Please read this page before relying on anything on this website.
For information only
This website describes my professional background and shares my writing and independent study on finance and program leadership. Everything on it is provided for general information and education.
Not professional advice
Nothing on this website is financial, investment, tax, accounting, legal or career advice, or a recommendation to buy, sell or hold any security, product or strategy. Reading it does not create an advisory, professional or client relationship between you and me. Before acting on anything you read here, especially decisions about investing, borrowing, taxes or your career, speak with a qualified professional who can look at your whole situation.
My own views
The views expressed on this website are mine alone. They are not the views of any current or former employer, client or professional body with which I am or have been associated, and I do not speak on their behalf.
Employers, clients and organizations named
Employers, clients and other organizations named on this website are mentioned only to describe my professional history. No affiliation with, endorsement by, or sponsorship from them is implied. Company names, logos and trademarks belong to their respective owners.
My professional record
The roles, responsibilities, results and figures on this website are my own account of my career and are accurate to the best of my knowledge at the time of writing. They may be updated or refined over time. Anyone relying on them for a hiring or business decision is welcome to verify them through the usual reference process.
Confidentiality
Descriptions of past work are deliberately general. Nothing here is intended to disclose confidential or proprietary information belonging to a current or former employer or client.
Accuracy and timeliness
I aim to be accurate, but finance, regulation and the job market change constantly. Rates, rules, laws and market data move, and they differ from country to country. Articles are accurate as of their publication date unless stated otherwise, and may be out of date by the time you read them. Always confirm current figures with an official source or your provider.
This website is provided “as is”, without warranties of any kind. If you find an error, please contact me. Verified corrections are made and appreciated.
Links to other websites
This website links to outside sites, including FinoLib, my free finance education library, which has its own disclaimer and privacy policy. I do not control other websites, a link is not an endorsement, and I am not responsible for their content or practices.
Limitation of liability
To the fullest extent permitted by law, I am not liable for any loss or damage, direct or indirect, arising from your use of this website or your reliance on its content. Nothing in this disclaimer limits any liability that cannot lawfully be limited.
Questions
If you have a question about this disclaimer, please use the Contact page.