Summary
Overview
Work History
Education
Skills
Certification
Training
Pan African Film Festival
Timeline
Generic

Andrew Bass

Los Angeles,CA

Summary

Experienced with providing strategic investment guidance to clients. Utilizes deep understanding of financial markets to develop customized investment plans. Track record of strong client relationships and effective risk management.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Investment Advisor

Self-Employed
06.2007 - Current
  • Co-founded an investment firm managing over $225 million in assets.
  • Trained 25+ veteran advisors to expand their businesses using storytelling techniques, resulting in 5–7 new high-net-worth clients per advisor within 3–5 months.
  • Designed and led multiple boot camps for financial advisors to prepare for FINRA Series 6, 63, 26, and 65 exams, achieving a 90% student passing rate.

Executive Producer, Writer

Independent Film
06.2022 - Current
  • Co-authored and financed a coming of age romance film Advent in partnership with DePaul's School of Cinematic Arts, The Royal College London, and Ron Song (Jury Duty).
  • Raised $45,000 through private equity by leveraging detailed film budgets, nonprofit status, and targeted social media campaigns.
  • Built relationships with top casting agencies, including Paonessa Talent Agency and Mattie Management.

Education

MFA - Producing

AFI Conservatory
Los Angeles, CA
01.2027

Bachelor of Arts - Psychology

National Louis University
Chicago, IL
06.2025

Skills

  • Microsoft Word, OneNote, PowerPoint
  • Movie Magic (Budgeting, Scheduling)
  • Script Software: Celtx, Final Draft, StudioBinder
  • Morningstar Office Suite

Certification

  • Series 6 FINRA License (2024-12)
  • Series 63 FINRA License (2024-12)
  • Series 26 FINRA License (2024-12)
  • Series 65 FINRA License (2024-12)

Training

  • John Truby Masterclasses (2014–2019)
  • Anatomy of Story Structure
  • Masterpiece: Techniques of Advanced Screenwriting
  • Story Development
  • Television Drama Structure
  • Love Story Structure
  • Comedy Story Structure
  • Sitcom Structure
  • Memoir-True Story Structure
  • Myth Story Structure
  • Fantasy Story Structure
  • Science Fiction Story Structure
  • Horror Story Structure
  • Crime Story Structure
  • Detective Story Structure
  • Thriller Story Structure
  • Action Story Structure

Pan African Film Festival

  • Jury Prize Winner: Best Narrative Short - 2025

Timeline

Executive Producer, Writer

Independent Film
06.2022 - Current

Investment Advisor

Self-Employed
06.2007 - Current

MFA - Producing

AFI Conservatory

Bachelor of Arts - Psychology

National Louis University