Kim Shappee is a business owner, financial advisor, and financial educator based in Missoula, Montana.
First Vice President and Financial Advisor
Lending expert, business sale expert, business acquisition expert, financial planning
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.
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