Disclosure

Photo Credit: Josh Atwell

Disclosure

Here are my disclosures that I make reasonable attempts to keep current. While I do not maintain an exhausive list of online presences here I will make reasonable attempts to link to this disclosure when the UI/UX of a given service permits or I will state that the opinions shared on those third party services are solely mine.

In general, the words, images, or what can be summed up as a variety of purposeful output found at this website and elsewhere on the Internets are my opinions. These momentary captures of the vortex of consciousness and mutable communications reflect my opinions and not those of anything or anyone else. That’s what many folks like to call a disclaimer. This disclaimer is mine. It’s pretty fancy if I do say so myself. Which I just did.

Content

There is a link to this disclaimer and my disclosure(s) within the footer of each page here unless rendering that disclaimer is impacted by noodling with my content management system du jour. Read it. Know it. Love it.

I reserve the right to change my mind and edit content at any time. Any CMS changelog here is subject to client side edits or server side edits on GitHub as delivered by GitHub Pages.

I’m a prolific comment maker across the Interwebs — yes, even Twitter. If there is any ambiguity around me making the comment or not, please consider the rather loose concepts around comment vetting and non-repudiation before you assume a comment is truly mine. Just ask me. Never assume.

I’ve been a guest contributor at Telecompetitor and a writer for ReadWrite.

My Employers, Clients, and Customers

My updated bio is kept relatively current on the home page of this website and other variations elsewhere on the Internet are considered deprecated.

As of October 2010 I started a new role as a Managing Principal vArchitect with VCE and I am presently a Director within Dell EMC that provides me with access to place referral links to job openings that may result in referral bonus payments to me as part of company wide hiring and recruiting incentives.

As of January 2015, VCE is an EMC Federation Company with investments from Cisco and VMware.

As of October 2015, Dell and EMC signed a definitive agreement to combine. (Please see the addendum at the bottom of this page.)

As of December 2015, the “go shop” period has expired and “EMC will continue to work with Michael Dell, MSD Partners and Silver Lake to pursue the combination of Dell and EMC” (Please see the addendum at the bottom of this page.)

As of January 2016, VCE is now the Converged Platforms Division of EMC. (Please see the addendum at the bottom of this page.)

As of August 2016, the Dell and EMC transaction is set to close on September 7, 2016. (Please see the addendum at the bottom of this page.)

As of September 7, 2016, I am a Director within the Global Office of the CTO for the Converged Platforms and Solutions Division of Dell EMC.

I’ve also been the managing principal of my own consulting practice and had interesting gigs with other companies as well. My abreviated CV is exclusively availabe on this website and other variations elsewhere on the Internet are considered deprecated.

Startups

I’m an advisor to amazing startups that are funded: AwayFind and Racemi

I was an advisor to Packet Island which was acquired by BroadSoft.

I’m an advisor to amazing startups that are pre-funding. Feel free to ask me about them and I’d be happy to make introductions.

I’ve been an advisor to amazing startups that did not survive and experienced the learning curve of failure. Feel free to ask me about them, the mistakes made, the lessons learned, and how to reach out to the leadership teams that are stronger as a result of failure.

With all startups I advise, the equity I have is commensurate with my involvement level.

I have published a blog post that outlines how I work with startups and my fuller thoughts on taking an advisory role which I also link back to on my AngelList profile.

Positions

I do not actively trade in the stock market. When I produce content on this website I will disclose my position or interest in reference by linking to this positions statement.

I invest primarily in mutual funds and index funds but may also participate in automatic rebalancing services such as Wealthfront. If you are interested in the latter, this Wealthfront invitation referral link may provide you with a discount and/or advisory fee relief in addition to lowering my own advisory fees. Be sure to read all the fine print and Wealthfront disclosures (as of May 2015) therein. YMMV.

I’ll spare you the reporting on how my portfolio is doing. I’m not an investment professional. Do your own homework and remember that everything you are reading here and elsewhere from me does not constitute investment advice in any way shape or form.

Sponsorships, Gifts, SWAG, Trinkets, Chotchkies, and Freebies

I’ve been a sponsor in the past and continue to put my marketing dollars where I want to when I want to. In all cases, my marketing dollars have never gone beyond $5,000 for any specific event or group sponsorship within a calendar year.

I’m often presented with various bags of random items and the occasional high dollar gadget or two when attending conferences and the link. If it is worth more than $5 or something I can’t take notes on like pens and paper… I donate it. I explain this in more detail on my free phones post.

I’m often doing the meals and entertainment thing with clients and customers. Sometimes I get invited to VIP events that are extremely valuable in terms of the ticket price. I make it widely known that someone paid my way. Typically, I’m back the next year on my own dime if it is a solid event. Also, if I am dining with industry contacts, it’s a good bet I’m the one footing the bill. Yes, that gets expensive sometimes.

I’m always experimenting with ways to monetize web content. I’ve used Google Adsense, Text Link Ads, Adbrite, Amazon Affiliates, etc… but I always end up taking them down after I’m familiar with the concepts. At best I’ve made $100 or so here and there. Currently, I am testing Amazon Affiliates for use with 404 responses on this website and other deprecated web properties that I own.

While I don’t maintain a detailed spreadsheet or general ledger as such, I’ve had plenty of drinks and dinners where the check may have been picked up by a third party or sponsor. Conspicuous examples would include SxSW social events, pizza nights with local user groups, etc… but there’s also a solid possibility I’ve also been a sponsor and/or paid some form of fee or incurred expenses to be in attendance.