Board Executive Committee
Tracy A. Shaw, Chairman of the Board
Tracy Shaw of Southbury, Conn., serves as head of content and client engagement strategy for Equitable. She has nearly three decades of experience as a business development strategist in industries ranging from financial services to health care and is dedicated to enriching the customer experience, streamlining process improvements, and developing innovations that enhance ROI. Tracy serves as vice-chair of the Immune Deficiency Foundation and is a member of CHIEF. She earned an MBA from Western Connecticut State University and is currently a doctoral candidate at Adler University. From her time as a business owner, Tracy also holds a patent for 401kSecure, which is designed to replace defined contribution plan deferrals of disabled participants.
Julie Poland, Vice Chair
Julie Poland is a speaker, author, and 7 Attributes of Agile Growth Certified Coach. Since 1990, she has provided process and structure for business leaders to transform their organizations and achieve improved results and sustainable growth. Her financial services management background, strategic perspective, and talent for engaging teams provide a unique resource, coupled with world-class tools, to help organizations of all types and sizes to break through their barriers and achieve the greatness that lies within. Ms. Poland is an active mentor for Susquehanna SCORE and has served as Chapter Chair and District Director of Eastern PA/Delaware. Most recently she has served on the SCORE Field Operations Advisory Council.
Bob Manza, Treasurer
Bob Manza lives in Austin, Texas, where he retired from PepsiCo in 2018. While at PepsiCo, Bob held several senior leadership roles including senior vice president and CFO roles in Canada and Mexico. Bob’s broad experience in finance includes strategic and business planning, business optimization and investment, international business development, acquisition evaluation and integration, and accounting and control activities. Bob is a SCORE-certified mentor and serves as a volunteer leadership member with Foundation Communities, an Austin charity. Bob holds a bachelor’s degree in business administration from the University of Michigan and an MBA from the University of Detroit Mercy.
John A. McCloskey, Secretary
John McCloskey has volunteered with SCORE for 10 years serving as Chapter Chair and District Director for North Carolina. For 17 years, McCloskey was a member of the management boards of publicly-traded German Corporations FAG Bearings and Schaeffler AG. He was also president and CEO of the Aerospace Group, the largest manufacturer of jet engine bearings and structures in the world. Before that, he was executive vice president of North American operations for GKN Automotive. He earned a bachelor’s degree in engineering, a master’s degree in business administration, and has completed post-graduate work at Harvard, London Business School, and IMI Geneva.
Mukesh Asarpota is a recognized business technology leader known for crafting the requisite strategic vision to achieve business goals, bringing a unique blend of executive acumen, global team-building, and business solutions development credited with strong ROI and operational improvement for companies domestic and international. He is currently Director of IT at Salesforce and has a verifiable record of achievement in managing large and dynamic global IT operations. Mukesh holds an MS in Computer Science from the University of Massachusetts and is certified in CIO Leadership from MIT Sloan School of Management.
Kelly Bingel is an entrepreneur with decades of Capitol Hill experience that includes serving as a U.S. Senate chief of staff and partner in a top lobbying firm. While working as a lobbyist, she began investing in several Washington, D.C.-area small businesses before launching Dynamic Gymnastics in 2013. Kelly began her career covering crime and politics at The Tulsa Tribune. She was inducted into Phi Beta Kappa at Louisiana State University, earned a Juris Doctor degree from Georgetown University Law Center, and is a member of the Virginia Bar Association.
Julie Christiansen is the CEO of Gordon Laboratories and has spent her career in consumer goods and manufacturing with companies such as Dean Foods, Minnetonka Brands, Cristophe Hair Care and others. As a leader in startup brands, she has created thousands of innovative products and partnered with customers to help grow and build their companies. Julie's leadership philosophy focuses on people engagement, process improvement and relentless execution. Julie earned her MBA from Capella University and holds a BA in Communications from St. Norbert College.
Mariana Bravo is a Partner at the Law Firm of Carr, Maloney PC. She is a trusted advocate and litigator who concentrates her practice on professional liability, construction, real estate, business and employment law, and catastrophic personal injury disputes. She serves as a Board Member on the Hispanic National Bar Association’s Executive Committee and has acted in several capacities, including as Vice President of Divisions, Sections, and Committees, Vice President of External Affairs, and Vice President of Programs. She also co-chairs the Diversity and Pro Bono Committees at her firm and participates in several charitable events throughout the year.
James Capolongo is the executive vice president, head of deposits + payments for Live Oak Bank, the nation’s largest SBA lender and a leader in bank innovation. In this role, James oversees all aspects of the deposits business – product management, funding portfolio, deposit pricing, money movement, bank operations, and customer support. James joined Live Oak after spending nearly 20 years in various senior leadership roles at large financial institutions, including most recently TD Bank. James received a B.S. in accounting and finance from Tulane University and earned his master’s degree in business administration from the University of Notre Dame, Mendoza College of Business. He currently resides in Wilmington, NC.
