Norman R. Baker, PhD – Chairman of the Board

Norman R. Baker was one of the founding members of Integral Analytics, Inc. in January 2005 and continues to serve as President and Chief Executive Officer. Prior to founding IA, Dr. Baker had a distinguished career in academia and management consulting. His research and consulting focused primarily on linear optimization, organizational strategy, and management of industrial research and development.

Dr. Baker retired from the University of Cincinnati in June 2002 after nearly 30 years as a tenured Professor. He continues to carry two university titles: University Professor and Provost Emeritus and Founding Director, Carl H. Lindner Honors-PLUS Program. These titles recognize his contributions to the University. The University Professor title reflects his teaching and research contributions. The Provost Emeritus title was awarded in recognition of his ten years as Senior Vice President & Provost. In 2007, the University will celebrate the tenth year of the Honors-PLUS Program, a very successful undergraduate honors program in its College of Business which Dr. Baker founded, with funding from Cincinnati-area businesses, in 1997. Prior to joining the University of Cincinnati, Dr. Baker was a tenured faculty member at Georgia Institute of Technology and Purdue University and a Visiting Lecturer at Morehouse College.

Dr. Baker was the Co-Founder and Director for Research of the Center of Innovation Management Studies at Lehigh University and Principal Founding Associate of Quantitative Systems Associates, Inc. in Atlanta. During his career, he has consulted with federal and state government agencies such as the Ohio Board of Regents, NASA, and Department of Energy. He also consulted with numerous companies including long-term relationships with Whirlpool Corporation, Procter & Gamble, and Coca-Cola and on a shorter term with several other companies. His most interesting consulting experience involved scheduling the baseball season for the American League.

Dr. Baker has published over 30 papers in scientific journals such as Management Science, Decision Sciences, IEEE Transactions on Engineering Management, and Research Management. His research has been funded by the National Science Foundation, Sloan Foundation, and Cleveland Foundation. He has served on numerous community, corporate, and academic Boards and received several academic and community service awards.

Tom Osterhus, PhD – Chief Executive Officer

Tom Osterhus is the Chief Executive Officer of Integral Analytics. For more than 20 years, his focus has been on applying advanced analytics to electric utility demand-side problems. His breadth of experience spans energy efficiency, demand response, optimal dynamic dispatching of loads to improve supply balance, distribution planning and load forecasting, pricing and tariffs, valuation, storage, GIS analytics, electric vehicle forecasting and valuation, and many marketing research applications. His focus on innovative and cost effective solutions for utilities centers on award-winning and “best-in-class” software such including IA’s DSMore, LoadSEER and IDROP software products.

Dr. Osterhus is the former President of Sageview Associates and the former Director of Market Analytics at Duke Energy, where he spent many years working within several utility functional areas. He has managed analytical, financial and R&D functions at Duke Energy, where his analytical breadth enabled him to jointly interface with many utility departments, which are otherwise traditionally in silos. These included market research, new product development, energy efficiency EM&V, demand response, pricing, IRP, customer switching, data warehouse design/ management, customer response modeling, customer margin management, advertising effectiveness, customer satisfaction measurement, promotion planning, web site analytics, T&D spatial forecasting, GIS mapping analytics, power flow analysis and risk management functions.

Having the breadth of experience across these functions, plus the deep analytical understanding of their financial and planning functions and drivers, has sparked many innovative and compelling best practice solutions, which are often copied today among other utilities.

Dr. Osterhus’ successes over the years have included the design, development and implementation of state-of-the-art planning and valuation tools used for energy efficiency planning, demand response valuation, optimal pricing strategies, load forecasting, electric vehicle management, risk management, and marketing. His risk management, tracking and customer switching forecasting analytics were used to track and manage millions of dollars in electricity commodity revenues, accurately predicting customer migration and choice to within one percent of actual.

His contributions to the development of state-of-the-art energy efficiency valuation methods now appear in 30 states. His innovative work on electric vehicle forecasting, solar targeting and valuation, customer marketing effectiveness and optimal pricing and dispatching methods is sought by both utilities and consulting firms alike.

