Our People

Meet Our People: The Heart of CISA Trust

Our success at CISA Trust is grounded in the dedication and expertise of our cohesive team of talented professionals. With extensive experience in the trust industry, our professionals commit themselves daily to delivering the highest quality of service to our clients. Our team embodies and upholds CISA Trust Company’s core principles of continuity, independence, integrity, and excellence. Get to know the people who make CISA Trust your trusted partner in succession planning.

John J. Ryan Jr.

President

Edward Lavelle

Head of Trust and Fiduciary Services & Member of the Board

Rodney Allen

Member of the Board

Alizée Boyer

Trust Officer

Tatiana Altaeva

Trust Officer

Karine Burnet

Compliance Manager

Ouafae Ziouani

Office Manager

Dorentina Kolloni

Digital Marketing Manager

Kaltrina Halimi

Office Administrator

John J. Ryan Jr.

President

ROY W. Haberstick

Managing Director & Member of the Board

Camille Jensen

Chief Financial Officer & Member of the Board

Mary A. Akkerman

Member of the Board

Beau Sullivan

Compliance Officer

Elle Onisciuc

Trust Officer

Patrick Brinkman

Trust Officer

John J. Ryan Jr.

President

Maria Cecilia Rachadell

Head of Wealth Planning

Juan Carlos De Sousa

Senior Wealth Planning Advisor

Alejandra Guerra Rumbos

Associate Wealth Planning Advisor

John J. Ryan Jr.

President

Cecilia Denis

Managing Director

Kay Reddy

Non-executive Director

Donica Powell

Senior Corporate Administrator

Albertina Septus

Corporate Administrator

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Discover tailored trust solutions for individuals and financial advisors alike. Reach out to our experienced team for personalized guidance. Collaborate with us and pave the way to financial security!

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John J. Ryan Jr.

John J. Ryan, Jr.

President

John J. Ryan, Jr. is the President of CISA Trust and has worked for the company since 1993. He has nearly 30 years of experience in advising families on the use of trusts in international estate planning.

He attended Milfield School (1976), obtained a BA from Indiana University (1981), a JD from Pepperdine University (1984), and an LL.M. from Georgetown University (1989). He is an attorney at law admitted in New York and Florida. John was peer-selected to appear in the ALM/Legal Week Private Client Global Elite Directory 2022-2023.

John speaks fluent English, French and Spanish.

Edward Lavelle

Edward Lavelle

Head of trust and fiduciary services & member of the board

Edward Lavelle is an experienced trust practitioner, having worked in the industry for over 25 years during which time he has held senior roles internationally in both bank owned and independent trust companies.

Edward is a graduate of the University of Birmingham where he took Law with Business Studies (LLB Hons), a Trust and Estate Practitioner (TEP), and is a Committee member of STEP-Geneva.

Rodney Allen

Rodney Allen

Member of the board

J. Rodney Allen has more than 30 years of experience in advising wealthy individuals and their businesses on tax and estate planning and cross-border issues.

Mr. Allen received a BA in English from James Madison University (1979), a JD from the University of Richmond (1985) and an LLM from Oregon University (2011). He is an attorney at law and a member of the Texas Bar.

Alizée Boyer

ALIZÉE BOYER

TRUST OFFICER

Alizée Boyer is an experienced trust officer having worked for trust companies in Switzerland for over 10 years.

She received a BA in International Relations from the Institut d’Etudes des Relations Internationales (Paris) and is a graduated TEP (Trust & Estate Practitioner) since 2013.

Alizée speaks fluent English and French and has an intermediate level in Spanish.

Tatiana Altaeva

TATIANA ALTAEVA

TRUST OFFICER

Tatiana Altaeva is an experienced trust officer, having worked in international bank and independent trust companies for nearly 20 years.

Tatiana received a Master in Economics from the Saint-Petersburg Mining University, and is a graduated TEP (Trust and Estate Practitioner) since 2007.

Tatiana speaks English, French and Russian.

Karine Burnet

KARINE BURNET

COMPLIANCE MANAGER

Karine Burnet is an experienced trust compliance officer having worked for banks and trust companies in Switzerland for nearly 15 years.

She received a Bachelor of law and a post graduate Diploma in law from the University Nice Sophia Antipolis (France) and a Masters Degree in Business Law from Lyon III University (France).

Karine speaks fluent English and French.

Ouafae Zouani

OUAFAE ZIOUANI

OFFICE MANAGER

Ouafae Ziouani is the Office Manager. She is a graduate of the Ecole de Management des Sciences de l’ingenierie (EMSI), Casablanca, Morocco, and has been with the company for more than 20 years since 1997.

Ouafae speaks English, Spanish, French and Arabic.

