Nathan Stanley

Organizing and restructuring a large-scale contact database to improve data quality and support outreach efforts. Developing a content delivery strategy for a company-wide email campaign, including audience segmentation and messaging cadence.

Data & Marketing Operations Consultant at Harbor Ridge Investments (2026-08 – Present)

• Organizing and restructuring a large-scale contact database to improve data quality and support outreach efforts.
• Developing a content delivery strategy for a company-wide email campaign, including audience segmentation and messaging cadence.

AI/Automation Consultant at Gratitude Railroad (2026-08 – 2026-08)

• Assisted in the development of a Claude-based automation pipeline to update slide decks and extract structured information from document sources, streamlining reporting workflows.

Research & Publishing Analyst at Tiburon Strategic Advisors (2025-11 – 2026-01)

• Conducted research across major media sources to update over 100 profiles on wealth management firms, financial advisors, and financial technology companies for client use.
• Consulted directly with clients to gather and document company structure details, ensuring accurate integration into firm profiles.
• Updated and maintained client-facing web pages using HTML.

Investment Analyst / Data Analyst Associate at Newday Impact Investing (2022-06 – 2025-10)

• Developed AI-driven workflows using PyTorch and Hugging Face to analyze and summarize sustainability data across 6 ESG pillars for 55+ ETF constituents (330+ data points), accelerating large-scale report synthesis.
• Implemented Hierarchical Risk Parity to optimize risk-to-reward ratio and constituent weightings across a 50+ holding sustainable ETF, determining optimal position sizing for each constituent.
• Designed and optimized SQL database to migrate and organize over 50,000 contacts from Excel, improving management and enabling efficient querying.
• Designed and managed a CRM database organizing 50,000+ contacts, significantly improving data accuracy, retrieval speed, and cross-team communication.

Data Analyst at Rogall + Co. (2023-05 – 2024-05)

• Analyzed large job datasets and created dozens of impactful visualizations using Databox and Tableau, enabling informed decision-making.
• Automated several hundred SOP reports and blog generation posts with OpenAI's Python library, enhancing internal and external communications.
• Delivered monthly financial insights across company divisions, improving cash flow management, job revenues, and work-in-progress (WIP) reporting using QuickBooks.

Jazz Musician - Freelance Saxophonist & Bandleader at Self-Employed (2019-09 – Present)

• Performed 100+ gigs across bars, wineries, private events, and music festivals statewide, including a featured performance at BottleRock Napa Valley (2023).
• 3 years of experience working with Ableton Live for various personal and professional projects

B.S. in Business Administration, Statistics Minor, Quantitative Analysis Concentration – California Polytechnic State University - San Luis Obispo (2019-08 – 2023-06)