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Peter Sengelmann

Partner Director of International Wealth Management & Investments @Creative Planning International

Madison, WI, US
EMAILS
p••••••••@creativeplanning.com
MOBILE NUMBERS
+16•••••••36

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WORK HISTORY

Jun 2025 — Present

Partner Director of International Wealth Management & Investments @Creative Planning International

EDUCATION

1991 — 1996

UC San Diego

BA

2001 — 2004

UCLA Anderson School of Management

MBA

1995 — 1996

National Taiwan Normal University

Mandarin

SKILLS

MarketingAsset AllocationMutual FundsStrategyBlackrock AladdinTradingBloomberg TerminalAsset ManagementBloombergSovereign DebtInterest Rate SwapsFx HedgingBondsForeign CurrencyPortfolio ManagementInvestmentsInvestment StrategiesFinancial ModelingInvestment ResearchFixed IncomeMandarinInvestment ManagementRelationship Management

ABOUT PETER SENGELMANN

I am passionate about helping people around the world achieve their financial goals, make…

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