Lukas Kaaz
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Lukas Kaaz Email & Phone Number

Client Services Coordinator at Ameriprise Financial Services, LLC
Location: Lynnwood, Washington, United States 8 work roles 2 schools
2 work emails found @broadmark.com 1 phone found area 559 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email l****@broadmark.com
Direct phone (559) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Ameriprise Financial Services, LLC
Role
Client Services Coordinator
Location
Lynnwood, Washington, United States
Company size
2 employees

Who is Lukas Kaaz? Overview

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Quick answer

Lukas Kaaz is listed as Client Services Coordinator at Ameriprise Financial Services, LLC, a company with 2 employees, based in Lynnwood, Washington, United States. AeroLeads shows a work email signal at broadmark.com, phone signal with area code 559, and a matched LinkedIn profile for Lukas Kaaz.

Lukas Kaaz previously worked as Sales Operations Specialist at Echodyne and Senior Portfolio Analyst at Broadmark Realty Capital Inc.. Lukas Kaaz holds Bachelor Of Arts - Ba, Finance, General from Seattle University.

Company email context

Email format at Ameriprise Financial Services, LLC

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{first}@broadmark.com
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AeroLeads found 2 current-domain work email signals for Lukas Kaaz. Compare company email patterns before reaching out.

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Profile bio

About Lukas Kaaz

Experienced Operational Specialist with a demonstrated history of working in the finance and insurance industries. Skilled in Retirement Planning, Estate Planning, Teamwork, Microsoft Excel, and Public Speaking. Strong operations professional with a Bachelor of Arts - BA focused in Finance from Seattle University.

Listed skills include Microsoft Excel, Teamwork, Time Management, Retirement Planning, and 12 others.

Current workplace

Lukas Kaaz's current company

Company context helps verify the profile and gives searchers a useful next step.

Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Client Services Coordinator
Lynnwood, WA, US
Website
ameriprise.com
Employees
2
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Company profile
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8 roles

Lukas Kaaz work experience

A career timeline built from the work history available for this profile.

Sales Operations Specialist

Current
Echodyne

Kirkland, Washington, United States

  • Responsible for processing of all RMA units and returns of repaired radars, while reducing turn time by 25% through efficient communication and tracking of progress.
  • Implemented a new hardware management system that led to a reduction in shipping costs on demos by 60%.
  • Responsible for the customer portal via Salesforce and assisted with implementing the updated version to align with housing secured documents in AWS S3.
Mar 2024 - Present

Senior Portfolio Analyst

Broadmark Realty Capital Inc.

Seattle, Washington, United States

  • Responsible for the analysis and approval of disbursement requests related to 50% of the company’s total construction projects, including loans in default and real estate owned by the company.
  • Implemented a new construction budget platform (Rabbet) in 2022, leading to an overall reduction of turnaround time on disbursement requests of 15%.
  • Led the complete reconciliation of Rabbet compared to SOX-controlled accounting platform with a 0% error rate in 2023.
  • Responsible for vendor management of Rabbet, including collaborating with their engineering team to build customized elements to better suit the needs of Broadmark.
Feb 2023 - Jun 2023

Construction Draw Specialist

Broadmark Realty Capital Inc.

Seattle, Washington, United States

Nov 2021 - Feb 2023

Client Services Associate

Joslin Capital Advisors, Llc

Bellevue, Washington, United States

  • Responsible for all client service items and tracking within Junxure CRM, including following up with advisors on outstanding items.
  • Scheduled meetings via Zoom and organized the calendars for all advisors on staff and created comparative analysis charts using Tamarac PortfolioCenter.
Mar 2021 - Oct 2021

Operations Specialist

Altig - American Income Life Insurance Company

Redmond, WA

  • Responsible for relationship management with top sales executives, producing a record revenue year in 2020 in all territories I worked with.
  • Reorganized lead distribution frameworks for the entire sales staff during the transition for in-home sales only prior to COVID to a virtual-only sales platform during COVID.
  • Produced the 2020 financial analysis breakdown for the Board of Governors meetings in 2021.
Jun 2019 - Mar 2021

Financial Professional

Axa Advisors, Llc

Bellevue, WA

  • With innovative life insurance, retirement, and annuity products, AXA offers services that help to address
  • Life insurance needs
  • Retirement planning
  • College education funding
  • Long-term care insurance
  • Disability insurance AXA Advisors is here to help, every step of the way.
Jan 2018 - May 2019

