Joseph Miglio

Experience

• 

  Avantax

  Oct 2015 - Jun 2024

  Regulatory Compliance & Identity Management:Played a critical role in onboarding/offboarding to ensure SOX compliance after HD Vest’s acquisition by Blucora and IPO. Administered/audited permissions for shared mailboxes, distribution lists, and user accounts under strict compliance policies.Microsoft 365 Migration:Supported migration from Intermedia to Microsoft 365, resolving BitTitan migration issues and configuring email on endpoints. Held Exchange Admin, Help Desk Admin, and User Admin roles to manage permissions and enable team collaboration.Encryption Deployment & Data Recovery:Deployed McAfee Full-Disk Encryption (FDE) via ePolicy Orchestrator to hundreds of endpoints during the transition from CheckPoint FDE. Created custom data rescue processes for CheckPoint FDE and McAfee FDE.Business Continuity Planning:Participated in BCP exercises and crisis response, including maintaining operations during a physical threat to executives. Updated and tested the BCP image using Symantec Ghost to ensure rapid recovery and operational readiness.Batch Processing & Database Management:Managed legacy batch processes during the Wells Fargo to Fidelity transition, ensuring continuity in financial operations. Trained in T-SQL job management via Microsoft SSMS and automated workflows using HelpSystems Automate and Coviant Diplomat.Scalable Support for Growth:Supported approximately 1,500 users across Blucora, HD Vest, and TaxAct nationwide. Delivered Tier 2 escalation support for financial professionals and internal teams, resolving endpoint, network, and proprietary software issues. Show less Junior Sysadmin for Nightly Batch Processes:Oversaw critical batch processing workflows during swing shift (2:00 PM–10:00 PM), ensuring smooth execution and handoff to the infrastructure team for continued operations. Provided real-time troubleshooting and resolved issues impacting brokerage data transmission via internal systems and vSphere-hosted servers.Technical Support for Financial Professionals:Delivered technical support to hundreds of financial professionals nationwide, assisting with secure access to Wells Fargo/First Clearing web apps and proprietary HD Vest applications. Ensured seamless operation of tools critical to client-facing services.Internal IT Support:Supported dozens of internal staff, including workstation deployments, workspace setups (phones, peripherals, docking stations), and troubleshooting of critical business services on servers. Worked closely with infrastructure and application teams to address server-side issues.Cross-Team Collaboration:Partnered with internal teams (e.g., information security, infrastructure, app development, compliance, PMO) to resolve escalated issues impacting business-critical workflows. Acted as the first point of contact for resolving interdepartmental technical dependencies. Show less

  • Infrastructure Administrator III

    Sept 2019 - Jun 2024

  • Help Desk Technician II

    Apr 2017 - Sept 2019

  • Help Desk Technician I

    Oct 2015 - Apr 2017
• 

  Cetera Financial Group

  Jun 2024 - now

  Senior Infrastructure Engineer

  Windows Endpoint and Mobile Device Administration through Intune:Patch management and vulnerability remediation for Windows endpoints, leveraging tools such as Qualys, Splunk, and CrowdStrike.Extensively utilize PatchMyPC Publisher for automated patch deployment and create custom packages using the PSAppDeploy Toolkit for tailored software needs.Principal Contact Center Administrator and Architect (Genesys Cloud):Manage major feature enhancements, office transitions, and modernization efforts for Avantax’s contact center infrastructure post-TaxAct divestiture.Employ advanced analysis and deployment tools, including Archy and the Genesys Cloud API, to optimize contact center operations.Multi-Function Printer (MFP) Administration through SafeQ Cloud:Configure, deploy, and maintain MFPs across Dallas, Dubuque, and Des Moines offices.Oversee HCP gateway servers to ensure seamless printing and document management.Microsoft 365 Administration:Troubleshoot complex Exchange Online and SharePoint Online issues using a wide range of tools, including the Graph API.Provide expertise in maintaining and enhancing Microsoft 365 services in alignment with organizational needs.Okta Identity Provider (IdP) Administration:Administer and troubleshoot app integrations, directory integrations, and advanced authentication issues.Leverage Okta APIs to enhance identity workflows and ensure secure access management.Azure and Entra ID Administration:Manage permissions and configure service principals responsibly in a hybrid Azure environment.Demonstrable in-depth understanding of hybrid identity management and secure access configurations.ServiceNow Administration:Maintain and manage multiple ServiceNow environments with an intermediate proficiency.Implement workflows and processes based on a least-privilege access model to ensure operational efficiency and security. Show less