Advisory Board

Advisory Board

The BankWork$ Advisory Board consists of top leaders from the financial services industry, including our national roll-out partner banks. Members of the Advisory Board assist with strategic planning, industry interaction and ensuring the BankWork$ program meets the current needs of the financial services industry.

Les Biller

Les Biller has more than 30 years of experience in the banking industry, with senior leadership positions with some of the world's leading banks. He retired in 2002 as Vice Chairman and Chief Operating Officer of Wells Fargo & Company. He joined Wells Fargo in 1998 after its merger with Norwest Corporation.

Les joined Norwest in 1987 as Executive Vice President and Head of Strategic Planning and Acquisitions. In 1990, he became Head of South Central Community Banking, before being named President and Chief Operating Officer of Norwest. He was earlier with Bank of America as its Senior Vice-President.

Before Norwest and Bank of America, Les also enjoyed an illustrious career with Citicorp where he served for 12 years as Regional Business Manager of the UK region and Vice President and Business Manager in Italy. Les is currently CEO of Harborview Capital, a private investment company which he founded in Seattle, Washington.

Most recently, he served as Chairman of the Board at Sterling Bank based in Spokane, Washington. He serves on the boards of Ecolab, Inc., Knowledge School, Inc., and Knowledge Universe Education LLP. Additionally, Les is a Founding Trustee of The Sheri and Les Biller Family Foundation and a Director at The 5th Avenue Theatre in Seattle, Washington.

Les has a Bachelor's in Chemical Engineering from City College of New York, and a Master's in Business Administration from Xavier University in Cincinnati, Ohio.

Colleen Anderson

Colleen Anderson is a highly seasoned executive with a proven track record of driving large scale change and achieving sustainable growth in companies with varying size and complexity. She serves as BankWork$ Executive Director.

Ms. Anderson served as Executive Vice President, Head of Retail Banking for OneWest Bank in Pasadena. In this role she was responsible for all aspects of Consumer Banking, Business Banking and SBA Lending. The Consumer Bank included 78 branches with $12 billion in deposits. Within the first sixth months of taking the position, two financial institutions were acquired. Ms. Anderson successfully integrated the three financial institutions on to a new technology platform and a common suite of products/services.

Prior to working at OneWest Bank, Ms. Anderson was recruited by Goldman Sachs to serve as one of their Consultants and an industry expert during formal due diligence process on a potential investment target that was slated to close right before the capital markets collapsed. She had been selected as future President of Community Banking.

Earlier in her career, Ms. Anderson served as Executive Vice President & Head of Community Banking Group for Greater Bay Bancorp. She was responsible for all aspects of Consumer, Business, Commercial, Private and Venture Capital Banking for a $7.5 billion Community Bank headquartered in Palo Alto, CA. 

Ms. Anderson spent the majority of her career at Wells Fargo. She began her 22 years there as an Assistant Branch Manager. A series of promotions followed, including Senior Vice President & District Manager for Retail Banking; Executive Vice President - Business Sales Division; Executive Vice President – Regional President, Southern California Community Bank; and Executive Vice President - Head of Business Banking.

Lynn A. Carter

Lynn A. Carter was President of Capital One Bank, a division of Capital One Financial Corporation, one of the leading financial services companies in the nation and a Fortune 200 company from August 2007 until December 2011. An experienced leader with more than 35 years of experience in the banking industry, and extensive banking and community development expertise, Carter joined Capital One from Bank of America where she served as President of Business Banking nationally and was President of California for the corporation. Prior to that, she had executive positions at regional and national banks: including Wells Fargo and Fleet Boston, as well as a financial services firm leading consumer, sales and operations organizations.