Visitor Services Assistant

The Museum Of Flight

Seattle, Washington

  • Responsible for keeping cash tills balanced throughout the day.
  • Acquired experience in the Counterpoint SQL point-of-sale system.
  • Assisted leads with master deposits and daily deposits.
  • Collaborated with supervisor to help create the new troubleshooting guide for the visitors services department.
Jul 2016 - Apr 2017
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

Other employees you can reach at ameriprise.com. View company contacts for 2 employees →

AS Aaron Spartz Aaron Spartz Colleague at Ameriprise Financial Services, Llc Sioux City, Iowa, United States, United States View → DC Dan Carver Iii Cfp Crpc Clu Chfc Bfa Aams Awma Apma Dan Carver Iii Cfp Crpc Clu Chfc Bfa Aams Awma Apma Colleague at Ameriprise Financial Services, Llc St Louis, Missouri, United States, United States View → MS Michael Smith, Cfp®, Msfs Michael Smith, Cfp®, Msfs Colleague at Ameriprise Financial Services, Llc Wausau-Stevens Point Area, United States View → JM Jeff Mumper, Cfp®, Chfc®, Casl®, Apma® Jeff Mumper, Cfp®, Chfc®, Casl®, Apma® Colleague at Ameriprise Financial Services, Llc Cincinnati, Ohio, United States, United States View → SG Samantha Green Samantha Green Colleague at Ameriprise Financial Services, Llc Las Vegas, Nevada, United States, United States View → DS Dani Sandu Dani Sandu Colleague at Ameriprise Financial Services, Llc Romania, Romania View → MA Megan Arevalo Megan Arevalo Colleague at Ameriprise Financial Services, Llc United States, United States View → KG Kristi Gudaitis Kristi Gudaitis Colleague at Ameriprise Financial Services, Llc North Las Vegas, Nevada, United States, United States View → IT Indu Thakur Indu Thakur Colleague at Ameriprise Financial Services, Llc Gurugram, Haryana, India, India View → MM Michael Mcentee, Cfp®, Crpc® Michael Mcentee, Cfp®, Crpc® Colleague at Ameriprise Financial Services, Llc Boston, Massachusetts, United States, United States View →
2 education records

Lukas Kaaz education

FAQ

Frequently asked questions about Lukas Kaaz

Quick answers generated from the profile data available on this page.

What company does Lukas Kaaz work for?

Lukas Kaaz works for Ameriprise Financial Services, LLC.

What is Lukas Kaaz's role at Ameriprise Financial Services, LLC?

Lukas Kaaz is listed as Client Services Coordinator at Ameriprise Financial Services, LLC.

What is Lukas Kaaz's email address?

AeroLeads has found 2 work email signals at @broadmark.com for Lukas Kaaz at Ameriprise Financial Services, LLC.

What is Lukas Kaaz's phone number?

AeroLeads has found 1 phone signal(s) with area code 559 for Lukas Kaaz at Ameriprise Financial Services, LLC.

Where is Lukas Kaaz based?

Lukas Kaaz is based in Lynnwood, Washington, United States while working with Ameriprise Financial Services, LLC.

What companies has Lukas Kaaz worked for?

Lukas Kaaz has worked for Ameriprise Financial Services, Llc, Echodyne, Broadmark Realty Capital Inc., Joslin Capital Advisors, Llc, and Altig - American Income Life Insurance Company.

Who are Lukas Kaaz's colleagues at Ameriprise Financial Services, LLC?

Lukas Kaaz's colleagues at Ameriprise Financial Services, LLC include Aaron Spartz, Dan Carver Iii Cfp Crpc Clu Chfc Bfa Aams Awma Apma, Michael Smith, Cfp®, Msfs, Jeff Mumper, Cfp®, Chfc®, Casl®, Apma®, and Samantha Green.

How can I contact Lukas Kaaz?

You can use AeroLeads to view verified contact signals for Lukas Kaaz at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Lukas Kaaz attend?

Lukas Kaaz holds Bachelor Of Arts - Ba, Finance, General from Seattle University.

What skills is Lukas Kaaz known for?

Lukas Kaaz is listed with skills including Microsoft Excel, Teamwork, Time Management, Retirement Planning, Estate Planning Strategies, Microsoft Office, Microsoft Powerpoint, and Customer Service.

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