Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ezra Spear

Sugar Land

Summary

Strategic operations leader with extensive experience in managing cross-functional teams and scaling startups. Demonstrated success in translating insights into actionable strategies, streamlining operations, and enhancing stakeholder engagement. Proficient in leveraging emerging technologies such as blockchain and AI to drive productivity and operational efficiency.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Director of Operations/Co-Founder

Tokenize Assets, Inc
Houston
06.2022 - Current
  • Directed company-wide operational strategy, aligning teams with market objectives.
  • Expanded partnerships through collaboration on ecosystem initiatives with Web3 platforms and investors.
  • Established standard operating procedures for asset onboarding, token issuance, and lifecycle management.
  • Managed strategic partnerships and investor relations.
  • Refined CRM and compliance systems to enhance transparency for stakeholders.
  • Led risk management frameworks in partnership with legal and audit teams for regulatory compliance.
  • Introduced AI-driven dashboards for improved performance tracking and reporting accuracy.

Senior Financial Consultant

Wealth Education Academy
Houston
07.2019 - 05.2022
  • Delivered strategic business and financial consulting to mid-sized companies seeking capital through diverse funding channels.
  • Advised clients on capital structuring by leveraging a network of venture capital firms and investment partners.
  • Developed investor-ready materials, including pitch decks and pro forma financial statements, for capital raise initiatives.
  • Collaborated with executive teams to refine business models and assess risks for optimal funding outcomes.
  • Conducted due diligence and provided market insights to align financial strategies with industry standards and investor expectations.

National Sales Director

Valuteachers
Dallas/Houston Metro
01.2014 - 05.2019
  • Scaled 403(b) retirement programs in public education systems across 15 districts and four states.
  • Recruited and trained over 30 agents, achieving consistent revenue growth and high retention rates.
  • Produced internal manuals and facilitated team communications, leading to multiple company awards including Rookie of the Year.

Insurance Broker

360 Financial Brokers
Houston
04.2013 - 01.2014
  • Recruited and trained life insurance agents on product knowledge, market penetration, and time management.
  • Developed prospects through networking and community events, leveraging personal relationships.
  • Assessed clients' financial objectives to ensure appropriate product recommendations.
  • Acted as liaison between clients and insurance carriers to address underwriting requirements.

Senior Military Educational Liaison & Director of Admissions

DeVry University
South Central Region
11.2007 - 04.2013
  • Provided military enrollment support to the campuses in the South-Central Region with training on how to enroll military and veterans’ prospects and VA educational funding processes.
  • Exceeded lead generation goals by an average of 15% each year; ranked number 2 nationally out of 20 MELs in position.
  • Traveled throughout the south-central region attending trade shows and conducting presentations to generate new student inquiries and retain existing student referral programs.
  • Cultivates strong relationships with organizational leaders to provide the opportunity for developing student inquiries and market business training program.
  • Participated in the development and execution of both short-term and long-term student recruitment strategies at the campus level to ensure growth and profitability objectives were achieved.
  • Successfully managed teams that exceeded sale targets by 15% in 2008 and 28% in 2009.
  • Received 'Newcomer of the Year' award for the highest recruitment production in the region; Received 'Diamond Pride' Award for the most team and individual recruitment production – ranked in the top 3 nationally in position.

Education

Master of Business Administration - Project Management

Keller Graduate School of Management
Houston, TX

Bachelor of Applied Science - Accounting

DeVry University
San Antonio, TX

Blockchain Certification -

University of Nicosia
Athens, Greece

Skills

  • Strategic planning and execution
  • Cross-functional leadership
  • System implementation (CRM, AI, SOPs)
  • Stakeholder engagement
  • Compliance and risk management
  • Data-driven decision making
  • Financial structuring and consulting
  • Portfolio oversight
  • Crypto management
  • DeFi protocol transactions
  • Tokenomics strategy and smart contracts

Certification

  • Blockchain Technologies & Digital Assets (UNic)
  • Honorable Discharge – United States Air Force (2006)
  • Formerly Licensed General Lines Insurance Agent

Timeline

Director of Operations/Co-Founder

Tokenize Assets, Inc
06.2022 - Current

Senior Financial Consultant

Wealth Education Academy
07.2019 - 05.2022

National Sales Director

Valuteachers
01.2014 - 05.2019

Insurance Broker

360 Financial Brokers
04.2013 - 01.2014

Senior Military Educational Liaison & Director of Admissions

DeVry University
11.2007 - 04.2013

Master of Business Administration - Project Management

Keller Graduate School of Management

Bachelor of Applied Science - Accounting

DeVry University

Blockchain Certification -

University of Nicosia

Similar Profiles

CREATE PROFILE