Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Hobbies and Interests
Personal Information
Affiliations
Interests
Timeline
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Francisco Espaillat

Los Angeles,CA

Summary

Experienced business development professional with a proven track record of driving sales/growth and cultivating strong client relationships. Recognized for strategic thinking, effective communication, and a steadfast commitment to team collaboration to achieve tangible results. Proficient in market analysis, negotiation, and partnership development, with an adaptable approach to meet evolving needs. Trusted for reliability and consistently delivering on objectives.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Founder

P3PL, Inc.
01.2024 - 12.2024

Founder | Par 3 Premier League (P3PL)
Austin, TX | 2024 - 2025

  • Launched the first professional Par 3 golf league and membership community, blending competitive sports with accessibility and innovation.
  • Built and led a high-profile team while securing strategic partnerships with sponsors and brands to enhance league visibility.
  • Developed a go-to-market strategy, financial models, and budgets to support growth and attract investors.
  • Planned tournaments and events, to drive engagement and community-building efforts.
  • Oversaw incorporation, regulatory compliance, and organizational structure for operational success.

Director of Business Development & Partnerships

Texas Ranchers
07.2023 - 01.2024
  • Company Overview: Major League Pickleball
  • Managed strategic partnerships and business development for professional sports team
  • Drove sales and partnership initiatives, increasing exposure and sponsorship opportunities
  • Led efforts to raise capital, securing crucial funding to support team's operations and growth
  • Coordinated team sales activities and engagements with corporate partners

Director of Business Development/Partnerships

ibble
03.2022 - 07.2023
  • Led partnership efforts during the company's final phase
  • Recruited a team to develop collaboration strategies and drive engagement
  • Developed innovative campaigns in the social media sector
  • Produced 4 events to further awareness and drive user acquisition

Financial Advisor Associate

Morgan Stanley
07.2020 - 03.2022
  • PaceSetter award recipient, recognizing top performance across eight regions by hitting sales targets
  • Managed over $30M in new assets acquired through sales strategy and provided investment solutions for affluent clients
  • Specialized in structured products, alternatives, and tax strategies for high-net-worth clients

Regional Artist Development & Promotions

Sony Records
04.2018 - 07.2020
  • This was a "sales" specific job to secure rotations for clients in new markets through existing and new radio partners
  • Managed relations with 80+ stations in 8 states, planning market-specific promotional activations
  • Secured campaign contracts with brands like Southwest and Target
  • Monitored artist promotion and audience engagement


Investment Consultant

Fidelity Investments
01.2016 - 02.2018
  • Created financial plans for investors, focusing on relationship-building and client retention
  • Achieved impressive results managing assets and annuities to drive sales growth month over month.
  • Generated significant financial flows, exceeding targets year over year
  • Averaged 4 clients per day securing new assets through account consolidation.

Financial Advisor

Morgan Stanley
01.2011 - 11.2015
  • Managed a $15M retail portfolio, achieving a 125% revenue growth in 12 months
  • Consistently generated $200K in trailing 12-month revenue
  • Focused on wealth management solutions for mass affluent and high-net-worth clients

Education

B.B.A. - Business Administration, Psychology

University of Central Florida
Orlando, FL
12.2008

Skills

  • Sales and Revenue Growth
  • Business Development Strategies
  • Wealth Management
  • Client Relationship Management
  • Strategic Partnerships
  • Critical Thinking & Problem-Solving
  • Team Leadership & Collaboration
  • Project Management
  • Microsoft Office Suite

Accomplishments

    Recipient of Morgan Stanleys PaceSetter Award which is issued to advisors recognized for outstanding performance, client service and professional standards. Secured top position for new advisor associates in 8 regions.

Certification

  • Series 7
  • Series 66
  • FL2-15

Hobbies and Interests

  • Traveling
  • Swimming
  • Running
  • Biking
  • Hiking
  • Weightlifting

Personal Information

Title: Sales and Business Development Director

Affiliations

  • Ambassador for The Supper Club, a national private members club.
  • Member of Profluence, National Sports Networking Group)

Interests

  • Youth Development Programs
  • Volunteer Travel
  • Backpacking and Hiking
  • Gym Workouts
  • Swimming
  • Team Sports
  • Passionate about balancing physical health with mental and emotional wellness

Timeline

Founder

P3PL, Inc.
01.2024 - 12.2024

Director of Business Development & Partnerships

Texas Ranchers
07.2023 - 01.2024

Director of Business Development/Partnerships

ibble
03.2022 - 07.2023

Financial Advisor Associate

Morgan Stanley
07.2020 - 03.2022

Regional Artist Development & Promotions

Sony Records
04.2018 - 07.2020

Investment Consultant

Fidelity Investments
01.2016 - 02.2018

Financial Advisor

Morgan Stanley
01.2011 - 11.2015

B.B.A. - Business Administration, Psychology

University of Central Florida
Francisco Espaillat