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

Salesforce Consultant

Merivis

Salesforce Administrator cohort with fellow Veterans (AD35)

Mentor coach to new cohort (AD36)

Salesforce Administrator Cohort

General Assembly

Completing over 480 hours of expert-led instruction in JavaScript, Python, React, Django, Node.js, and hands-on learning of full stack software development in the industry's most in demand technologies.

Skills: Back-End Development · Web Development · Document Object Model (DOM) · Express.js · Front-End Development · Full-Stack Development · HTML5 · MongoDB · Object-Oriented Programming (OOP)

Software Engineering Fellow

Insellerate

Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business.
Brought on as first Customer Success leader to build out the CS function at Insellerate.  Developed the Customer Journey Roadmap; Reviewed, selected, and implemented our CS Software Tool; Built out Journeys and Playbook for responding to customers.  
Simultaneously managed 100+ Accounts and over $6M in ARR.

Customer Success

- Customer Service was failing due small staff being overworked without leadership to focus their efforts.  I stepped in to help improve Customer Support Operations and bring it back to a successful place.  
 - In 3 months total tickets outstanding dropped by 58%, open-unanswered tickets went from 106 to 0 and total active working tickets (not waiting for customer or developers) dropped from 161 to 7.

Interim Director of Customer Support

Tech Qualled

Intensive training curriculum designed to give veterans a comprehensive understanding of the high-tech industry and develop key sales skills. The following is a list of core competencies emphasized:

Product and Industry -> Networking; Collaboration; Data Center Fundamentals; Security; Internet of Things; Analytics; Cloud Computing

Sales Techniques -> Sales and Business Acumen; Prospecting, Qualifying, and Investigating; Closing and Objection Handling; Negotiation Skills; Communication Skills; Personality Style and Adaptation; Extensive Role Playing; 30-60-90 Day Planning; Executive Conversations (CxO)

Account Executive Candidate

MeridianLink

Senior Technical Project Manager

WebJaguar | eCommerce Solution

I manage up to 10 projects simultaneously ranging in size from $10K-$50K which includes writing project plans, scoping documents, and creating schedules and forecasts to provide timely communications on the impact of changes and decisions. I regularly collaborate with senior executives to identify improvement opportunities and areas for growth. Execute regular project progress reports to stakeholders, management, and executives.

I have created and executed an end-to-end Project Plan Structure utilizing Teamwork.com for the organization’s Project Management Team resulting in streamlined processes and updated procedures improved on-time execution of milestones, increased client communications, and enabled employee success. 

To address client onboarding delays, I designed and implemented instructional videos resulting in a 2-week reduction in onboarding time increasing on-time project delivery, reducing overall costs, and improving customer satisfaction.

Senior Project Manager

Diversified Capital Funding/Academy Mortgage

I developed and implemented marketing, branding, and advertising strategies to effectively influence key geographic and demographic segments including military and veteran clients to facilitate revenue generation and business growth. In relation, I created integrated social media, video, text and email blasts into marketing campaigns resulting in significant business growth and 250+ contacts and meetings with realtors on a monthly basis. I utilized multiple technologies including TotalExpert, SureFire, Pipedrive, and HubSpot CRMs to track leads, communicate with clients, and stay in regular contact with referral partners.

VA Mortgage Loan Officer

Intelligent Software Solutions - A Polaris Alpha Company

As the implementation Project Manager for business intelligence and database products to customers in Germany, Italy, Poland, Netherlands, Iraq, and the US, further expanding customer base, I collaborated cross-functionally and with client stakeholders to solve critical business intelligence deficiencies realizing an average time saving of 75%.

In relation, managed all aspects of 75+ SaaS and client-server implementation projects at 6 different locations (8,000+ PMI-validated project management hours) ranging in length from 2 weeks to 2 years, with budgets from $20K to over $1.5M. Additionally, I successfully identified process and procedural improvement opportunities utilizing core product offerings that assisted a client in achieving a 95%-time reduction of a critical, recurring weekly task (8 hours down to 15 minutes). 

I also increased revenue by drafting winning $5M contract proposal presentation which expanded usage across multiple business verticals. A major customer was underutilizing product  and within 2 years the customer’s product adoption grew by 300% and regional account footprint expanded by 400%.

Implementation Project Manager/Field Engineer/Sr Customer Success Manager

IndyMac Bank

I managed 60 loan portfolio accounts for financial companies, bankers, and brokers successfully increasing monthly revenue to $5M+ on previously non-producing accounts. In relation, I aggressively sought new business in untapped regions resulting in a 35% increase in market share and achieved Top Producer status within 3 months of employment due to focusing efforts on diversifying portfolios.

Wholesale Account Manager

I am a Salesforce Consultant with over 10+ years in the technology and software space providing training, solutions, and administration to clients of all sizes, from SMB to Large Government organizations.  

My skillset is varied from Sales, Service, Customer Success, Systems Administration, Project Management, and Development.  My passion, though, is working directly with my clients to help them find solutions to their business needs and solve their most challenging problems.

Certifications include:
Salesforce Certified x5 : Associate / AI Associate, Administrator, Business Analyst, Platform App Builder
ITIL Foundations
Certified Scrum Master

taplio

The Battle

Brian Montes

Jonny Grobstein

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