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

Vaughan Broderick

Wiley

Co-Author, Innovation in Action

Helping organisations become future-ready & thrive in constant disruption through field-tested human-centred innovation methods

- Customer insights
- Customer experience design
- Growth strategy
- Service design
- Lean innovation methods
- Workshop design and facilitation
– Human-centred design capability programmes

🔥 Highlighted Testimonials:

"The experience was so positive and impactful for us that we have asked Vaughan back on numerous occasions to assist us with designing services.  His expertise in design thinking coupled with an engaging personal style makes him a valued member of the team that is transforming our organisation." 
- Nick Scott, General Manager, Service Delivery, Brackenridge

"Vaughan facilitated our value proposition workshop as we were at a loss as to how to get started. Vaughan skilfully challenged our thinking through a range of activities and questioning, and we left the workshops feeling a sense of clarity, newfound enthusiasm and collective understanding. We would not hesitate to use Vaughan again in the future.” 
- Sara Luckman, Strategy Manager, NZ Young Farmers

"The group greatly appreciated the interactive nature of the program combined with the opportunity to think and reflect on how the practices and skills developed would benefit the public sector and challenges with which they are grappling. Thanks Vaughan, hopefully we can repeat this next year." 
- Dr. Chris Vas, General Manager Food Innovation Precinct, Western Australia

Founder - Innovation Lab

University of Canterbury

Lecturer - Innovation by Design - July 2023 - Present

- Teaching human-centred design to business masters students.

Guest Coach - Executive MBA March 2023 - Present

- Coaching MBA innovation students

Mentor - Innovation and Entrepreneurship - Mar 2021- Present

- Mentoring student founders to utilise design thinking and lean innovation methods

Impact Lead - Centre for Entrepreneurship - July 2023 - Present

Innovation Lecturer - Executive MBA Coach - Startup Coach

Festival for the Future

Guest innovation workshop facilitator at Aotearoa’s biggest leadership and innovation summit.

Guest Workshop Facilitator

Chartered Accountants Australia and New Zealand

Authoring training content on Business Models, Value Propositions, Pitching & Storytelling, Strategy and Creative Problem-solving using a design thinking approach

Author - Strategy and Creative Problem-solving

Te Whatu Ora Waitaha Canterbury

Helping public sector organisations use design thinking to collaborate, innovate and create more insight driven, human-centric organisations.

+ Design thinking projects
+ Workshop facilitation
+ Design research
+ Prototyping and testing

Design Thinking Coach

Brackenridge Services Ltd

Helping to reimagine, redesign and implement service and system change to meet regulatory requirements, exceed client and stakeholder experiences and outcomes. So far, we have redesigned the assessment and transition process for individual service offerings that have resulted in reduced lead time, improved quality, reduced risk and increased customer experience and outcomes.

Key Responsibilities:
Co-designing service and innovation
Stakeholder engagement and communication
Amplifying the voice of the customer
Change leadership and embedding new ways of working

Change and Innovation Project Manager

Consulting in the social services sector as part of my MBA (and post-graduation), I am leading the digital transformation of Life Storybooks for young people in care. This project requires multi-stakeholder management, the development and maintenance of key relationships across all levels, meeting and surpassing key project deliverables and the development of effective change leadership implementation strategies.

The project necessitated the effective use of design thinking, lean and change leadership methodologies to manage various stages of the project and included the establishment of the additional project supporting elements such as foundation and design principles, organisational structures and development specifications.

Innovation Project Manager

Sabbatical

Taking a year off to travel with my family provided a great opportunity for many amazing experiences together. The most valuable part was how we developed personally and as a family when confronted with challenges and obstacles that required adaptability, problem-solving, teamwork and coping skills.

World Traveler

Broderick Consulting Ltd

Broderick Consulting was in the business of helping clients achieve their financial goals. I founded and grew a successful business serving hundreds of clients throughout New Zealand until a successful sale was executed.

Founder and Adviser 

Innovation coach helping you & your organisation thrive in disruption | Teaching proven practical methods to help people innovate | UC MBA | Follow for posts about startups, innovation & leadership

Innovation shouldn’t feel like pressure without progress.

Yet many leaders I work with are stuck in exactly that space.

They’re expected to move fast—but don’t have time to think.
They’re leading innovation—but unclear whether they’re solving the right problem.
They’ve run strategy sessions and pilots—but can’t make the change stick.

I help leaders and teams slow down where it matters—so they can move faster where it counts.

My work focuses on four key challenges:

Understanding the real problem behind the problem (no more jumping to solutions)
Designing smarter decisions in complexity (move forward with clarity, not chaos)
Aligning teams and stakeholders (so change feels shared, not forced)
Implementing innovation that sticks (not stalls)

I blend psychology, human-centred design, and practical strategy to help people turn insight into action - especially when the stakes are high and the path isn’t obvious.

As an innovation coach, advisor and educator, I’ve supported 225+ teams across business, government, and education to design smarter decisions and lead real change.

I’m known as The Slow Strategist - not because I move slowly, but because I help leaders pause where it matters most. Before assumptions harden. Before decisions get baked in. Before “solution mode” derails the real work.

I’m the co-author of Innovation in Action: Unlock Curiosity, Creativity and Clarity with the DUCTRI Method, and I write a weekly newsletter read by 10,000+ professionals who want to lead with confidence - not chaos.

Earlier in my career, I founded and scaled a financial services business to 2,000+ clients and $500M in assets. Burnout led to a complete reinvention: I sold the company, travelled through 23 countries with my family, completed an Exec MBA, and retrained in human-centred innovation.

That reset equipped me with the real skills leaders need to thrive in a VUCA world: slowing down to think clearly, making human-centred decisions in ambiguity, and turning insight into action.

If you’re:
	•	Leading innovation on a complex challenge
	•	Building something new from scratch
	•	Or stuck trying to make change stick

…here’s how I can help:

1. Read by 10,000+ smart professionals each week
-> https://vaughanbroderick.com/newsletter/

2. Join 275+ smart innovators on the Innovation in Action book waitlist:
-> https://vaughanbroderick.com/the-ductri-playbook/

3. Workshops | Consulting | Speaking | Innovation Training
-> Let’s have a conversation: DM me

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Brian Montes

Vaughan Broderick 🦆🌳

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