Experience

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  Pimlico Capital

  • Baltimore, Maryland, United States

  • President of Sales & Marketing

    • Jul 2023 - Present
    • Baltimore, Maryland, United States

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  Bernstein Private Wealth Management

  • Washington D.C. Metro Area

  • Vice President

    • May 2017 - Jul 2023
    • Washington D.C. Metro Area

    When Bernstein started we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management, and our research-based, integrated approach continues to challenge the status quo. We set out to deliver independence from conflict and extraordinary service—and today, that rich heritage still guides us. We’ll continue to drive our firm forward so that our future can be just as remarkable as our past.As a financial advisor, I help my clients with finding meaning and mission in their wealth. For this reason, I feel at home at Bernstein. Our firm is built on the commitment to the best for our clients, hard work, engagement, fiduciary care and concern, and the highest level of service. There is uncompromising intellect and commitment on our behalf, and a relentless pursuit of success for our clients. As an advisor at Bernstein, I bring the hard work, study, care, advice, commitment to my clients, assisting them in the most important, secretive, and complicated part of their lives—their money.

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  AIPAC

  • Washington D.C. Metro Area

  • Director, Fellows

    • Dec 2013 - May 2017
    • Washington D.C. Metro Area

    Carl Schwartz is the Director of Fellows at the American Israel Public Affairs Committee (AIPAC). AIPAC's mission is to strengthen, protect, and promote the U.S.-Israel relationship in ways that enhance the security of Israel and the United States.Carl is responsible for the creation and management of a new staffing model aimed at bolstering AIPAC’s existing development structure. The AIPAC Fellows Program is a unique, mission-driven, sales team deployed in five key areas of the country to facilitate the achievement of AIPAC’s annual fundraising goals. Carl oversees all aspects of the program from the management and fundraising efforts, to the development, recruitment, and training, of the AIPAC Fellows and program staff.Carl spent the past 18 years in sales and business development working as a consultant to organizations such as DuPont, Microsoft, and the United States Postal Service. Most recently, Carl was a federal business development consultant assisting clients in winning federal business, shortening sales cycles, and providing tactical public-sector market access and intelligence. Carl is a subject matter expert in the areas of sales process, account management, compensation, and sales automation & training, and has authored “thought leadership” articles and publications. Carl has presented for the international Strategic Account Management Association (SAMA). Carl graduated from the Johns Hopkins University, in 1992 with a Master’s Degree in Counseling, and a Master’s Degree in Business Finance, in 1996.

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  Alliance Solutions

  • Washington D.C. Metro Area

  • Principal

    • Oct 2006 - Nov 2013
    • Washington D.C. Metro Area

    Alliance Solutions promotes successful partnerships between government, industry, and IT vendors assisting clients with winning new business, shortening sales cycles, and providing tactical market intelligence. Carl Schwartz was a federal business development principal with Alliance Solutions. As a trusted adviser, Alliance Solutions provides an understanding of agency funding priorities, integrator positioning, and acquisition processes and focuses on assisting the IT vendor sales team find new opportunities and accelerate opportunities through integrator partnerships.

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  The Chapman Group

  • Columbia, MD

  • Senior Partner

    • Mar 1997 - Aug 2006
    • Columbia, MD

    The Chapman Group is a Sales Effectiveness consulting firm providing sales & account management best practices, training, and metric-based tools to B2B sales organizations. Clients of The Chapman Group are national and global organizations such as AT&T, Dell Computer, DuPont, GE, Hercules Chemical, & Micron Electronics.