Prior to his work at Duke Energy, Dr. Osterhus served as the marketing research manager for Cinergy, where he was named RBR National Market Research Manager of the Year in 2000. He has four years of non-utility experience in marketing and marketing research for Fortune 500 firms. Dr. Osterhus earned a Doctorate in marketing from the University of Cincinnati in 1998. He is published in the Journal of Marketing, credited with the first solo-authored article by a Ph.D. student. He also earned an MS Statistics/Quantitative Analysis in 1994 and an MBA in 1987. He received a liberal arts degree from Dartmouth College.

Steve Quattrocchi, CPA – Vice President, Treasurer, Chief Financial Officer, and Secretary

Stephen A. Quattrocchi, a CPA, is currently the Company’s Chief Financial Officer, and a self-employed consultant working in a variety of small private companies and larger public companies. He has over 30 years of corporate experience, with a solid foundation at a Big 5 accounting firm. He has extensive experience in management, internal controls, and financial analysis with success in managing and motivating large and small organizations in mission critical projects.

Prior to founding Integral Analytics, he was the CFO of a high tech defense based company, which had significant VC investment. He helped to sell the company as part of their exit policy to Northrop Grumman Corporation and worked for a year with that Company to transition the acquisition over to Northrop. As CFO, he had responsibilities over insurance, Human Resources, and IT functions, as well as the financial organization. Prior to that position he was CFO of a start up (dot com) company, which continues to do B to B in the utility industry. For over 22 years he held senior positions at Stone & Webster, Inc., which at that time was a publicly owned, international engineering and construction company that had a significant portion of their business in the energy industry.

Mr. Quattrocchi served in the Army as an officer and is a Vietnam Veteran. He graduated from Boston University with Bachelor of Science in Business Administration and is actively involved on the board of several non profit organizations.

Kenneth Skinner, PhD, MBA – Vice President for Risk & Evaluation Products

Kenneth Skinner, Ph.D. -- Vice President of Risk & Evaluation Products Dr. Skinner has over 20 years’ experience in evaluation and risk measurement, having worked as an energy consultant with PHB Hagler Bailly and Financial Times (FT) Energy, and as the Derivative Structuring Manager for the retail energy supplier Sempra Energy Solutions. He has his Ph.D. from Colorado School of Mines, in Mineral Economics, with an emphasis in Operations Research, an MBA from Regis University and a BS in Engineering from Letourneau University.

Dr. Skinner is a nationally recognized expert in economic evaluation and modeling of energy assets including energy storage, distribution and generation, efficiency and demand response, renewable energy alternatives, financial derivatives and structured contracts using net present value, econometric and statistical methods, optimization principles, and real option valuation techniques. Dr. Skinner is widely published and currently the technology columnist for Wiley Natural Gas and Electricity Journal. He is a noted speaker on energy related topics for organizations such as AESP, IAEE, ACEEE, PLMA, IEPEC, INFORMS, Infocast, EUCI, SNL Energy and PGS Energy Training.

Michael Ozog, PhD – Vice President for Smart Grid Products

Michael Ozog has worked in the energy and water industries for over 15 years specializing in econometric modeling, demand forecasting, discrete-choice modeling, risk management and program evaluation. He is a recognized expert in the area of energy efficiency program evaluation, econometric analysis, and economic modeling. Dr. Ozog has conducted evaluations for electric and gas utilities throughout North America. Dr. Ozog also has an extensive background in econometric and time-series modeling for load forecasts, peak-demand forecasts and short-term retail price forecasting. Dr. Ozog has recently used portfolio theory and options modeling to assist in the valuation of generation assets.

Dr. Ozog’s clients include EPRI, the Northwest Energy Alliance, U.S. DOE, U.S. EPA and numerous private utility clients. In addition to his experience in the electric and natural gas markets, Dr. Ozog also has extensive experience in water demand analysis, including price elasticity studies and rate design. This experience includes serving as a rate analyst for a municipal water utility.

Dr. Ozog's research has been published in Environmental and Resource Economics, Southern Economic Journal, Energy Policy, Energy Services Journal and the Energy Journal, as well as in numerous national conference proceedings. Dr. Ozog holds a Ph.D. in Economics from Boston College, an M.S. in Mineral Economics from the Pennsylvania State University and a B.S. in Geology from the Massachusetts Institute of Technology.

