Ronald L Whaley

Senior Strategist Tax @Fortitude Family Office

Chandler, AZ, US
MOBILE NUMBERS
+15•••••••27

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WORK HISTORY

Aug 2025 — Present

Senior Strategist Tax @Fortitude Family Office

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Scottsdale, AZ, US

Fortitude Family Office is a privately owned, multi-family office that serves individuals, business owners, institutions, and families navigating the complexity of wealth. Our team’s depth and diversity of experience are uniquely positioned to solve the problems our clients face and help simplify their lives. We deliver a wide range of wealth management services with holistic, independent advice to help focus, guide, and empower clients. We give clients back more of what they truly want: time, purpose, and peace of mind.

EDUCATION

1978 — 1980

Illinois State University

Bachelor of Applied Science (BASc), Accounting

SKILLS

ManufacturingStrategic PartnershipsIncome StatementPurchasingProcess ImprovementStrategyProduct DevelopmentAnalysisSix SigmaCross-Functional Team LeadershipMarketing StrategyExecutive ManagementBusiness PlanningOperations ManagementManagementTeam BuildingForecastingSales ManagementSales OperationsTeam LeadershipPlasticsSalesforce.comMarketingSupply ChainSalesNew Business DevelopmentRecyclingBusiness StrategyInventory ManagementMergers & AcquisitionsEntrepreneurshipStrategic PlanningManagement ConsultingBusiness Process ImprovementAccount ManagementLean ManufacturingP&L ManagementPricingLeadershipInternational Business

ABOUT RONALD L WHALEY

Fortitude Family Office, as a multi-family office, benefits from my expertise in tax…

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