Jim Grimsley of Austin, Texas has been a SCORE volunteer for 6+ years and has served in numerous roles, e.g., mentor, President of the Austin Chapter, and a member of the National Advisory Board. Before joining SCORE, Jim held leadership roles at Amoco, CSC Index, and was a Partner at Accenture leading their Global Upstream Energy Practice while having significant expertise in Strategy, Sustainability, Supply Chain, and Mergers & Acquisitions. Jim has B.S. in Management from the University of New Orleans.
Cherylyn Harley LeBon
Cherylyn Harley LeBon is a lawyer, corporate advisor, and board director with more than 20 years of experience in Washington, DC, and abroad. She is a partner with Dunlap, Bennett & Ludwig (DBL) law firm and works with small to large businesses and government contractors across the country. She is a former senior executive at the Small Business Administration and the Department of Veterans Affairs and served as senior counsel on the U.S. Senate Judiciary Committee. Cherylyn is a director of Copart, Inc. (NASDAQ: CPRT) based in Dallas, Texas.
Frank Klisanich is an accomplished business leader experienced in improving performance, sales, and profits for both U.S. and international consumer products companies. He successfully led the expansion of ConAgra Foods Snacks Group into 70+ countries and served as CEO at The Village Company. Currently, Frank serves as a consultant to start-ups and small companies sharing his expertise in strategy, marketing, and sales. He is also an adjunct instructor at several universities in the Twin Cities area. Frank has a bachelor’s degree in economics from the University of Western Ontario (Canada) and an MBA from Queen’s University (Canada).
Jayne Lerman is a technology leader with extensive experience across financial institutions. She served as Managing Director at Morgan Stanley and Goldman Sachs and as Executive Vice President at Mastercard. Jayne is known for transforming global functions across company platforms and boosting the employee experience by modernizing the digital environment. Currently, Jayne serves as a startup advisor, a board member for Destination Imagination and as Executive in Residence for Progress Partners. She also devotes her time to providing advisory services at the Equal Learning Fund.
Pat Loftus is an investor and Investment Committee member with New World Angels, a group of accredited, private investors, and entrepreneurs dedicated to providing equity capital and guidance to early-stage entrepreneurial companies with a strong presence in Florida. She brings over 35 years from the general global nuclear energy industry technical and business leadership and management experience with Exelon, Northeast Utilities, and Westinghouse Electric Corporation combined with 6 years in the small business environment. Her corporate expertise includes strategy, strategic alliances, business development, product management and innovation, independent oversight, and federal regulatory affairs and compliance. Pat also serves in advisory roles for early-stage companies. As a volunteer, Pat focuses her philanthropic and nonprofit work in the areas of entrepreneurship and innovation empowerment. She currently serves as the Chair of the SCORE Foundation and as a SCORE Association Board Director. She has served as a SCORE business mentor for more than 7 years and previously held field chapter leadership roles. She also serves on university entrepreneurship and engineering councils and is a former director/officer of university engineering alumni society boards. Pat has a B.S. in Nuclear Engineering from the Pennsylvania State University, an M.S. in Nuclear Engineering from Carnegie Mellon University, and an MBA from the University of Pittsburgh. She currently resides in Venice, FL.
Tameka Montgomery has held executive leadership roles across numerous business sectors and was appointed by President Barack Obama as a senior executive with the U.S. Small Business Administration, leading training programs for the nation's 28 million small business owners. She also led Colorado’s premier business leadership organization, designing programs and initiatives to engage the business community as civic change-makers. As the founder of Core Strategy Partners, she brings the needs and experience of stakeholders to the center of strategic business decisions.
Nik Shah is a Partner with PwC in the Organization and Workforce Transformation practice based in the Washington, D.C. metro region. He leads the People Analytics practice, including the PwC Saratoga Benchmarking and PwC Employee Listening survey products. He also served as PwC's internal Human Resources leader from 2017-2020, supporting 11,000 employees in a division with revenue of $4 billion. He strives to help organizations make better evidence-based decisions related to their workforce.
Judy Treviño has over 20 years of experience in business administration, finance, accounting, human resources and information technology. She is the Executive Director for CCVI Ministries, Inc. (Christus Health), an international nonprofit organization sponsored by the Sisters of Charity of the Incarnate Word. She has extensive management and board experience in nonprofit, governmental and foundation institutions where she has been a leader in strategic planning, governance training, executive and board recruitment, and fundraising.
David Zechman is a seasoned healthcare executive with 20-plus years of experience at the executive level at large, integrated healthcare systems where he aligned goals, behaviors, and processes to drive the vision to provide kind and compassionate care. His responsibilities included fundraising, strategic planning, operations management, physician alignment/integration, partnership development, and service-line management. In his current role as president of The Zechman Group, he is a first-time author as well as a public speaker, executive coach, and healthcare consultant. He is also a founding board member and CEO of a new company specializing in the acquisition and management of assisted living facilities and home health agencies and serves on three medical technology advisory boards. David has a bachelor’s degree in education from Miami University (Ohio), a master’s in public administration from Cleveland State University, and a fellow in the American College of Healthcare Administration.