JD Miller

Head of IT and Security

Technology · Security · AI enablement for high-trust organizations

hellojdmiller@gmail.com225-235-6915linkedin.com/in/mynameisjd (opens in a new tab)

Executive summary

Technology executive who rebuilds the platform a regulated, globally distributed investment firm runs on. Owns enterprise technology strategy end to end across cloud and identity architecture, endpoint management, cybersecurity, data governance, and vendor economics. Wrote the firm-wide AI program and still runs it: CRM modernization, workflow automation, and assistant tooling, all under one governance framework and a single intake channel. Runs a deliberately leveraged model: a $1.5M budget across approximately 70 vendor contracts and a consultant bench delivering 24/5 coverage, with more than half of manual IT work automated.

Career highlights

  • Firm-wide AI programScoped the roadmap from a market and stack-fit study, then stood up five concurrent workstreams with published ownership and one intake channel for the whole firm.
  • Platforms rebuildRebuilt the firm's collaboration, identity, and endpoint stack with new Azure and Microsoft 365 tenant architecture, security anchored in Entra ID, Dropbox retired in favor of SharePoint and OneDrive, and a single management standard for approximately 300 devices in two countries.
  • Risk and regulatoryExtended third-party risk oversight to 176 vendors, strengthened SEC/RIA examination readiness, and closed every medium- and high-severity finding from independent assessment and penetration testing.
  • Modernization at scaleEarlier, virtualized approximately 200 servers and retired 65% of physical infrastructure across a 56-location, approximately 45,000-device estate while holding service levels.

Professional experience

Private investment firm

Head of IT and Security

Venture capital firm and SEC-registered investment adviser; United States and Korea

Scope$1.5M technology budget across approximately 70 vendor contracts · 50 employees supported · approximately 300 endpoints · 176 vendors assessed · 2 countries · 24/5 coverage via MSP and consultant bench

Present

  • Own enterprise technology strategy, cybersecurity, identity, data governance, service delivery, and vendor economics. Partner across investment, finance, investor relations, legal, compliance, and operations, and support technical diligence on prospective investments.
  • Authored and own the firm-wide AI implementation program: five concurrent workstreams under a published RACI, a single request-intake and prioritization channel, and governance issued to all staff, grounded in a market-landscape and stack-fit study that set the prioritized roadmap.
  • Built the automation and AI infrastructure underneath it: governed agent workflows and curated firm-wide Claude skill sets spanning investment, portfolio, meeting-knowledge, CRM, collaboration, and finance systems.
  • Led CRM modernization from Affinity to Attio as the investment team's system of record, from contract negotiation and data migration through third-party enrichment integration and pipeline workflow build.
  • Re-architected the cloud and identity core: Azure and Microsoft 365 tenant design, identity-first security in Entra ID (MFA, Conditional Access, device compliance, risk-based access policy), and migration off Dropbox to SharePoint and OneDrive under classification and DLP controls, alongside Google Workspace.
  • Standardized endpoint management across approximately 300 devices in two countries (Intune MDM/MAM for Windows and mobile; Jamf and Apple Business Manager for Mac), with documented provisioning and country-specific onboarding standards.
  • Automated onboarding, offboarding, ticketing, asset management, and service workflows, cutting manual effort by more than 50%; implemented a central ITSM platform, a white-glove 24/5 support model, and a rationalized technology portfolio mapped to renewal dates and consolidation decisions, including enterprise AI licensing terms.
  • Operationalized third-party risk across 176 vendors and now direct the retention, eDiscovery, and legal-hold capability supporting SEC/RIA obligations; led independent cyber risk assessment and penetration testing; every medium- and high-severity finding is closed. Incident-response plans cover device loss, credential compromise, ransomware, and outage scenarios.

Cobaltix

Senior Systems and Network Consultant

Technology and security consultancy; San Francisco Bay Area

ScopeFractional Head of IT, CISO, and CTO across a portfolio of regulated and high-touch clients

  • Operated as fractional Head of IT, CISO, or CTO for startups, hedge funds, venture capital firms, and legal practices, leading cloud, network, identity, endpoint, cybersecurity, compliance, and business-continuity initiatives with client executives.
  • Owned high-severity escalations from diagnosis through resolution. Supported a venture capital client, which led to joining that firm full-time as Head of IT and Security.

St. Tammany Parish Public Schools

Senior Systems Administrator / Data Operations

Public school district; Louisiana

Scope56 locations and one data center · 35,000 students · 5,000 employees · approximately 45,000 devices

  • Consolidated and standardized the server environment, virtualizing approximately 200 servers and retiring 65% of the physical footprint. Managed the security technology stack and led hardening across infrastructure, endpoints, applications, and data systems.
  • Automated provisioning and administration workflows in PowerShell and Python, expanding automation capacity by 45%; built GIS data systems linking district maps, attendance zones, and student information systems.

Earlier career

Scott Bailey Enterprises

Information Technology Support Specialist

Barrister Global Services

Technical Operations Manager (promoted 2008)

  • Promoted into technical operations leadership at a nationwide IT field-service organization; senior escalation point for NASA, HP, the U.S. Department of Homeland Security, and CDW.

Research & public work

  • Beyond the Model FrontierIndependent research on the boundary between technical AI capability and organizational acceptance.
  • Public dialogueField notes and conversations on technology leadership, security, automation, and organizational change.

Core expertise

Leadership

  • Technology strategy
  • Cyber risk and governance
  • SEC/RIA readiness
  • Global IT operations
  • Technology budgeting
  • Vendor governance
  • ITSM and service delivery
  • AI governance and enablement

Platforms & controls

  • Azure
  • Microsoft 365
  • Entra ID
  • Intune
  • Jamf
  • Defender
  • SharePoint and OneDrive
  • Google Workspace
  • Slack
  • Zoom
  • Attio
  • DealCloud
  • Salesforce
  • n8n
  • IAM / MFA / Conditional Access
  • DLP
  • eDiscovery
  • PowerShell
  • Python

Education

Southeastern Louisiana University

B.A., General Studies

Computer & Applied Sciences · Minor in Music

Certifications

  • CISSP
  • AWS Cloud Practitioner
  • MCSA
  • MCSE
  • RHCE
  • Six Sigma Green Belt
  • ITIL Foundation
  • CompTIA Security+, Network+, A+
  • Dell EMCSA