Bill Kallock, MBA – Vice President of Business Development

William B. Kallock has over 20 years of experience in the energy efficiency, demand side management (DSM), and renewable energy industries. Mr. Kallock has worked directly for energy utilities throughout North America designing and evaluating energy efficiency, demand response and renewable energy programs. Mr. Kallock has also worked directly with residential, commercial and industrial customers to design and implement energy efficiency projects. Mr. Kallock is an expert in the monitoring and verification of energy efficiency measures in all sectors, residential and C&I. As a result of his experience Mr. Kallock has in-depth knowledge of the energy efficiency market from the perspective of both the customer and the utility.

As Vice President of Business Development at Integral Analytics, Mr. Kallock is working developing strategies for expanding Integral Analytics’ market and product reach. He is working on packing Integral Analytics’ products to meet the market needs. In addition, Mr. Kallock is helping to build the Integral Analytics’ brand and market outreach.

Prior joining Integral Analytics Mr. Kallock has held senior consulting positions with Summit Blue Consulting and Vermont Energy Investment Corporation. As a Senior Consultant for Summit Blue, Mr. Kallock was responsible for business development and client relations in the Northeast. He managed energy efficiency program design, savings potential studies and program cost-effectiveness screenings for clients throughout the United States. As a Senior Manager for Vermont Energy Investment Corp. Mr. Kallock was responsible for managing the characterization, market analysis, and cost-effectiveness screening for all of Efficiency Vermont’s residential efficiency measures. He managed the Technical Reference Manual and updates to the measure assumptions. He participated in developing the market strategy and program design for Efficiency Vermont’s residential, commercial and industrial markets. He also managed demand response program design, savings potential studies and program cost-effectiveness screenings for clients throughout the United States.

Mr. Kallock has also held positions with Enron Energy Services and EUA Cogenex, both are nationally recognized energy services companies. For Enron Energy Services Mr. Kallock structured energy service contracts to meet customer’s retail energy needs. He managed national teams to achieved customer energy savings through energy-efficiency improvements and improved rate structures. At EUA Cogenex Corp. Mr. Kallock implemented performance contracts for clients based on energy efficiency improvements. He was responsible for all energy savings projections produced by the engineering staff and real-time verification of these projections. He also created a real-time energy savings tracking system to verify project performance and associated revenue streams. Mr. Kallock is an expert in developing verification plans of energy savings projects, executing those plans and reporting on the savings. Mr. Kallock focus throughout his career, both evaluation consulting firms and at energy service companies, has been on the verification of energy savings. Mr. Kallock has personally performed the monitoring of energy savings at over 100 sites.

Mr. Kallock has performed energy efficiency program design and evaluation work for many of the leading North American utilities and energy agencies, including Southern California Edison, Pacific Gas and Electric, Montana Power, Boston Electric, New York State Energy Research and Development Authority (NYSERDA), the New Jersey Board of Public Utilities and Vermont Energy Investment Corporation.

Mr. Kallock is a member of the Association of Energy Service Professionals and of the Association for Demand Response and Smart Grid. Mr. Kallock holds a MBA from the University of Michigan and a BS in Mechanical Engineering from Cornell University.

Jason Crabtree, BS Mech Eng, MS Elec Eng, MS QA – Manager of Technical Operations

Jason is the manager of technical operations at Integral Analytics, overseeing the modeling and programming work at IA. He holds a BS in Mechanical Engineering, an MS in Electrical Engineering, an MS in Quantitative Analysis, and has experience in optimization, simulation, operations research, statistics, and programming.

Monica Redman, MBA – Manager of Business Operations

Monica is the manager of Business Operations at Integral Analytics, overseeing the day to day operations of the business as well as assisting with marketing efforts. She also has 13 years of experience doing market research and M&V work in the energy industry. She holds a BA in Marketing and an MBA with a Marketing concentration from Xavier University.

May Wu, MS QA – Manager of Market Research

May Wu is the Manager of Market Research at Integral Analytics. Her extensive experience in marketing analytics, program evaluation, price forecasting, and econometric modeling are evident in IA’s software suite, including the award-winning DSMore tool. Her recent research focus centers on marketing effectiveness for utility programs, gateway effects of various EE programs, customer segmentation, and market share forecasting of electric vehicles. Ms. Wu holds a BS in Economics, an MS in Quantitative Analysis, and an MA in Economics.

