Kimberly Shappee
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Kim Shappee is a business owner, financial advisor, and financial educator based in Missoula, Montana.


Current Position

First Vice President and Financial Advisor

RBC Wealth Management

City

Missoula

County

Missoula

Specialty Areas
  • Businesses
Skills

Lending expert, business sale expert, business acquisition expert, financial planning


More Information:

Leadership Experience

Kim is passionate about business, financial empowerment and closing the pay gap, and ending global poverty. Kim spends her days helping business owners, technology executives, and professionals manage their wealth and family finances.

Kim is First Vice President and a Financial Advisor at RBC Wealth Management.  Prior to entering wealth management and the financial planning industry, Kim was the Senior Credit Officer and Senior Vice President at Bank of Montana, a private business bank that she helped found based in Missoula, Montana.

Kim’s passion for advancing women in leadership positions and empowering women financially led to her founding The Athena Conference, a women’s leadership conference in the Rocky Mountain West focused on creating and empowering women to make actionable changes in their lives and communities.

Kim is President of the University of Washington’s 2012 Class of the Pacific Coast Banking School and a Babson College Entrepreneurship Graduate. She is an alumnus of Babson College’s Women’s Leadership Program and has taught advanced Leadership coursework at the University of Washington’s Graduate School of Banking.

Kim has taught entrepreneurship in South Africa, researched informal economics in Latin America, and worked in investment banking and economic development.

How I Want to Participate in PowerHouse

potential mentor


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