Carter is a graduate of the Executive School of Marketing at the Fuqua School of Business at Duke University. Carter currently serves on the boards of American Express Centurion Bank; Phoenix House; and the Autry National Center Board of Trustees. In the past she has served on the boards of the New York City Partnership; California Business Roundtable; the California Businesses for Education Excellence; Mayor Villaraigosa's Los Angeles Economy and Job Committee; The Federal Reserve Board of the 12th district - Los Angeles Branch; Junior Achievement of Southern California; and as Vice Chairman of the Board of Operation Hope.

In 2012, American Banker awarded Carter the Lifetime Achievement Award in recognition of her achievements and 35 years of commitment to banking. She was also recognized twice by American Banker as one of the Most Powerful Women in Banking; received the Chairman's Award from the Latin Business Association; Honoree of the 2011 Starlight Children’s Foundation and is a 2008 Aiming High honoree for Legal Momentum. In early 2010, Carter became the first woman recipient of the Association for the Help of Retarded Children (AHRC) New York City Foundation Corporate Hero Award.

Mark Dederer

Mark Dederer joined the Biller Family Foundation as Executive Director in 2016. Previously, he served as Senior Vice President and Community Affairs Manager for the Wells Fargo Foundation, overseeing the charitable giving program and team member involvement throughout the Washington Region. He also managed Community Affairs in Oregon and Alaska. Before rejoining Wells Fargo in 2010, he was Vice President & Director of the Safeco Insurance Foundation and developed its national contributions program.
  
A Seattle native, Mr. Dederer continues a family legacy of civic duty established by his grandfather, an early Seattle business leader and passionate community advocate who was one of the chairmen on the committee that brought the 1962 World’s Fair to the city.

Mr. Dederer serves on the board of Philanthropy Northwest, Virginia Mason Hospital board of governors, is a commissioner for the Seattle Center, a member of the Central Washington University Business School advisory board, and is Past Board Chair of Seafair, Seattle’s premier summer festival.


Roger O. Goldman

Mr. Goldman has been a director of American Express Bank FSB, a federally chartered savings bank located in Salt Lake City, Utah (“AEBFSB”) since 2005, and is Chairman of their Audit and Risk Committee. He also serves on their Compliance Committee and Executive Committee. Mr. Goldman is also the lead Director at Seacoast National Bank and has been a Director of Seacoast Banking Corp. since February 2012 and Seacoast National Bank since November 2011. In addition, Mr. Goldman is President and Managing Partner of Berkshire Opportunity Fund, which he founded in 2008 to provide financing and mentoring for small businesses in the Northeast. From 1997 to 2000, Mr. Goldman was president and CEO of Global Sourcing Services, LLC, a start-up venture specializing in outsourced marketing services and account acquisition and customer retention programs, which he grew to a substantial size before it was sold.

Mr. Goldman’s extensive banking experience includes management positions at Citicorp from 1969 to 1983; service as President and CEO of Redwood Bank, a community bank in San Francisco, California, from 1983 to 1986; EVP and Senior Operating Officer of Coreast Savings Bank from 1989 to 1991; and EVP in charge of the community banking group of NatWest Bancorp (with $31 billion in assets) from 1991 to 1996 where he was responsible for managing all consumer and small business activities. In addition, he has previously served on the boards of several public and private corporations, including Authentitate Holding Corp (a publically traded technology company), Minyanville (a new media company), Cyota (an Internet security company), and American Express Centurion Bank, where he also served as a member of the Audit Committee. He is Chairman Emeritus of Lighthouse International, a charitable foundation for the visually impaired which is headquartered in New York, and is the former Chairman of the Juvenile Diabetes Research Foundation. Mr. Goldman received his Bachelor’s degree from New York University in Marketing and his Juris Doctorate from the Washington College of Law at American University. He is an emeritus member of the New Jersey bar and former member of the Washington D.C. bar.

Johnny Montes

Johnny Montes is the Banking Center Channel Area Executive for the Los Angeles East Area in the West Region for Bank of America. LA East is comprised of 8 Teams, 115 Banking Centers, and over 1800 associates and covers 3 counties (Orange, Riverside, and Los Angeles). He was previously the Southern California Area Executive and Consumer Market Executive for the Palm Springs Desert and Orange Chino Hills Markets and relocated to Riverside in 2011.

