Relationship Managers, Sales & Consultants
Reagan Shopp
Director
Senior Client Strategist
Background
Reagan Shopp, CIMA®, AIF®, Director, joined SCM in 2022 and has been in the financial service industry since 1993. Reagan is a Senior Client Strategist responsible for the Midwestern region. Prior to joining SCM, he distributed for Piedmont Capital and Rising Star Distributors. Reagan worked as the complex marketing director for RBC Wealth Management in the Denver Complex, was the senior regional vice president for Columbia Threadneedle Investments for 13 years, and wholesaled the Rocky Mountain Region with INVESCO for ten years. Reagan received his B.S. in Business Administration from the University of Wyoming and holds the Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations.
Area of Focus
- Relationship Managers
- Sales and Consulting
Previous Experience
- Piedmont Capital
- Rising Star Distributors
- RBC Wealth Development
- Columbia Threadneedle Investments
- INVESCO
Education
- B.S. in Business Administration from the University of Wyoming
Affiliations & Professional Licenses
- AIF
- CIMA
Explore