Dorentina Kolloni

Dorentina Kolloni

Digital Marketing Manager

Dorentina Kolloni joined CISA Trust Company (Switzerland) SA in 2023 as the Digital Marketing & Communication Manager, responsible for enhancing online presence and brand awareness through comprehensive strategies.

Dorentina holds a Bachelor’s degree in Tourism Management and a Certificate of Specialist in Digital Strategy. 

Dorentina speaks French, English and Albanian.

Kaltrina Halimi

Kaltrina Halimi

OFFICE ADMINISTRATOR

Kaltrina Halimi joined CISA Trust Company (Switzerland) SA in 2023 as an Office Administrator. 

Kaltrina holds both a Federal Certificate of Capacity and a Swiss Vocational Baccalaureate. These credentials highlight Kaltrina’s expertise and readiness to excel in their respective field. With a solid educational background, Kaltrina is well-prepared to contribute effectively and succeed in her professional endeavours.

Kaltrina speaks French, English and Albanian.

Roy W. Haberstick

Roy W. Haberstick

managing director & Member of the board

Roy Haberstick joined CISA Trust Company (South Dakota) LLC as a Senior Trust Officer in 2022. He has over 7 years of experience working as a trust officer, administering both foreign and domestic trusts at Trident Trust Company (South Dakota) Inc. and Wells Fargo.

Roy holds a Bachelor’s degree in International Studies from Minnesota State University Moorhead (2010), a Juris Doctor degree (JD) from the University of South Dakota Knudson School of Law (2015), and the professional designation of Certified Trust and Fiduciary Advisory (CTFA) offered by the American Bankers Association (2022).

Roy is a member of the Sioux Falls Estate Planning Committee, a full TEP member of the Society of Trust and Estate Practitioners (STEP).

Roy speaks fluent English and Spanish.

Camille Jensen

Camille Jensen

CHIEF FINANCIAL OFFICER & Member of the board

Camille Jensen joined CISA Trust Company (South Dakota) LLC in 2018 as a Senior Trust Administrator and became Chief Financial Officer (CFO) in 2021. Camille has many years of trust experience. Before joining CISA Trust, she worked 6 years as a Supervisor in the audit department of a public accounting firm.

Camille received her Bachelor’s degree in Business Administration with a major in Accounting from the University of South Dakota and is a Certified Public Accountant (inactive). She is also a member of the Sioux Falls Estate Planning Council.

Mary A. Akkerman

Mary A. Akkerman

member of the board

Mary A. Akkerman became director of CISA Trust Company (South Dakota) LLC in 2023. She is a partner at Davenport Evans Lawyers in Sioux Falls and practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.

Mary is a graduate of South Dakota State University (B.A., 1994), South Dakota State University (M.A., 1998), and University of South Dakota School of Law (J.D., 2001, with Sterling Honors).

Beau Sullivan

Beau Sullivan

compliance OFFICER

Beau Sullivan joined CISA Trust Company (South Dakota) LLC in January 2021 as Compliance Officer. Prior to joining CISA Trust, he was an adjunct at the University of South Dakota Knudson School of Law where he taught Critical Legal Skills.

Beau attended the University of South Dakota Knudson School of Law and Beacom School of Business where he received his JD and MBA. Beau was an associate editor for the South Dakota Law Review. He is also a member of the South Dakota Trust Association and the Sioux Falls Estate Planning Council. Beau is licensed to practice law in the State of Iowa.

Elle Onisciuc

Elle Onisciuc

Trust Officer

Attorney Elle Onisciuc joined CISA Trust Company (South Dakota) LLC in 2022 as Trust Administrator. Prior to joining CISA, Elle worked in private practice and clerked for the South Dakota Supreme Court.

Elle holds a Bachelor of Arts degree in Government/International Affairs and Modern Foreign Languages from Augustana University, and a Juris Doctor degree from the University of South Dakota Knudson School of Law. 

Elle is published in Vol. 65, Issue II of the South Dakota Law Review; is currently a member of the Sioux Falls Estate Planning Committee (SFEPC) and South Dakota Trust Association (SDTA), and is an affiliate of the Society of Trust and Estate Practitioners (STEP).

Patrick Brinkman

Patrick Brinkman

Trust Officer

Patrick Brinkman joined CISA Trust Company (South Dakota) LLC in 2023 as a Trust Officer.

Patrick obtained his Juris Doctor degree from the University of South Dakota Knudson School of Law and his Bachelor of Arts degree from the University of Northern Iowa. He is also a member of the South Dakota Trust Association and the Sioux Falls Estate Planning Council.

Patrick is licensed to practice law in the State of South Dakota.

Maria Cecilia Rachadell

Maria Cecilia Rachadell

Head of Wealth Planning

Maria Cecilia Rachadell is an experienced international business lawyer with more than 25 years of practice and specific knowledge of the Latin America market. Maria Cecilia is a Lawyer (Abogado), summa cum laude from Universidad Catolica Andres Bello in Caracas, and has an Master of Laws (LL..M.) from Harvard Law School.

