Jeff Ringdahl

Jeff Ringdahl serves as Partner, President & COO at Summit Trail Advisors. Summit Trail Advisors operates in the financial services sector with approximately 110.0 employees. The company is headquartered in Dallas, Texas. Summit Trail Advisors generates annual revenue of 7000000.0.

Industry & Role Insights

• • MessageCEO tracks 11,960 executives in the financial services sector.
• • 6,856 executive contacts are available in Texas.
• • Our database includes 201,469 c suite-level executives.

Outlook Pardot MailChimp SPF CrazyEgg Google Tag Manager Mobile Friendly Facebook Login (Connect) Apache Android Node.js IoT Remote SharePoint Flutter Python AI

wealth management investment platform investment management philanthropic services family office investment advisory estate planning capital markets philanthropic advisory tax mitigation strategies family governance legacy planning next generation engagement client service private investment access consolidated reporting financial team coordination financial planning ultra-high-net-worth individuals bespoke services trust planning asset protection charitable planning grantor trust trust structure investment strategy risk management client advisor relationship financial oversight liquidity management client-centered financial literacy personalized guidance family wealth advisory wealth transfer comprehensive advice charitable entities generational wealth strategies estate tax planning business succession planning financial portfolio management income tax strategies liquidation planning financial objectives sustainable investing risk tolerance assessment investment performance financial documentation client consultation customized solutions asset allocation financial advisors philanthropic engagement financial services law practice legal services

IC

Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코

JS

Jeff Sekinger Chief Executive Officer at 0 Percent

RF

Rehana Farrell Chief Executive Officer at 100 Women In Finance

KB

Kellan Brown Chief Operating Officer / Chief Development Officer at 100 Women In Finance

AA

Alan Akina CEO at 101 Financial

Outreach Guidance — financial services Sector

Financial services executives like Jeff Ringdahl prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Jeff Ringdahl's Position in the MessageCEO Database

• •Jeff Ringdahl is 1 of 1 verified executive contact we track at Summit Trail Advisors.
• •11,735 verified executive contacts in financial services are in the MessageCEO database.
• •6,405 verified executive contacts in Texas are in the database.
• •296 verified contacts work at financial services companies in the 110.0 employee range (same size as Summit Trail Advisors).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

How do I reach Jeff Ringdahl directly?

Jeff Ringdahl's verified email address is available to MessageCEO Pro subscribers. They currently serve as Partner, President & COO at Summit Trail Advisors. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Jeff Ringdahl work for?

Jeff Ringdahl is Partner, President & COO at Summit Trail Advisors, a company in the financial services sector with 110.0 employees. The company is based in Dallas, Texas.

Can I pitch or sell to Jeff Ringdahl?

As Partner, President & COO at Summit Trail Advisors, Jeff Ringdahl is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Jeff Ringdahl directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Jeff Ringdahl in?

Jeff Ringdahl works in the financial services industry as Partner, President & COO at Summit Trail Advisors. MessageCEO provides verified contact information for executives across all major industries.

Is Jeff Ringdahl's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Jeff Ringdahl's profile is kept up-to-date with the latest available information.

Last updated: June 16, 2026