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Jancy Polzkill, CPA

Jancy Polzkill, CPA

Managing Director | VP - Portfolio & Project Management at Charles Schwab

Charles Schwab•Englewood, Colorado, United States

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Experience28+ Years
LevelCXO

Career Timeline

Professional employment history
  • Charles SchwabCurrent
    Nov 2014–Present· 11 yrs 11 mos
    • Managing Director, Portfolio and Project ManagementCurrent
      Oct 2023–Present
    • Managing Director | VP - Test Engineering & Support
      Dec 2022–Oct 2023
    • Senior Director, Technology Services
      Oct 2021–Dec 2022
    • Senior Director, Cybersecurity
      Mar 2020–Dec 2021
    • Director, Cybersecurity
      May 2017–Mar 2020
    • Director, Information Security and IT Risk
      Mar 2016–May 2017
    • Program Director, Information Security and Risk Management
      Nov 2014–Mar 2016
  • Western Union
    Jul 2006–Nov 2014· 8 yrs 4 mos
    • Director, Transformation Office
      Nov 2013–Nov 2014
    • Director, Operations Service Delivery
      Sep 2013–Nov 2013
    • Senior Project Manager
      Apr 2012–Sep 2013
    • Project Manager, Information Technology
      Sep 2010–Mar 2012
    • Manager, Audit
      Oct 2009–Sep 2010
    • Senior Auditor
      Jul 2006–Oct 2009
  • First Data Corporation
    Jun 2004–Jul 2006· 2 yrs 1 mo
    • Accounting Manager/Supervisor
      Aug 2005–Jul 2006
    • Senior Accountant
      Nov 2004–Aug 2005
    • Staff Accountant
      Jun 2004–Nov 2004
  • Burdick & Associate, P.C.
    2004–Apr 2004· 3 mos
    • Staff Accountant
      2004–Apr 2004
  • United Airlines
    Aug 1998–Oct 2001· 3 yrs 2 mos
    • Administrative Coordinator
      Aug 1998–Oct 2001

Education

• Bachelor of Science

Accounting

University of Colorado Denver

Executive Relationship Map

Reports To
Jancy Polzkill, CPA
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

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Skills & Expertise

20 of 20 skills
Change ManagementPeopleSoftPayment Card ProcessingIT ManagementInternal AuditGovernanceFinancial AnalysisRisk ManagementSoftware DocumentationPaymentsBusiness AnalysisAccountingVisioSarbanes-Oxley ActProject Portfolio ManagementSarbanes-OxleyAuditingProcess ImprovementBankingIT Strategy