Brian Montes Email & Phone Number

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.

Rancho Santa Margarita, California, Us

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.

Los Angeles, California, Us

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.

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.

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.

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%.

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.

Juris Doctorate Degree, Law

Bs/Ba, Business