Terry is a former member of the Chicago Board of Options Exchange and the Chicago Board of Trade and has successfully traded options on equities, financial indices, commodities and M&A for over 25 years. Since 2010 he has gained an understanding of the Cannabis Industry, attended the International Cannabinoid Research Society (ICRS) symposium with over 250 researchers, scientists and doctors from all over the world. Terry gained valuable insight into Colorado's Medical Cannabis industry during his statewide travels with one of the last remaining patients to continue receiving cannabis from the federal government.
Additionally, Mr. Patton has met with cannabis industry stakeholder groups including local and state government officials, bankers, dispensary owners, growers, manufacturers of infused products, patients and adult use cannabis consumers. This was the foundation of the design of software that to this day is unique to the cannabis industry.
James V. Zaring - Vice-Chairman / President / Chief Executive Officer
James comes with a wealth of experience with over 35 years of banking experience and has held positions at multiple executive levels including serving as Bank President and Chief Executive Officer for 10 years. He acted as the Senior Lending Officer and Chief Credit Officer for 17 years. While maintaining these positions, James also acted as the Chairman on multiple committees; including, but not limited to the Bank Credit Committee, the Investment Committee, and the Asset and Liability Committee (ALCO).
Throughout his career James has had quite a few notable achievements. He successfully filed and opened multiple bank branch locations. He also filed an application for a de novo bank, which he had approved and opened within five months of filing the initial application. He has received regulatory approval to work on several troubled financial institutions and using his ability to author and implement various policies and procedures, he was able to have regulatory sanctions removed from these institutions within twelve to thirteen months. James has acted as an expert witness who has testified for the FDIC pursuant to enforcement actions and has also worked as a consultant for private trust disputes.
Thomas E. Gavin IV - Executive Vice President / Chief Operating Officer / Director
Thomas comes to CannaTrac® with a long list of attributes. His previous business experience includes 18 years in residential and commercial real estate finance. During this time, he managed a corporate office along with 4 out-of-state offices in Minnesota, Wisconsin, Nevada, and Indiana and was responsible for over 100 employees. Although he grew up in a family in the marketing and advertising industry, his professional experience didn’t start until 2005, where he assisted with the development of an improved marketing campaign for 14 of the corporation’s publications. This led him to start T E G Resources, Ltd., which he founded in late 2007.
Through his vast financial network and the 5 years he spent working with government agencies, including Homeland Security, he provided marketing consulting to small-medium sized businesses looking to expand within their market and become more efficient. Currently, Thomas is a member of multiple network groups, non-for-profits, and societies within the real estate, finance, and business sectors.
Thomas J. Allison III - Independent Director / Advisor
Thomas J. Allison III is a renowned expert in business stabilization/growth experience is without peer. One of the foremost professionals in the corporate renewal industry. Has been a corporate officer or key advisor in some of the world’s largest and most complex turnarounds. A Fellow in the American College of Bankruptcy. Known for innovative and creative approaches in successfully guiding clients through restructuring and working with Private Equity companies to prepare companies for sale. Managed American Optical Services through a Chapter 11 sales process.
Extensive experience with major retailers, including K-Mart, Montgomery Ward, Joseph A. Bank and Paul Harris, in earlier years. In a crisis, has the ability to focus an organization on the task at hand and make tough calls on a timely basis. Drives for results and is dedicated to successful client outcomes. A founder and former Chairman of the Association for Certified Turnaround Professionals and past Chairman of the Turnaround Management Association (TMA). Has received multiple TMA “Turnaround (or Transaction) of the Year” awards.
Daniel Greenman - Chief Financial Officer / Director
Daniel Greenman is a Certified Public Accountant, licensed in the State of Illinois, with reciprocal licenses in California and Indiana. He is the sole principle of Daniel Greenman & Co., Certified Public Accountants and Consultants, which he established in January of 1980.
His firm specializes in servicing entrepreneurial businesses, including, but not limited to: the Construction, Information Technology, Environmental, Service and Hospitality industries. In addition to providing his clients with accounting services, Mr. Greenman also provides consulting on managerial advisory services, tax issues, minority business enterprises, disadvantaged business enterprises, litigation support, and distressed business issues.
Hinshaw & Culbertson LLP is a national law firm founded in 1934, it is one of the 100 largest U.S. law firms and represents clients in complex litigation, regulatory and transactional matters in 25 offices across the United States and in London. Hinshaw also operates a consulting division in the areas of corporate governance, and real estate financing. Marcos Reilly has practiced in the field of commercial litigation since 1986, primarily at the trial level in Illinois Circuit Courts, the U.S. District Court and the U.S. Bankruptcy Court, but also on appeal in the U.S. Courts of Appeals and the Illinois Appellate Court. He has litigated in administrative forums such as hospital medical staff proceedings as well. Additionally, Mr. Reilly handles some non-litigation work, including reviewing and drafting contracts and advising clients in connection with intellectual property, corporate governance, employment and other matters.
Mr. Reilly’s areas of focus include intellectual property litigation, employment-related litigation, especially involving non-compete agreements and trade secrets, shareholder litigation and corporate disputes, health care-related litigation, including hospital medical staff disputes, construction litigation, contract litigation of all kinds and fraud, unfair competition and other business torts. A considerable portion of his litigation practice has focused on proceedings for injunctive relief and other equitable remedies.
Legal Counsel outside the United States
Luca Gori - DLA Piper UK LLP
Robert Fonn - DLA Piper (Canada) LLP www.dlapiper.com
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific. Their clients range from multinational, Global 1000, and Fortune 500 enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. They also advise governments and public sector bodies.
Luca Gori advises clients on a broad range of corporate transactions for private equity houses and institutional investors. His significant experience includes private equity acquisitions and disposals both in the UK and cross border, pre-IPO investment and venture capital investment for institutional and strategic investors in fields ranging from clean tech, oil and gas, and high tech companies.
Robert Fonn’s practice is focused on corporate and securities law, with an emphasis on corporate finance and mergers & acquisitions. He has particular experience dealing with domestic and cross-border transactions (including friendly and contested take-over bids and proxy contests).
Robert represents financial institutions, investment dealers, private equity sponsors, venture capital funds and a broad range of public and private companies in diverse industries, including technology, financial services, healthcare, life sciences, media, software, automotive, manufacturing, mineral resource and real estate.
Robert counsels corporations in all aspects of corporate and commercial activity, including listings on stock exchanges and dealings with provincial securities commissions. He also advises reporting issuers in connection with securities compliance and corporate governance matters.