Peter Sengelmann, Cfa

Peter Sengelmann, Cfa Email and Phone Number

Partner and Director of International Wealth Management and Investments @ Creative Planning International
Madison, WI, US
Peter Sengelmann, Cfa's Location
Greater Madison Area, United States
Peter Sengelmann, Cfa's Contact Details

Peter Sengelmann, Cfa personal email

n/a
About Peter Sengelmann, Cfa

I am passionate about helping people around the world achieve their financial goals, make sense of cross-border tax complexities, plan their estates efficiently and avoid making mistakes. Reach out anytime if you want to have a chat about your situation. I'm here to help.

Peter Sengelmann, Cfa's Current Company Details
Creative Planning International

Creative Planning International

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Partner and Director of International Wealth Management and Investments
Madison, WI, US
Peter Sengelmann, Cfa Work Experience Details
  • Creative Planning International
    Partner And Director Of International Wealth Management And Investments
    Creative Planning International
    Madison, Wi, Us
    View
  • Creative Planning International
    Partner / Director Of International Investments
    Creative Planning International Aug 2023 - Present
    Creative Planning International is a fee-based wealth management and financial planning firm. Our clients reside all over the world. Whether advising American expatriates or U.S. residents, we provide an integrated service that encompasses:- Financial planning- Investment management- Retirement planning- Estate planning- International and domestic tax strategy- Trust services...and much more!http://www.creativeplanning.com/international
    View
  • Creative Planning International
    Director Of International Investments & International Wealth Manager
    Creative Planning International Sep 2020 - Aug 2023
    Madison, Wisconsin, United States
    View
  • Thun Financial Advisors
    Chief Investment Officer & International Financial Advisor At Thun Financial Advisors
    Thun Financial Advisors Jan 2017 - Sep 2020
    Madison, Wisconsin Area
    Thun Financial Advisors joined Creative Planning and is now known as Creative Planning International.
    View
  • Nn Investment Partners
    Sr Portfolio Manager
    Nn Investment Partners Feb 2012 - Jul 2016
    Singapore
    View
  • Western Asset Management
    Client Service & Marketing Executive
    Western Asset Management Aug 2008 - Feb 2012
    Singapore
    View
  • Payden & Rygel
    Vice President & Portfolio Manager
    Payden & Rygel Aug 2003 - Aug 2008
    Los Angeles
    View
  • Taiwanese Manufacturers
    Project And Supply Chain Management & Institutional Client Service
    Taiwanese Manufacturers Jun 1997 - Jul 2003
    Greater Los Angeles Area

Peter Sengelmann, Cfa Skills

Fixed Income Portfolio Management Investments Investment Management Asset Management Mutual Funds Bloomberg Strategy Bonds Financial Modeling Marketing Trading Relationship Management Investment Strategies Mandarin Bloomberg Terminal Blackrock Aladdin Foreign Currency Interest Rate Swaps Fx Hedging Investment Research Sovereign Debt Asset Allocation

Peter Sengelmann, Cfa Education Details

Frequently Asked Questions about Peter Sengelmann, Cfa

What company does Peter Sengelmann, Cfa work for?

Peter Sengelmann, Cfa works for Creative Planning International

What is Peter Sengelmann, Cfa's role at the current company?

Peter Sengelmann, Cfa's current role is Partner and Director of International Wealth Management and Investments.

What is Peter Sengelmann, Cfa's email address?

Peter Sengelmann, Cfa's email address is pe****@****ial.com

What schools did Peter Sengelmann, Cfa attend?

Peter Sengelmann, Cfa attended Ucla Anderson School Of Management, National Taiwan Normal University, Uc San Diego.

What skills is Peter Sengelmann, Cfa known for?

Peter Sengelmann, Cfa has skills like Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Mutual Funds, Bloomberg, Strategy, Bonds, Financial Modeling, Marketing, Trading.

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