We specialize in solving complex business challenges through a personalized, collaborative approach, focused on delivering key results for your business. Our capabilities include strategy development, planning, organizational alignment, process optimization, and technology implementation. Continue reading below and download our Management Consulting brochure for more information.
Meet the Team
Get to know the professionals leading our Management Consulting service line.
Meet the Team
Get to know the professionals leading our Management Consulting service line.
Hover over their headshots to access their contact information and connect on LinkedIn.
Frank Iannelli
Strategic Consulting Managing Director
Frank Iannelli has more than 35 years of diversified business experience providing strategic, operational and financial consulting to executive management teams and leading initiatives to achieve strategic business goals. He leads the Strategic Consulting Services group, a division focused on assisting companies, investors, boards and management teams to improve operating and financial performance. The services this group offers include, Strategic Financial Services, and Interim CFO support.
Jake Baine
Data Analytics, Products & Strategy Senior Manager
Jake Baine, an accomplished technology consultant with a decade of experience, now leads our CIO Advisory service offering. With a focus on transforming clients’ existing data and analytics into valuable insights, Jake’s experience empowers organizations to make informed decisions, optimize processes, and drive strategic growth. Whether it’s data governance, technology roadmaps, or digital transformation, our CIO Advisory team, under Jake’s guidance, ensures valuable impact through a data driven approach.
Jake Morris
Client Accounting & Advisory Services Partner
Jake Morris has more than 14 years of experience in the accounting industry, including 10 in public accounting and 4 as a controller. Jake’s experience includes CFO and Controller support, full scale outsourced accounting engagements, and special projects. He excels at personnel/department management and leadership, month-end procedures and reconciliations, financial statement presentation and analysis, and budgeting/forecasting.
Frank Iannelli
Strategic Consulting Managing Director
Frank Iannelli has more than 35 years of diversified business experience providing strategic, operational and financial consulting to executive management teams and leading initiatives to achieve strategic business goals. He leads the Strategic Consulting Services group, a division focused on assisting companies, investors, boards and management teams to improve operating and financial performance. The services this group offers include, Strategic Financial Services, and Interim CFO support.
Jake Baine
Data Analytics, Products & Strategy Senior Manager
Jake Baine, an accomplished technology consultant with a decade of experience, now leads our CIO Advisory service offering. With a focus on transforming clients’ existing data and analytics into valuable insights, Jake’s experience empowers organizations to make informed decisions, optimize processes, and drive strategic growth. Whether it’s data governance, technology roadmaps, or digital transformation, our CIO Advisory team, under Jake’s guidance, ensures valuable impact through a data driven approach.
Jake Morris
Client Accounting & Advisory Services Partner
Jake Morris has more than 14 years of experience in the accounting industry, including 10 in public accounting and 4 as a controller. Jake’s experience includes CFO and Controller support, full scale outsourced accounting engagements, and special projects. He excels at personnel/department management and leadership, month-end procedures and reconciliations, financial statement presentation and analysis, and budgeting/forecasting.
The Whitley Penn Difference
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Personalized Approach
Tailored solutions for your unique needs.
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Experienced Network
Diverse team across industries and capabilities.
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Strategic Insights
Actionable recommendations for growth.
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Timely Deployment
Our meticulous approach allows us to be ready to deploy resources on your timing.