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Start for FreePeter 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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