Peter Sengelmann Email & Phone Number
Partner and Director of International Wealth Management and Investments @ Thun Financial Advisors
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Peter Sengelmann Location
- Madison, WI, US
Peter Sengelmann Work
- Partner and Director of International Wealth Management and Investments @ (June 2025 - Present)
- Partner and Director of International Investments @ (August 2023 - June 2025)
- Director of International Investments and International Wealth Manager @ (September 2020 - August 2023)
- Chief Investment Officer and International Financial Advisor at Thun Financial Advisors @ (January 2017 - September 2020)
- Sr Portfolio Manager @ (February 2012 - July 2016)
- Client Service and Marketing Executive @ (August 2008 - February 2012)
- Vice President and Portfolio Manager @ (August 2003 - August 2008)
- Project and Supply Chain Management and Institutional Client Service @ Taiwanese Manufacturers (June 1997 - July 2003)
Peter Sengelmann Education
- UCLA Anderson School of Management
MBA (Finance)
2001-2004 - National Taiwan Normal University
(Mandarin)
1995-1996 - UC San Diego
BA (Economics)
1991-1996
Peter Sengelmann Skills
- Portfolio Management
- Fixed Income
- Investments
- Mutual Funds
- Bonds
- Marketing
- Asset Management
- Investment Management
- Mandarin
- Bloomberg Terminal
- BlackRock Aladdin
- Foreign Currency
- Interest Rate Swaps
- FX Hedging
- Investment Research
- Sovereign Debt
- Financial Modeling
- Bloomberg
- Relationship Management
- Asset Allocation
- Strategy
- Investment Strategies
- Trading
Peter Sengelmann Summary
- Peter Sengelmann, based in Madison, WI, US, is currently a Partner and Director of International Wealth Management and Investments at Creative Planning International. Peter Sengelmann brings experience from previous roles at Creative Planning International, Thun Financial Advisors and NN Investment Partners. Peter Sengelmann holds a 2001 - 2004 MBA in Finance @ UCLA Anderson School of Management. With a robust skill set that includes Portfolio Management, Fixed Income, Investments, Mutual Funds, Bonds and more. Peter Sengelmann has 2 emails and 4 mobile phone numbers on RocketReach.
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