Meet the Team
Jenna Moore
Cnnect.ai | Advisor
About Jenna
As an accomplished leader in the realm of digital transformation and HR tech, Jenna brings a wealth of knowledge, expertise, and strategic insight to the field. Having spent the past 10+ years at the forefront of emerging companies, Jenna has been instrumental in driving innovation and growth in the increasingly digital business landscape.
Her leadership journey has seen her actively engaged with startups and enterprise organizations, lending her unique perspective and transformative approach to drive their growth. Jenna’s combined acumen of leadership, technology, and digital strategy has had a profound impact on these organizations, optimizing their internal processes and technology infrastructure. As employee number three in her previous role, Jenna was instrumental in the growth of the recruitment-tech firm’s growth and expansion over 5 years seeing employee headcount and revenue growth YOY.
Jenna’s commitment to innovation has led to tangible bottom-line improvements for these organizations and has played a pivotal role in their digital evolution. She is committed to leveraging her extensive experience to help fast growth startups navigate the digital landscape. Her work focuses on developing and implementing digital transformation strategies that align with business goals, drive efficiency, and enable scalability.
Jenna received her Bachelor of Science degree in Communication from Arizona State University.
Tony Mai
Cnnect.ai | Advisor
About Tony
Tony is a seasoned business leader with a proven track record in driving growth solutions for companies of all sizes across various industries. With a passion for helping emerging companies gain a competitive edge, Tony has successfully implemented modern technology, platforms, processes, and strategies to foster and enhance business growth.
Throughout his career, Tony has held pivotal leadership roles, including Head of Technology Practice, Division President, and Director of Growth. In each position, he has demonstrated exceptional vision and an ability to align business objectives with innovative solutions.
Known for his expertise in leveraging cutting-edge technology and his deep understanding of market dynamics, Tony has guided numerous companies towards year-over-year growth. He believes in the power of a human-centered approach, prioritizing the experience of customers and employees alike. He is a forward-thinking professional at the forefront of leveraging technology to connect businesses with their customers in more meaningful ways. Tony continues to shape the future of business growth by developing advanced solutions that bridge the gap between companies and their target audiences.
Tony holds a bachelor’s degree from Humboldt State University, where he developed a strong foundation in business principles and honed his analytical and strategic thinking skills. He has become a trusted advisor and thought leader in the field of business growth and modern technology.
Shay Port
Financial Wellness | Advisor
About Shay
Shay is a CPA, Financial Coach, Counselor and Educator and has worked as a corporate accountant for over 10 years. After seeing so many of those around her struggling with their personal finances, Shay began to envision a life dedicated to assisting all those who were seeking relief. Over the past decade through the magic of video conferencing, Shay has coached hundreds of participants in every part of the country to overcome financial habits that don’t serve. Her clients work together on creating holistic, comprehensive and easy-to-follow personal financial plans in order to achieve their financial goals.
Shay offers many diverse services, but she specializes in coaching people who are in significant debt, to not only get out of debt permanently, but to form new financial habits and develop a positive and empowered relationship with money going forward.
Shay’s additional experience in the field includes 3+ years as the financial coach at one of the first Financial Opportunity Centers in Pittsburgh, the creator and leader of the financial wellness
program for the Pittsburgh chapter of Platform to Employment, and as a certified Financial Counselor/Coach trainer through the Cities for Financial Empowerment. Shay also wrote and led several different “train the trainer” seminars for the CFE.
Like everyone, Shay has experienced her own financial challenges. This is how she knows, firsthand, how empowering and life-altering it can be to finally get the help and direction you need in order to live a life of security, abundance and ultimately financial freedom.
Please let me know if you have any questions or need more information or clarification.
Andy Lopez, CPP
Forensic Payroll | Advisor
About Andy
Andy is a seasoned professional and payroll expert with extensive knowledge in providing services that support small to midsize companies and service providers where payroll tax compliance often falls through the cracks.
He has held operational leadership positions at UKG, Heartland, PTM, Equifax Workforce Solutions, ADP, and Paychex. During his career journey, he realized that companies had frequent payroll compliance issues and how much time was spent correcting issues or worse, feeling that there was nothing that could be done since the issues arose due to lack of experience from various service providers or self prepared filings.
Andy leads a team of employment tax compliance professionals who help the businesses with payroll and all prior period employment tax compliance as well as consulting on go-forward payroll tax processing.
Andy earned a bachelor’s degree in History from Whittier College graduating Summa Cum Laude in 2003. He also obtained in 2005, a Certified Payroll Professional (CPP) designation from the Payroll Org (f.k.a. American Payroll Association).
Bret Schafer
Prosilio Capital | Advisor
About Bret
Bret is a Managing Partner at PCG and focuses his efforts primarily on mergers & acquisitions, corporate finance (raising equity and debt), Chapter 11 representations (363 asset sales), and real estate related transactions. Prior to joining PCG, he was with BCC Capital as a Managing Director in charge of the firm’s mergers & acquisitions, corporate finance, valuation, and employee stock ownership plan practices.
Before joining BCC Capital for the second time, Bret was a Senior Vice President and the Chief Contracting Officer for Mavent Inc., a venture capital-backed software technology company. Earlier in his career, he was a Director of Acquisitions for CWS Capital Partners, a large real estate investment management firm. He also played a key role in the completion of a $90 million commercial mortgage-backed securities transaction between Daiwa Securities America and the Resolution Trust Company.
Bret holds a bachelors degree in economics from U.C.L.A and an M.B.A. from Pepperdine University. He is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and holds his series 7, 63, and 79 securities licenses.