Scott Smith, BS Geography – GIS Analyst

Scott holds a BS in geography from the University of Cincinnati. He has extensive training and experience with GIS software and C++ and C# programming. Scott leads the LoadSEER development team and is responsible for user training and customer support for LoadSEER in addition to providing other GIS analysis and mapping as needed. Prior to working at Integral Analytics, Scott was a GIS Analyst for the City of Lebanon Fire Department in Warren County, Ohio.

Karl Siemsen, BS Geography, MA Geography – GIS Analyst

Karl holds a BS and an MA in geography and a certificate in GIS from the University of Cincinnati. At the University of Cincinnati he was the lead programmer on a research team developing an agent based and cellular automata simulation environment. He has extensive training and experience with ESRI GIS software and Java, C++, and C# programming.

Rajesh Radhakrishnan, MS Elec Eng, MS QA – Quantitative Analyst

Rajesh is working on load modeling, data analysis and programming projects at IA. He graduated with masters degrees in Electrical Engineering and Quantitative Analysis from the University of Cincinnati. He went on to work as a Business Systems Analyst at Transfreight LLC - a third-party logistics solutions provider. His interests lie in the areas of optimization, simulation, operations research, statistical analysis and programming.

Zhiyuan Dong, Ph.D., MBA – Operations Research Analyst

Dr. Dong is a key developer of several of IA’s tool suites, including IDROP, GridStore, WindStore, LoadSEER, and others. His quantitative qualifications include Ph.D. and a Master of Science degrees in Quantitative Analysis, as well as an MBA, from the University of Cincinnati. His consulting expertise and software acumen span several areas including operations research, advanced statistical methods, solving large scale real world problems in energy efficiency, dynamic dispatching, renewable energy storage, smart grid and micro grid optimizations, and advanced load forecasting analytics. He continues to play a key role in the creation, design, and development of advanced analytics applied to increasingly complex electric utility contexts, including new analytic innovations housed within IA’s XactFit software for the measurement and evaluation of energy efficiency savings, IA’s LoadSEER FIT module for forecasting feeder loads more accurately, and IA’s IDROP software which mathematically guarantees the least cost dynamic dispatching solution within any micro grid context.

Rick Morgan, President, Morgan Marketing Partners – Marketing Director, DSMore

Mr. Richard Morgan has over 30 years of management, planning, program design, implementation and marketing experience in the energy field. As president of Morgan Marketing Partners, established in 1995, he helps utilities and energy companies throughout the U.S. with their marketing and program design challenges. Services provided include program design, strategic marketing consulting, reengineering and redesign of existing programs, implementation/operations assistance, new product and service development, management assistance, evaluation/assessments of existing programs and development of energy efficiency plans to increase and improve program results. His clients are some of the leading utilities and energy companies/organizations in the country including Duke Energy, California Public Utility Commission, Detroit Edison, Energy Trust of Oregon, PSE&G, Northeast Utilities, Wisconsin Gas, Jackson EMC, Rochester Public Utilities, MidAmerican Energy, Hawaii Electric, Northwest Energy Efficiency Alliance, the State of Indiana and Wisconsin Focus on Energy administered by Wisconsin Energy Conservation Corporation. Mr. Morgan also has helped various non-energy companies with their marketing planning including Honeywell and Mitsubishi.

Mr. Morgan is working with Integral Analytics to introduce DSMore to the utility market. Having worked with Duke Energy using DSMore, he discovered its usefulness in program design and planning. As Marketing Director, DSMore he is demonstrating how DSMore can help improve the accuracy of cost effective program planning. He can not only help clients understand the benefits of DSMore, he can consult with them on how to use the model in program design.

Prior to starting his own company, Mr. Morgan spent four years as a manager and consultant with A&C Enercom, a leading energy services and consulting company. He was also Marketing Manger for EWI Engineering, a 100 person engineering consulting firm.

