William Vernon

Inside Sale Representative @Pinnacle Wealth Brokers

Calgary, AB, CA

This summer, I worked on the front lines of Canada’s exempt market, helping structure and raise capital for private investment opportunities. My responsibilities included:Structuring investor offerings using tools like convertible preferred shares and supported debtBuilding out an investor CRM to track contacts, manage follow-ups, and streamline deal flowSourcing and qualifying accredited investorsDrafting investment summaries, proformas, and pitch materialsParticipating in investor meetings and due diligence processesI worked directly under Adam Hoffman who connected me with my mentor, Fred Mannix Jr. who has been helping me get started on my journey as a capital raiser.

HubSpot Academy

Sales Management Certification, Sales, Distribution, and Marketing Operations, General

HubSpot Academy

Frictionless Sales Certification, Sales, Distribution, and Marketing Operations, General

HubSpot Academy

Inbound Sales Certification, Sales, Distribution, and Marketing Operations, General

Dalhousie University

Bachelor of Management