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

U.S. Rubber Recycling, Inc.

I wear a variety of hats working with U.S. Rubber Recycling Inc. . As the Human Resources Manager I recruit and complete in-depth interviews with applicants. I am on call for employees because life's problems do not disappear after employment. 
In addition, I handle crisis management, worker's comp, employee retention, labor law issues, and help resolve work-related problems.
As the Psychiatric Rehabilitation Counselor I teach the hard and soft skills needed for success. Resources are given to all employees including financial literacy, behavioral health resources, and the 1:1 time needed to help cultivate a successful career and happier life.
The results have included raised self-esteem, increased work ethic (arriving to work on time-getting along with co-workers supervisors, follow through with work and home-life commitments), less stress, increase trust, healthy relationships, increased productivity, and lower attrition. Bottom line when employees know they are valued, they stay! My job is to help you keep your job.

Human Resources Manager/Psychiatric Rehabilitation Counselor 	

NLambert Vocational Services & Career Counseling

I provide specialized individual medical/psychological/ vocational evaluations for Marriage Dissolution and Mediation cases. 
Established speaker on DISC use for individual and business, resulting in insightful hiring practices, behavioral awareness, and outstanding team building relationships. 
Respected and passionate speaker on Dementia and Alzheimer's care "Now What" after the diagnosis.
Coach and learning solutions provider for those seeking guidance after the medical diagnosis of Dementia.
Specialties: Expert Testimony, Labor Market Research, Vocational Rehabilitation, Workers' Compensation/ Return to work programs, Sales, Marketing, Ergonomics, and Personal Injury cases.

Nationally Certified Vocational Rehabilitation Counseling Consultant; Certified Dementia Facilitator

Regain, Inc. Vocational, Medical, and Ergonomic Consultancy  

Provided individual medical, vocational evaluations for marriage dissolution cases. Researched and established current and future income ability and vocational goals through specialized interviewing techniques, vocational testing, career coaching, job analysis, and labor market surveys.   
Oversaw staff operations, business planning and budget development of company such as recruitment, developed and facilitated HIPAA training, coaching, team building, and leadership. 
Recovered revenue by identifying and resolving customer service billing concerns.  
Specialties: Expert Testimony, Labor Market Research, Vocational Rehabilitation, Workers' Compensation/ Return to work programs, Sales, Marketing, Ergonomics, and Personal Injury cases.

Nationally Certified Vocational Rehabilitation Counselor; Evaluator

  NLambert Consulting Services 

Developed/facilitated/trained/educated caregivers on nutritional, psychological, medical, dementia and Alzheimer’s care. Located appropriate community referral resources and coordinated the delivery of services. Met with all patient providers; developed & maintained treatment plans. 
Implemented elder care safety plans for improved quality of care.

Dementia and Alzheimer’s Learning and Development Facilitator

New York Life Insurance Company

Analyzed prospect's needs, prepared proposals, closed agreements, provided on-going services to all clients throughout Arizona, California and Texas.
Increased client’s assets, resulting in being named by Texas Monthly Magazine in 2009 as a 5 Star Best in Client Satisfaction Wealth Managers. 
Proactive volunteer Kids ID Fingerprint program.

Licenced Financial Service Professional-Texas, Arizona, California

Endocrinology Institute of Texas

Developed and delivered lifestyle medicine program evidence-based clinical services. Facilitated and instructed educational workshops to lay and healthcare professionals on medical and psychological health themes.  Topics included endocrinology, diabetes, metabolism, hypopituitarism, malaise and fatigue, and testicular dysfunction. 
Expanded market and brand recognition by reaching new demographics through media appearances and featured articles.

Certified Healthcare Specialist  

Cascade REHABILITATION COUNSELING 

Provided rehabilitation services to include initial assessments IPE, job seeking skills, comprehensive vocational testing, job placement services, career and vocational counseling.
Extensive knowledge, training, and application with multicultural backgrounds.
Return to work rate: 81%. Tracked post discharge calls to clients, attorneys, employers, and State agencies.
Specialties: Labor Market Research, Vocational Rehabilitation, Workers' Compensation/ Return to work programs, Sales, Marketing, Ergonomics, and Personal Injury cases.

Nationally Certified Rehabilitation Counselor

ED HOWDEN AND ASSOCIATES

Increased Southern Nevada office caseload 5 to 45 within 2 weeks of hire. End of first quarter increased caseload 60% by securing contracts with State and local agencies. Increased agency 
awareness by a strong public relations campaign and intensive marketing program resulting in an additional 50% referral base.
Responsible for compliance on all State, local, and private sector regulations, policies and procedures while heavily involved with State of Nevada’s planning and implementation of services.
Hired, trained, HIPAA, performance management, and dismissal of staff.
Researched presented educational workshops to community and medical professionals.
Coordinated and provided all rehabilitation services and return to work programs. 
Specialties: Labor Market Research, Vocational Rehabilitation, Workers' Compensation/ Return to work programs, Sales, Marketing, Ergonomics, and Personal Injury cases.

Nationally Certified Rehabilitation Counselor/District Manager

Human Resources Manager/Nationally Certified Vocational Psychiatric Rehabilitation Counselor. 

Many of U. S Rubber’s Bounce Back employees were incarcerated at young ages and lacked the opportunity to learn the soft skills most take for granted. When release, emotions are raw and many of our second-chance employees are living in two different worlds. The one they knew, and the one they are expected to adjust to now. It is a terrifying. The question is where to begin and whom to trust. I bring significant prior experience working with incarcerated people, and my expertise has made a big difference in U. S Rubber’s second-chance team members’ overall success and ability to contribute to business growth.

taplio

The Battle

Brian Montes

Nancy Lambert M.S., CRC, CFT, CBT (LEVEL ONE)

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