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.
Rodney AllenMember of the Board
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Rodney AllenMember 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.
Edward LavelleHead of Trust and Fiduciary Services &
Member of the Board
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Edward LavelleHead of Trust and Fiduciary Services &
Member of the Board
Edward Lavelle is an experienced
trust practitioner, having worked in the
industry for over 20 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.
Alizée BoyerTrust Officer
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Alizée BoyerTRUST 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 AltaevaTrust Officer
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Tatiana AltaevaTRUST 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 BurnetCompliance Manager
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Karine BurnetCOMPLIANCE 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 ZiouaniOffice Manager
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Ouafae ZiouaniOFFICE 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.
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 speaks fluent English, French and
Spanish.
Mary A. AkkermanDirector
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Mary A. AkkermanDirector
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).
Roy Haberstick joined CISA Trust Company (South Dakota)
LLC as a Senior Trust Officer in 2022. He has over 6 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.
Roy speaks fluent English and Spanish.
Camille JensenChief Financial Officer
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Camille JensenChief Financial Officer
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.
Beau SullivanTrust Officer
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Beau SullivanTrust Officer
Beau Sullivan joined CISA Trust Company (South Dakota) LLC in January 2021 as Trust Administrator. 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.
Jose Luis Neri VarelaSenior Wealth Planning Advisor
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Jose Luis Neri VarelaSenior Wealth Planning Advisor
Jose Luis Neri joined CISA LatAm as a
Senior Wealth Planning Advisor in 2022.
He has over 15 years of experience as an attorney
and specializes in international tax planning,
both for companies and (U)HNW Latin American families.
Jose Luis obtained a Law Degree from the Universidad de Monterrey,
México (2006), a Master of Laws in Taxation from the Universidad
de Deusto in Bilbao, Spain (2010), and an LL.M. in International
Taxation from the University of Florida (2013).
Stefania Spagnolo joined CISA LatAm as an Associate Wealth Planning Advisor in 2022.
She obtained a bachelor of Business Administration from Universidad Nacional del Nordeste (Argentina)
and is a Florida certified paralegal with over 10 years of experience in Immigration Law.
Stefania also obtained a Professional Certificate from Google in Project Management.
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.
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 ReddyNon-Executive Director
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Kay ReddyNon-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 PowellSenior Corporate Administrator
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Donica PowellSenior 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 SeptusCorporate Administrator
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Albertina SeptusCorporate 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.