our department and our customers
- Represent our organization towards the Sales organization and its network through daily operational contacts, meetings or events

Service Center International Coordinator

ECA Technology

- Collect and analyze data on renewable energy resources.

- Prepare reports and presentations for stakeholders.

- Research trends and opportunities in the renewable energy sector.

- Present findings to support decision-making.

- Assist in planning and executing renewable energy projects.

- Monitor project milestones, budgets, and timelines.

- Work with cross-functional teams to integrate renewable energy solutions.

- Maintain accurate records of data, projects, and compliance documents.

- Identify and propose solutions for challenges in renewable resource projects.

Operations Manager

Odoo

- Learn about the ERP / CRM / HCM / POS industries and the key players

- Gather, collect, and organize information regarding the channel ecosystem of the key players (Core Competencies,             Localization, Industry, Emails, and Contacts information)

- Learn about Odoo’s business model, competitive advantage, and value proposition to see and understand how we    compare with our competitors

- Collaborate with the Marketing Team; Build specific content and send information to partners about our competitors

- Prospect and reach out to potential partners with different tools (Linkedin Sales Navigator, Odoo Marketing)

- Analyze KPIs of marketing campaign outreach and follow up with the Partnership Recruitment team

- Created over 2,000 leads

Partner Recruiter

- Developed job descriptions, created job ads on LinkedIn, conducted interviews and partnered with employment agencies to get prices and review their pool of candidates. 

- Accomplished a new method of reaching out to a possible candidate and built a relationship with new and more expert job agencies, not only local ones.

- Designed flowcharts for the tourism sector to restructure the communication flow between internal and external operators. Worked closely with other departments to update and evolve a channel to inform and build relationships with external operators. 

- Accomplished a more direct and precise way of communicating with internal and external resources.

- Organized and supervised technical interventions and coordinated construction sites across Europe, ensuring materials were correct in quantities and present and technicians correctly instructed with the right equipment.

HR and operations assistant

Deloitte

- Carried out reviews of SLC (Software License Compliance) for a global software
vendor

- Identified targets, reached out to these targets, and conducted 1:1 calls with
customers, ensuring Salesforce was constantly maintained and up to date

- Responsible for following up with 70 customers at any one time to complete
scoping questionnaires and data collection and creating insight reports

Internship Cyber Security Program

Upkey

•Collaborated with other interns on 5+ presentations
• Access to hands-on projects
• Meet with the key executive to undergo a leadership training program
• Chances to hop on to other projects across different fields (ex. finance, marketing, and technology)
• 1 to 1 with mentors

Virtual Internship Program 

• Managed the shipping and receiving of goods;
• Organized the codes for new and old products;
• Organized and supervised technical interventions;
• Assisted the HR manager during interviews.

GAOTek Inc.

• Posting Job Ads on job boards and social media (LinkedIn, Indeed, Graduateland, Glassdoor, etc.);
• Screening applications, replying to qualified applicants and sending rejection letters to unsuccessful candidates, scheduling and conducting interviews, providing candidate feedback to the HR management;
• Scheduling and conducting inductions;
• Use of Bitrix24 system for Communications

Human Resources Intern

P.V.E. ELETTRONICA s.r.l.

• Organized teams and split the work. 
• Researched local opportunities and threats of the energy efficiency market.
• Coordinate and organize the communications between the interns and management.

Online Consultant

• F-gas manager for A/C. 
• Market research on Air purifiers in Italy.
• Marketing promotions for solar panels.
• Assisted turnover of the warehouse.

Master’s in international business | Recruiting | HR

Former Partner Recruiter at Odoo, now on a mission to make a difference in the business world. I'm seeking opportunities in Belgium to apply my skills with a strong background in operations and HR and a knack for strategic thinking.

As a Master of International Business (MIB) graduate from Hult International Business School, I've delved deep into the correlation between employee motivation and company profitability. This passion for people's potential and my experience in screening candidates, job development, and process optimization have equipped me to drive positive change in the corporate landscape.

Age is never a barrier to achieving the impossible, and I'm all about fostering a culture of excellence where everyone can exceed their limits. I'm also a LinkedIn content creator, sharing insights on motivation and leadership to inspire others on their professional journeys.

Let's connect and explore how we can collaborate to drive positive change and unlock greatness together. 🌐💼📈

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Brian Montes

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