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Nicholas O'Brien Email & Phone Number
Vice President, Senior Trust and Estate Planner
at
D.A. Davidson Companies
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, Senior Trust and Estate Planner
Location
Omaha, Nebraska, United States
Company size
Who is Nicholas O'Brien? Overview
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Quick answer
Nicholas O'Brien is listed as Vice President, Senior Trust and Estate Planner at D.A. Davidson Companies, a with 145 employees, based in Omaha, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Nicholas O'Brien.
Nicholas O'Brien previously worked as Associate Attorney at Koley Jessen P.C., L.L.O. and Associate Attorney at Carlson & Burnett, Llp. Nicholas O'Brien holds Doctor Of Law (Jd), Law from Creighton University School Of Law.
Company email context
Email format at D.A. Davidson Companies
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D.A. Davidson Companies
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Profile bio
About Nicholas O'Brien
I help families and business owners plan for probate and taxes relating to their estates. I also advise clients on the complex tax rules relating to nonprofit governance, estate taxes, and income taxes.
Current workplace
Nicholas O'Brien's current company
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D.A. Davidson Companies
7 roles
Nicholas O'Brien work experience
A career timeline built from the work history available for this profile.
Associate Attorney
Current
Oct 2019 - Present
Associate Attorney
Estate Planning, Guardianships and Conservatorships, Probate Administration, Trusts, Wills, Medicaid Planning, and Asset Protection.
Sep 2019 - Oct 2019
Law Clerk
May 2017 - Sep 2019
Title And Escrow Support, Marketing
Lakes Area Title
Real estate title and escrow support, with additional marketing responsibilities.I was responsible for title research and product generation in Dickinson, Clay, and O'Brien Counties. I created abstracts, produced chain of title reports, administered and notarized closing documents, and conducted title research.I also conducted marketing activities, contacting a local market of real estate agents, attorneys, and lenders.
May 2015 - May 2016
File Clerk
I was responsible for clerical work, file maintenance and in-office communications. I oversaw the transfer of the firm's records from a written, physical file system to an electronic database.
May 2014 - Aug 2014
Tutor And Mentor
Mercy Housing
Provided tutoring and volunteer mentoring to children who spoke English as a second language.
Aug 2012 - Dec 2013
Team & coworkers
Colleagues at D.A. Davidson Companies
Other employees you can reach at koleyjessen.com. View company contacts for 145 employees →
BK
Baylie Kotsan
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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KJ
Kaci Jumps
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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MC
Mike Cox
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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MB
Michaela Bluvas
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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AL
Amy Lynn Hines
Colleague at D.A. Davidson CompaniesOmaha Metropolitan Area, United States
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JT
James Tews
Colleague at D.A. Davidson CompaniesOmaha Metropolitan Area, United States
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KF
Kari Farley
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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CD
Carson Drake
Colleague at D.A. Davidson CompaniesLawrence, Kansas, United States
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TH
Taylor Hayes
Colleague at D.A. Davidson CompaniesOmaha Metropolitan Area, United States
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AF
Alison Friedrich
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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Baylie Kotsan
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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KJ
Kaci Jumps
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
MC
Mike Cox
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
MB
Michaela Bluvas
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
AL
Amy Lynn Hines
Colleague at D.A. Davidson CompaniesOmaha Metropolitan Area, United States
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JT
James Tews
Colleague at D.A. Davidson CompaniesOmaha Metropolitan Area, United States
View →
KF
Kari Farley
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
CD
Carson Drake
Colleague at D.A. Davidson CompaniesLawrence, Kansas, United States
View →
TH
Taylor Hayes
Colleague at D.A. Davidson CompaniesOmaha Metropolitan Area, United States
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AF
Alison Friedrich
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
2 education records
Nicholas O'Brien education
Doctor Of Law (Jd), Law
Bachelor'S Degree, Philosophy
FAQ
Frequently asked questions about Nicholas O'Brien
Quick answers generated from the profile data available on this page.
What company does Nicholas O'Brien work for?
Nicholas O'Brien works for D.A. Davidson Companies.
What is Nicholas O'Brien's role at D.A. Davidson Companies?
Nicholas O'Brien is listed as Vice President, Senior Trust and Estate Planner at D.A. Davidson Companies.
Where is Nicholas O'Brien based?
Nicholas O'Brien is based in Omaha, Nebraska, United States while working with D.A. Davidson Companies.
What companies has Nicholas O'Brien worked for?
Nicholas O'Brien has worked for D.A. Davidson Companies, Koley Jessen P.C., L.L.O., Carlson & Burnett, Llp, Lakes Area Title, and Sackett Law Firm.
Who are Nicholas O'Brien's colleagues at D.A. Davidson Companies?
Nicholas O'Brien's colleagues at D.A. Davidson Companies include Baylie Kotsan, Kaci Jumps, Mike Cox, Michaela Bluvas, and Amy Lynn Hines.
How can I contact Nicholas O'Brien?
You can use AeroLeads to view verified contact signals for Nicholas O'Brien at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.
What schools did Nicholas O'Brien attend?
Nicholas O'Brien holds Doctor Of Law (Jd), Law from Creighton University School Of Law.
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