Throughout her career she has received numerous accolades and awards, and is regarded as trusted advisor by high profile clients due to her business savvy, deep legal knowledge, and ability to provide tailor-made solutions, with high impact on business results.

Before joining CISA, Maria Cecilia was Managing Director of Amicorp Miami, and partner in internationally recognized law firms. Native Venezuelan, lived and worked in the United States and Venezuela. She is fluent in English and Spanish.

Juan Carlos De Sousa

Juan Carlos De Sousa

Senior Wealth Planning Advisor

Juan Carlos De Sousa is an International Lawyer with a Master of Laws (LLM) and an MBA, who specializes in international business and taxation. Over 20+ years of experience in corporate, estate, fiduciary, insurance and complex cross border transactions, working on both sides of the spectrum by holding executive positions in multinationals, as well as advising individuals and families. Creating business continuity and tax optimization strategies as well as protection and confidentiality using trusts and other vehicles.

Juan, also holds a Trust and Estate Practitioner (TEP) designation, with an Advanced Certificate in Family Business Advising from the prestigious Society of Trust and Estate Practitioners (STEP) and a 215 Life Health and Annuity Insurance License. He has been featured as speaker and panellist in several private wealth conferences.
He Currently lives in Miami, Florida with his family, and shares his time between work and his two other passions: being at sea or his family race horse farm in Ocala, FL.

Alejandra Guerra Rumbos

Alejandra Guerra Rumbos

Associate Wealth Planning Advisor

Alejandra Guerra Rumbos is an International finance professional, with experience in lead banking, top consulting companies, and highly ranked education institutions, with specific knowledge of Latin America markets.

Fifteen years of experience working in business development and operations in different areas such as fundraising, banking and capital market, business development, research analysis, and consulting.

Recognized for creating and maintaining effective channels of communication between the company and its clientele across different corporate environments; managing clients’ accounts with an aim to retaining their business and loyalty.

Native Venezuelan: lived and worked in the United States and Venezuela, with proven ability to adapt to diverse organizational cultures.

Cecilia Denis

Cecilia Denis

Managing Director

Cecilia Denis joined CISA in 2006 as a Trust Officer in the Swiss office and became Managing Director of CISA Trust Company (BVI) Ltd. in 2015. She is an experienced trust practitioner, having worked in the industry for twenty years in Jersey, Switzerland, and the BVI.

Cecilia has a Master’s Degree in Economics and Social Studies from the University of Nantes, France. She holds STEP’s diploma in International Trust Management and ICA’s international diploma in Governance, Risk and Compliance. Cecilia is a full member of the Society of Trust and Estates Practitioner (TEP) (2008), and a full member of the International Compliance Association (MICA) (2018).

Cecilia speaks fluent French and English.

Kay Reddy

Kay Reddy

non-executive Director

Kay Reddy became non-executive director of CISA Trust Company (BVI) Ltd in 2022. Kay is an experienced trust practitioner, having worked in the industry for over 35 years during which time she has acted as Director of regulated entities in Anguilla, Bermuda, the British Virgin Islands and Nevis. She moved to the British Virgin Islands in 1987 to work in the audit field and later established Barclays Private Bank and Trust (BVI) Limited. Kay served as Managing Director and Compliance Officer to the Hauteville Group of regulated Trust, Fund and Insurance Management subsidiaries for over 20 years.

Kay is a graduate of Warwick University where she received a Bachelor of Science (Hons) degree in Mathematics, Operations Research, Statistics and Economics. She is a Fellow of the Institute of Chartered Accountants in England and Wales, a Business and Finance Professional and a full member of the Society of Trust and Estate Practitioners (TEP).

Donica Powell

Donica Powell

SENIOR CORPORATE ADMINISTRATOR

Donica Powell joined CISA Trust Company (BVI) Ltd. in 2017 as a Corporate Administrator. She has an experience in the financial service industry of nearly 15 years during which she has been performing company administration duties.

Donica holds a diploma in professional Secretary and Paralegal Studies. She is currently studying to obtain the Certificate and Diploma in International Trust Management from the Society of Trust and Estates Practitioners (STEP).

Albertina Septus

Albertina Septus

CORPORATE ADMINISTRATOR

Albertina Septus joined CISA Trust Company (BVI) Ltd in 2021 as a Corporate Administrator. She has been managing client relationships at various levels over the past 5 years.

Albertina completed her associate degree with double majors in Business Administration and Accounting, along with a Certificate of Achievement in Supervisory Management from the H. Lavity Stoutt Community College in the BVI. She also holds a Diploma in Financial Crime Prevention from the International Compliance Association. Besides being a dedicated professional, she volunteers time to serve the community through the local affiliate of a global civic organization.