Johnny began his career as a Personal Banker in the Goleta branch of Bank of America in 2003. He was then promoted to the BCM College Program and managed various Banking Centers in the Inland Empire before being promoted to Market Training Leader, where he oversaw new manager training programs in Southern California.

Johnny holds a B.A. from UC Santa Barbara, where he majored in Business Economics & Accounting and minored in Global & International Studies.

 Johnny lives in Riverside, California and is an Executive Sponsor for HOLA (Hispanic Organization of Leadership Advancement) and has been an active member of the Associate Engagement and Inclusion Council representing Retail Bank and Distribution. He is also an active community volunteer and sits on three boards, serving Susan G. Komen For the Cure in the Inland Empire where he has helped drive fundraising efforts across the West Region as well as education and awareness efforts to help fight breast cancer by focusing on early detection and treatment options. He is also a board member for Junior Achievement of Southern California, focusing on financial literacy and better money habits for the youth in the local communities. Johnny is also on the national advisory board for Bankworks, which is a nation-wide program focused on workforce development and providing specialized training in the banking industry.

Thomas Roberts

Thomas Roberts is a 25-year banking veteran, who started as a teller in 1990 with Wells Fargo Bank, moving his way up to District Manager in San Bernardino County and eventually, San Francisco. In 2005, Thomas moved to U.S. Bank in the San Francisco. Thomas has continuously worked his way up into top leadership positions. In his current role he is the Region Manager and Head of U.S. Bank’s Community Banking and Branch delivery network for the Washington Region.

Thomas oversees 70 branches which include nearly 800 employees and partners in Seattle, Tacoma, Olympia, Bellevue, Everett, and the surrounding areas. U.S. Bank is #3 in market share in Washington State with over $12.8 billion in deposits.

Thomas has an Undergraduate Degree in Mass Communications and Marketing from San Jose University and a Master’s Degree in Financial Services from the University of Washington’s Pacific Coast Banking School, where he wrote his thesis on “Leading the Millennial Generation in Retail Banking.”

He currently serves as a Corporate Advisory Board Member for the Greater Seattle Business Association and was previously a Board Member of the California Symphony and San Francisco Planning and Urban Research (SPUR). Prior to moving to Washington, Thomas was a volunteer for the San Francisco Aids Foundation, where he raised money and awareness by leading Team U.S. Bank on a 565-mile LifeCycle ride from San Francisco to Los Angeles, four times over the past ten years.

Thomas is part of U.S. Bank’s enterprise-wide Global Inclusion and Diversity Council and represents the 25-state Community Banking and Branch Delivery team. He is also the lead for the Western States Division Generations Council.

In his spare time, Thomas is an adventure and culture traveler who enjoys cycling, trekking, and running.

John Sotoodeh

John Sotoodeh is president of Wells Fargo’s Southern California Regional Bank. Sotoodeh has oversight of more than 500 banking stores, employing more than 10,000 financial services professionals.

A 24-year veteran of the company, Sotoodeh assumed his current role in 2009, which has grown to include Los Angeles, Orange, San Diego, Imperial, San Bernardino and Riverside counties. Prior to that, he served as regional president for the Peninsula area in the San Francisco Bay market. Sotoodeh began his career with Wells Fargo in 1990 as a bank teller.

Sotoodeh is active in many community and charitable organizations and serves on the board of directors for the United Way of Greater Los Angeles, board of directors for KCET-TV, board of directors for California Chamber of Commerce, board of trustees for the Autry National Center of the American West, and the advisory board for BankWorks. He also is a member of the Young Presidents’ Organization Los Angeles Chapter. 

Sotoodeh received his bachelor’s degree in finance from San Jose State University. He also is a graduate of the Pacific Coast Banking School.