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EDUCATION Primary/Secondary First – Twelfth Los Angeles City Schools Undergraduate Bachelor of Arts Whittier College, Whittier, California Additional Graduate Studies Pepperdine University School of Business and Management, Malibu, California Loyola University School of Law, Los Angeles, California Professional Licenses FINRA: Series 24, Series 7, Series 63 PROFESSIONAL EXPERIENCE – PRESENT Chairman 2008 - Present ARVCO Financial Ventures FINRA and SIPC registered Broker Dealer. Portfolio and specific asset analysis, valuations, and asset class allocations. Alternative investment class specialist. Private Investment Banking, Business Development, Management Consulting Services. Specialist in Mergers and Acquisitions, Spin-offs, Corporate Finance, and Special Financing. Experienced in Collateral Recovery, Workouts, and IRS settlements. Managing Director 1973 - 2008 ARVCO Capital Research Portfolio and specific asset analysis, valuations, and asset class allocations. Alternative investment class specialist. Private Investment Banking, Business Development, Management Consulting Services. Specialist in Mergers and Acquisitions, Spin-offs, Corporate Finance, and Special Financing. Experienced in Collateral Recovery, Workouts, and IRS settlements. (since 1973) PROFESSIONAL EXPERIENCE – PAST Chief Strategist 1995 - 1997 Private Fund Group / Donaldson, Lufkin, & Jenrette Securities Corporation New York, London, Chicago, San Francisco Wall Street Securities firm providing full service investment banking activities. The Private Fund Group specializes in the private placement of private equity funds, which are blind pools formed for long term private investment transactions. Board Member – Board of Administration 1992 - 1995 CALIFORNIA PUBLIC EMPLOYEE’S RETIREMENT SYSTEM (CALPERS) Sacramento, California CALPERS is the country’s largest public employees pension fund, with a 120+ billion dollar portfolio. Member, Strategic Planning Committee (Chairman), Investment Committee, Executive
Compensation Committee, and Health Benefits Committee. The fund serves approximately 1,022,000 members, active and retired. Board Member 1992 - 1995 STATE PERSONNEL BOARD (SPB), STATE OF CALIFORNIA Sacramento, California SPB is the constitutional body responsible for the California state civil service system. SPB adjudicates and sets precedents for adjudication, approves management and employee categories, determines private service contracting, administers employee testing, administers affirmative action goals, and must review and approve demonstration projects affecting personnel. Board Member 1992 - 1995 COUNCIL OF INSTITUTIONAL INVESTORS (New York & Washington, D.C.) Member – Executive Committee Members consist of American public and private pension funds who administer $6.0 trillion. Deputy Mayor 1993 CITY OF LOS ANGELES Pension Systems, Economic Development, Business Development, Small Business, Minority Business, Finance, Community Development, Redevelopment, Convention Center & Tourism, and Strategic Planning. Vice Chairman – Managed Care Program 1991 - 1993 PACIFIC HEALTH MANAGEMENT ORGANIZATION PACIFIC HEALTH CORPORATION, Long Beach, California Pacific Health Corporation owns and operates five proprietary hospitals and a HMO in Los Angeles and Orange County. Executive Vice President – Research, Development and Evaluation 1991 – 1993 PACIFIC COMMUNITY PARTNERS, Santa Rosa, California Pacific Community Partners is a consortium of private non-profit corporations that provide services to disadvantaged individuals and migrant farm workers in California, Oregon, Washington, and Hawaii. The Consortium has developed a unique approach toward assisting the chronic unemployed and under employed to achieve “self sufficiency”. Vice Chairman, Board of Directors Chairman, Audit Committee SANTA ANA STATE BANK, Santa Ana, California 1979 – 1980
Chairman 1973 - 1978 CALIFORNIA BOARD BANCO POPULAR DE PUERTO RICO Banco Popular is a full service commercial bank with over 100 branches in California, New York, and Puerto Rico. Chairman, Loan Committee. President 1972 - 1973 LOS ANGELES NATIONAL BANK (In-Organization), Los Angeles, California President and Chief Executive Officer 1968 – 1973 NATIONAL ECONOMICAL DEVELOPMENT ASSOCIATION Los Angeles, California and 26 other locations in the United Sates and Puerto Rico. Chief Consultant DEPARTMENT OF HUMAN RESOURCES DEVELOPMENT STATE OF CALIFORNIA, Sacramento, California 1967 - 1968
Chief Consultant SERVICE CENTER ADMINISTRATION STATE OF CALIFORNIA, Sacramento, California CORPORATE BOARDS (PAST) Banking and Finance: National Economic Development Association, Inc. Los Angeles National Bank Santa Ana State Bank Banco Popular de Puerto Rico, California Division Other: Delsie Food Corporation (Food Processing) El Arca, Inc. (Social Services Administration) NEDA Property Corporation (Property Management) NEDA Systems Corporation (Software) Volunteer Activities 1993 – 1997 Trustee, Center for Excellence in Education, McLean, Virginia