Before joining EWI Engineering, Mr. Morgan spent over 11 years with Wisconsin Power & Light Company in their marketing department. He held numerous positions managing many different services including residential services, commercial and industrial gas services, demand-side management programs, low-income programs, and marketing/sales initiatives. Within his various positions his responsibilities have included program planning, evaluation oversight, new product/service development, program design, market research, advertising/promotion planning, implementation and operations management, budgeting, tracking, training, government interface, sales, field customer service support, quality control, and business center operations. Prior to the utility, Mr. Morgan worked for the Oregon Department of Energy and the Western SUN, a federally funded regional solar center.

Find out more about Rick Morgan and Morgan Marketing Partners at his web site www.morganmp.com

Jeff Camm, PhD – Senior Advisor, Operations Research

Jeffrey D. Camm is Professor and Head of the Department of Quantitative Analysis in the College of Business at the University of Cincinnati. He has also been a Visiting Professor at the Tuck School of Business, Dartmouth College and a Visiting Scholar in the Department of Operations Research at Stanford University. He currently serves as Editor-in-Chief of Interfaces. The University of Cincinnati has awarded him the titles of Research Fellow in the College of Business and Fellow of the Graduate School of the University in recognition of his contributions to graduate education and research.

Dr. Camm is well known for his research related to mathematical programming applications in resource allocation, location, supply chain optimization and distribution system design and for developing modeling techniques and algorithms for integer programming. He has over 30 refereed publications in journals such as Management Science, Operations Research, Science, Interfaces, and Land Economics. One of his co-authored papers, applying integer programming to P&G's supply chain, was a finalist in the prestigious Edelman Award competition for best applications of operations research methods. He also won the INFORMS Prize for the Teaching of OR/MS Practice in 2006. Dr. Camm has co-authored two textbooks, been invited to speak at several Universities and governmental agencies, and offered tutorials at National Meetings of professional societies.

Dr. Camm's research has been sponsored by Argonne National Labs, Office of Naval Research, Environmental Protection Agency, and several other organizations in the U.S. and Australia. He has also consulted extensively with such organizations as Road Runner Sports, Procter & Gamble, Senco, Perfetti van Melle, GE Plastics, and Louisville Gas and Electric. He has also been active in serving on editorial boards, chairing meetings, and refereeing for professional societies and journals.

Yan Yu, PhD – Senior Advisor, Operations Research

Yan Yu is currently a tenured Associate Professor of Quantitative Analysis in the College of Business, at the University of Cincinnati. She was a visiting Professor at Yale University in 2008 and Peking University in 2002. She also serves as an Associate Editor for Journal of American Statistical Association and Statistica Sinica, the leading journals in Statistics. The University of Cincinnati has awarded her the titles of Research Fellow in the College of Business and Fellow of the Graduate School of the University in recognition of her contributions to graduate education and research. She has consulted for Bell Labs, Lucent Technologies; Credit Suisse First Boston; Fifth Third Bank; GE; Duke Energy; Constellation Power; and NIH.

Dr. Yu is well known for her research in statistical finance (bankruptcy forecasting, diffusion models, asset pricing), nonparametric estimation, and data mining. Her recent publications appear in the premier journals such as Journal of American Statistical Association. Dr. Yu has received various academic awards. She is a frequent speaker at academic institutions and professional conferences. She has also been active in professional services, such as serving as an associate editor, chairing sections in annual joint statistical meetings, and peer refereeing for academic journals and conferences.

Jeff Ward, PhD – Senior Advisor, Programming

Jeff is an assistant professor of computer science at Northern Kentucky University. He has BS and MS degrees in mathematics, MS and PhD degrees in computer science, and several years of experience developing commercial and research-oriented software. His interests include developing more efficient algorithms for automated planning.

R. Kipp Martin, PhD - Senior Advisor, Operations Research

R. Kipp Martin is a Professor of Operations Research and Computing Technology at the University of Chicago.  He conducts research on mathematical modeling process, symbolic optimization, polyhedral combinatorics, methods for large scale optimization, and bundle pricing models.  Dr.  Martin’s work has been published in several journals including INFORMS Journal on Computing, MIT Sloan Management Review, and Management Science. Martin is also the author of The Essential Guide to Internet Business Technology with Gail Honda, and Large Scale Linear and Integer Optimization: A Unified Approach.