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

Charles Schapira

Janas Associates

Managing Director

U-Turn Consulting

As an entrepreneurial consultant I am a former business owner and turnaround CEO I understand what keeps you awake at night and what steps need to be taken to improve your business. It is important to react as soon as you realize a problem exists.  I fix the problems allowing you to continue to focus on your business while I solve the headaches. Some of my skills include:

Sales, Manufacturing, Business Growth, Reorganization, Acquisition Financing, Turnaround Management, debt restructuring, Cost Reduction, Merger integration, Strategic plans, specific Capital & Debt solutions, Financial forecasting & budgeting.  Available as Turnaround CEO or Interim CEO.  I work alongside CEO/Management. I maintain a network of professional relationships for solving accounting, financial, legal issues and advisory issues.

I work with Private Equity to improve their under performing companies and turn their star companies in to superstars. 

Accomplishments:
-created 9x revenue growth over a period of 5 years while owner of a Heat Sealing company
-Reduced direct margin expense from 44% to 36% in last assignment as turnaround CEO
-revamped engineering teams creating effective paperwork through improved cataloging.
-designed and introduced new products in several industries
-active M&A and finance experience
-created teams and brainstorming sessions which resulted in strategic plans/SWOT analysis
-follow up and accountability.
-executive advisor
-Expert Witness & Litigation support
-Networking Coach

Available as a fractional CEO/COO for small and middle market companies. 

Let's exchange ideas. Feel free to call me at 949-378-4642. Thank you.

Principal

Your Executive Connections

Executive Connections is a networking group of dynamic business leaders and entrepreneurs in Southern California. We strive to connect, build, and support one another in both business and personal growth arenas, hosting frequent meetings in a relaxed setting that fosters an exchange of new leads and the discussion of current trends. Our networking partners are primarily in the B2B Sector, and are small to mid-size companies. We welcome our colleagues to submit relative content for publication.

Co-Founder

CMTC

Business Stabilization Consultant

The Fidelis Group, Irvine

Turnaround Management, Debt/ Equity Restructuring, Cash Flow Analysis,  Operational Restructuring, Corporate Reorganization, Sales Growth, Cost Reduction, Acquisition, Increased EBITDA, Risk Reduction

Consultant

Core Insight Systems

At Core Insight Systems, our goal is to drive improvements across the manufacturing process and turn your company into a leaner and more productive operation! We electronically link together the entire manufacturing/production process to improve productivity, quality, and maintenance. Our solution automatically captures data and delivers immediate insight into any process.  With insight, everyone will experience immediate improvements in production rates and measurable reductions in unexpected downtime.
Equivalent to having engineers assigned throughout the operation, Core Insight improves labor efficiencies without adding personnel. With our alert system, all of your equipment, each one of your processes, and all of your personnel, can immediately notify your support personnel to exactly where their assistance is needed.
More than just productivity, you will be able to determine how the environment is affecting productivity and effortlessly monitor the condition of all your support equipment. We can improve quality and reduce unexpected downtime. With your expectations, we can also let your team know when to replace those items with a useable life.

You will benefit through:
1)	Immediate increases in production capacity
2)	More efficient use of your workforce
3)	Improved shift performance
4)	Reduced customer complaints and returns
5)	Better operations visibility for employees & management
6)	Aligned priorities and improved employee morale
7)	Online dashboards tailored for your specific needs
Core Insight partners with you to identify bottlenecks, improve cycle times, accelerate change-overs, reduce rework, and eliminate late deliveries. Our in-depth data analysis tools make it easier to analyze costs and, most importantly, increase revenues. Our IoT technology connects today’s industrial sensors directly to the Cloud. Easy to integrate and portable, our system allows data to be extracted from any location within your operation, regardless of its age or complexity.

Advisor

CEO Ace Heating Solutions,LLC

Acquired the assets of a $10 million company that was experiencing heavy year-over-year losses. Eliminated six straight years of $1mm plus losses to breakeven in the first year. The company manufactures and sells industrial hot water and boiler systems and distributes internationally.

Acquired assets of Ajax Boiler, Inc. in November 2014 and led extensive turnaround situation. Went from loss to profit within 12 months.  Reduced work force by half. Eliminated unprofitable Boiler line. Moved company from Santa Ana to smaller facility in Corona. Restructuring and reevaluating all manufacturing lines for operating and cost efficiency. Reduced Direct Materials cost from 44% to 36%. Engineering new products lines for increased revenue. Revamping admin and accounting function. Directed restructuring of all operating systems.

CEO/Turnaround

Aline Heat Seal

The company manufactures thermal heat seal machinery, vacuum seal equipment and food processing equipment. Sold directly to Fortune 500 companies, distributors and U.S. Government agencies.

Grew sales by over 10x over a 5-year period.  Engineered and innovated 9 new products and developed a national sales network and distribution channel. Merged with Promarks in 2013.

President/Owner

PGP Industries Inc

PGP Industries Inc refined and manufactured Noble Metal products such as catalyst salts and solutions, Thermocouple wire and Catalyst Gauze. I was responsible for sale, purchasing, hedging and leasing of Platinum group metals and manufactured products. I generated $5 million per year in revenue through leasing and sales activity.  The leadership position required extensive coordination with product managers, refinery circuits and R&D.

Vice President

Transworld Oil Division/Sunoco

The company was a fully integrated oil refiner with significant downstream distribution and logistics including pipelines, terminals, ocean going vessels and service stations.

Responsible for all crude oil and feedstock supply into multiple refineries. Distribution of products out by pipeline or tankers and barges. Supplied all terminal throughout Eastern Half of U.S. Managed  group of traders and schedulers.

Vice President Supply & Trading

With over 25 years of experience in various industries, I am a seasoned executive and consultant who helps businesses overcome challenges and achieve profitability and growth. I am currently a Managing Director at Janas Associates, a leading advisory firm that provides strategic and financial solutions to small and mid-sized companies.

My core competencies include turnaround management, debt and equity financing, exit planning, transitional coaching, EBITDA optimization, and supply chain renegotiation. I have successfully turned around and transformed several businesses, increasing their revenue streams, reducing their expenses and inefficiencies, and creating enterprise value. I am also an expert witness in manufacturing and distribution, with a proven track record of providing credible and reliable testimony. I am passionate about solving problems, creating value, and empowering business owners and executives to achieve their goals.

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The Battle

Brian Montes

Charles Schapira

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