1966 - 1967
Trustee, Research Science Institution, Boston, Massachusetts (In cooperation with MIT and Harvard) 1989 – 1993 Board Member Family Support Advisory Board (Chairman 1989-1991) County of Los Angeles, Los Angeles, California 1972 – 1995 Served at various times as an officer, director, or member of the following organizations: Senatorial Hispanic Task Force, Washington D.C. Congressional Hispanic Caucus Institute, Inc., Washington, D.C. United States – Mexico Foundation, San Diego, California Chairman, 1988 & 1991 National Association of Minority Business Development Organizations Washington, D.C. National Chairman GMAT Advisory Committee Educational Testing Service, Princeton University, Princeton, New Jersey Western States Manpower Advisory Board (Appointed by U.S. Secretary of Labor) California, Arizona, Nevada, Oregon, Washington and Hawaii
Carrissa M. Villalobos
P.O. Box 7172-295 Stateline, NV 89449 • (775) 691-0593 • firstname.lastname@example.org
EDUCATION Southwestern University School of Law – Los Angeles, CA Juris Doctor - May 2005 Whittier College - Whittier CA Bachelor of Arts, Political Science - May 1999
EXPERIENCE ARVCO Financial Ventures, LLC Stateline, NV 2009 - present
General Counsel and Compliance Officer • Directs and oversees all administrative and legal matters for FINRA registered BrokerDealer. • Supervises all Administrative staff • Facilitates all administrative and compliance trainings. ARVCO CAPITAL RESEARCH, LLC Stateline, NV 2006 - 2008
General Counsel and Chief of Real Estate Division • Handle all administrative matters and legal issues for international investment banking and financial advisory firm. • Oversee all project reviews, due diligence, project analysis and project management for company’s Real Estate clients. OFFICE OF THE CHAPTER 13, KATHY A. DOCKERY Los Angeles, CA 2005
Legal Analyst • Responsible for monthly analysis of delinquent cases and handling of draft pleadings. • Analyzed pending delinquent cases and recommended appropriate courses of action. UCLA CENTER FOR HEALTH POLICY RESEARCH Los Angeles, CA 2000-2001
Financial & Administrative Assistant • Ensured Center’s compliance with University, federal, state and private funding agencies policies and procedures for financial management. Responsible for monthly reconciliation of general ledgers and assist with completion of monthly financial reports. • Served as liaison between Center and UCLA Corporate Accounting office, as well as primary contact for all Center vendors regarding financial issues. • Assisted Financial Manager with completion of monthly financial status reports and quarterly Center financial status reports. Analyzed contractual obligations concerning reporting requirements and provided tracking methodology for all indirect expenses.
Carrissa Villalobos Page 2 of 2
ARVCO CAPITAL RESEARCH Woodland Hills, CA
1999 – 2000
Administrative Manager • Provided administrative support to executive personnel. • Responsible for coordinating all travel and related reimbursement requests. • Coordinate and prepare all documentation concerning direct expenses and revenue.
TELACU Industries, Inc. Los Angeles, CA
Contract Compliance Consultant • Assured financial compliance on all federally funded contracts. • Audited, analyzed and reported all contract expenditures and provided recommendations to Program Managers regarding Federal contract policies.
VAN NESS RECOVERY HOUSE Los Angeles, CA
Bookkeeper/Administrative Coordinator • Performed all bookkeeping duties including ledger entries, cash management and accounts payable tracking and reconciliation. • Generated bi-weekly payroll, compiled all state and federal payroll tax deposit reports, including workman’s compensation and unemployment reports. • Generated monthly financial status reports for all county and state agency contracts.
AMERICAN FOUNDATION FOR AIDS RESEARCH Los Angeles, CA
Grants Specialist (1992-1995) • Assisted Director with administration of entire Foundation contract and grant programs totaling over $81,000,000. • Directly responsible for programming and implementation of centralized network system for tracking and auditing of all grant programs. Grants Assistant (1991-1992) • Organized and directed the production of all documents, mailings, inquiry responses, and requests for proposal (RFP) grant solicitations. Grants Clerk (1990-1991) • Responsible for departmental data entry and dissemination of departmental correspondence.
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