Emily Appelgate is a Client Service Team member with Foster Group. Emily’s main focus is acting as a liaison between Foster Group and the custodians of our clients’ assets. In this position, she establishes our clients’ accounts and manages maintenance requests on, and initiates transactions on them.
Prior to Foster Group, Emily worked for the Principal Financial Group as a Brokerage Associate. In that position, she negotiated with registered representatives in the field on paperwork corrections, process requirements, and regulations as well as processed new account paperwork, maintenance requests, account transfers, and money movement. She also worked for ING Financial Partners—now Voya Financial—as a Brokerage Operations Specialist in the new accounts brokerage operations department of the home office. Emily is a graduate of Iowa State University, where she majored in family finance, housing and policy.
I like to play with my family’s dog, Jack; lay in the sun for hours; walk on the beach listen to music; watch a good movie; travel to California; and spend time with family, friends and roommates—preferably somewhere warm year-round. My hobbies consist of knitting (rarely) and cleaning (almost always).
I grew up in Marshalltown, Iowa and spent a majority of my time in and out of music practices, rehearsals, and concerts. I was involved in band, orchestra, choir, and jazz band at various points in my life, picking up four instruments over the years. The main thing I learned at a young age was the importance of doing your part and completing a task. A musical group is only as good as the weakest player. No amount of sight-reading can prepare you for a large concert or performance. This can be translated into “the real world” as well. If a company employs strong persons who work diligently and efficiently towards a common goal, they are more likely to be successful and profitable. I believe Foster Group is excellent at employing best-fit personalities to achieve a unique, but obtainable, goal in the financial industry. I’m excited for the many opportunities to come as a member of the Foster Group.
“…at the core of who we are, we all crave the very same thing. I think it goes beyond happiness or success, or knowledge or even meaning. From the beggar to the king, from the famous to the faceless; everybody needs love.” Joel Houston, Hillsong United
“The command we have from Christ is blunt: Loving God includes loving people. You’ve got to love both.” Hillsong United on 1 John 4:20-21
B.S. Family Finance, Housing and Policy, Iowa State University (Ames, Iowa)