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
- 2025 - now Partner and Director of International Wealth Management and Investments @
- 2023 - 2025 Partner and Director of International Investments @
- 2020 - 2023 Director of International Investments and International Wealth Manager @
- 2017 - 2020 Chief Investment Officer and International Financial Advisor at Thun Financial Advisors @
- 2012 - 2016 Sr Portfolio Manager @
- 2008 - 2012 Client Service and Marketing Executive @
- 2003 - 2008 Vice President and Portfolio Manager @
- 1997 - 2003 Project and Supply Chain Management and Institutional Client Service @ Taiwanese Manufacturers
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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