Brian Montes

Brian Montes Email and Phone Number

Helping community banks, credit unions, and financial technology companies with fractional compliance, audit, and advisory solutions to enhance their operations | CEO and Business Coach | Host of the E2E Podcast @ RADD LLC
Brian Montes's Location
Los Angeles Metropolitan Area, United States, United States
Brian Montes's Contact Details
About Brian Montes

Your Business Can Benefit from my Global Experience I started my career with the Fortune 500 company Leggett & Platt, handling sales for the Southern CA region. Over four years, despite the dot-com recession, I grew the sales territory by 15% each year. After four years, I took over supply chain management for the $50M division, handling all the Asian and European manufacturing partners. Through a strengthening of partnerships, I drove down domestic inventory by 20% by building Just-In-Time solutions and increased forecasting accuracy. I also successfully earned my Juris Doctor of Law Degree, giving me the formal legal education to help navigate the business world. After a successful career with Leggett & Platt, I worked for an EdTech startup. Stepping into the Director of Operations role, I helped the company scale from a few employees to 150 full-time employees, ranging from sales to customer service. Over the four years, I guided the growth from $10M in annual sales to $100M in annual sales. After leaving the corporate and start-up world, I started Scaleocity Works, a consulting firm focused on helping privately held businesses with their People & Business Operations. My engagements have included an infrared sauna manufacturer, a seafood processing company, and an audit and risk management consultancy practice. The infrared sauna company needed support transitioning the entire office team from in-office to 100% remote without interrupting sales and customer service; plus, they needed a plan to keep the distribution warehouse functioning during the COVID crisis. Our firm helped the infrared sauna company survive the COVID experience and grew topline sales by 33%. The seafood processing company needed to transition from manual seafood processing to automation. The rollout of automated processing equipment allowed the company to increase output by 29% within the same eight-hour period. Audit and risk consultancy practices must improve employee revenue and reduce the labor rate by 74%. This firm’s labor rate is 48%, and employee revenue has increased by 32%. Business Educator As the Entrepreneur to Employer podcast host, I've created a platform that provides valuable insights for business owners, founders, and leaders. Each week, we delve into People and Business Operations topics, equipping our audience with the tools they need to scale their businesses successfully and sustainably. The podcast has become a trusted resource, engaging a broad audience and fostering a community of learning and growth.

Brian Montes's Current Company Details
RADD LLC

Radd Llc

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Helping community banks, credit unions, and financial technology companies with fractional compliance, audit, and advisory solutions to enhance their operations | CEO and Business Coach | Host of the E2E Podcast
Brian Montes Work Experience Details
  • Radd Llc
    Chief Executive Officer
    Radd Llc Sep 2024 - Present
    Rancho Santa Margarita, California, Us
    RADD LLC: Your Partner in Risk Management and Compliance SolutionsAre you looking to reduce risk and save money for your Bank, Credit Union, Fintech, or Mortgage Company?With over 31 years of experience in the banking industry, RADD LLC (Risk Advisory, Direction & Delivery) provides tailored compliance, operations, and risk management solutions for financial institutions. My extensive background in compliance, particularly in the U.S., led me to oversee the Mambu North American Compliance Program, ensuring organizations meet their regulatory obligations.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 your next Audit or Compliance project.
  • Radd Llc
    Business Manager
    Radd Llc Jan 2023 - Sep 2024
    Rancho Santa Margarita, California, Us
  • Scaleocity Works
    Business Owner
    Scaleocity Works Jan 2018 - Present
    Irvine, Ca, Us
    Looking to Build the Business of Your Dreams?Does your business need more free cash flow and more free time? If your business needs any of the following, chances are, we can help -✅Leads, sales and revenue growth✅Need to build a high-performing team✅Need to get control of your cash flow?✅Do you need to prepare your business for an exit? We coach business owners on how to set stage for growth at a sustainable and successful speed and direction, enabling them to meet future goals and objectives. As a business advisory and coaching firm, we help business owners achieve organizational and operational greatness, empowering their teams and helping them become the employers of choice. At Scaleocity Works, we believe in the power of collaboration. We work on matters of critical importance and develop solutions that impact our clients' immediate and future success. Leveraging our global experience, we collaborate with our clients to help build companies into efficient and productive enterprises. Experience has taught us that the team's development and processes often need to catch up as organizations grow. This disconnect usually leads to challenges, including the inability to attract and retain talent, insufficient systems to measure results, and inadequate employee and customer experience. At Scaleocity Works, we value all of our relationships and stay true to our core values every time. We rally against complacency, always ask 'WHY,' and love helping companies create the best experience for their team and their customers. This commitment to our core values is what sets us apart and builds trust with our clients.
  • Fresh Catch Inc.
    Operations Management Consultant
    Fresh Catch Inc. Jul 2018 - Present
    Los Angeles, California, Us
  • Jnh Lifestyles
    Chief Operating Officer
    Jnh Lifestyles Oct 2019 - Apr 2022
    Ontario, California, Us
    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 targets3. 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 margins4. 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.
  • Fluidity Partners
    Managing Partner & Co-Founder
    Fluidity Partners Jan 2011 - Jan 2019
    Irvine, Ca, Us
    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.
  • Bettertrades
    Director Of Sales And Operations
    Bettertrades Jan 2008 - Dec 2010
    Las Vegas, Nv, Us
    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.
  • Leggett & Platt
    Branch Sales Manager | Supply Chain Management For Asia
    Leggett & Platt Jan 2000 - Dec 2007
    Carthage, Missouri, Us
    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%.
  • Leggett & Platt
    Sales Representative
    Leggett & Platt Aug 1997 - Jan 2000
    Carthage, Missouri, Us
    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.

Brian Montes Skills

Strategy Business Development Cross Functional Team Leadership Strategic Planning Leadership Marketing Strategy Sales New Business Development Contract Negotiation Management Marketing Sales Management Start Ups Project Management Negotiation Strategic Partnerships Team Building Entrepreneurship Event Management Training Sales Operations Customer Retention Budgets Direct Marketing Sourcing Lead Generation Analytics Recruiting B2b Marketing Talent Acquisition Cost Accounting Global Sales Key Account Management Sales Channel Development Risk Management Volunteer Management Problem Solving Business Process Improvement Project Planning Management Consulting Organizational Leadership Sales Process Leadership Development Content Marketing C Suite Sales Global Business Development

Brian Montes Education Details

  • Western State College Of Law
    Western State College Of Law
    Law
  • University Of Phoenix
    University Of Phoenix
    Business

Frequently Asked Questions about Brian Montes

What company does Brian Montes work for?

Brian Montes works for Radd Llc

What is Brian Montes's role at the current company?

Brian Montes's current role is Helping community banks, credit unions, and financial technology companies with fractional compliance, audit, and advisory solutions to enhance their operations | CEO and Business Coach | Host of the E2E Podcast.

What is Brian Montes's email address?

Brian Montes's email address is mo****@****ail.com

What is Brian Montes's direct phone number?

Brian Montes's direct phone number is +171447*****

What schools did Brian Montes attend?

Brian Montes attended Western State College Of Law, University Of Phoenix.

What are some of Brian Montes's interests?

Brian Montes has interest in Children, Education, Economic Empowerment.

What skills is Brian Montes known for?

Brian Montes has skills like Strategy, Business Development, Cross Functional Team Leadership, Strategic Planning, Leadership, Marketing Strategy, Sales, New Business Development, Contract Negotiation, Management, Marketing, Sales Management.

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