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Reena Desai Email & Phone Number

Portfolio Manager at Sitaram Trust Portfolio Management
Location: Houston, Texas, United States 8 work roles 2 schools
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Current company
Sitaram Trust Portfolio Management
Role
Portfolio Manager
Location
Houston, Texas, United States

Who is Reena Desai? Overview

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Reena Desai is listed as Portfolio Manager at Sitaram Trust Portfolio Management, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Reena Desai.

Reena Desai previously worked as Executive Board Member at Mark Twain Pto and Community Outreach Coordinator at Mark Twain Pto. Reena Desai holds Jd, Law from University Of Houston Law Center.

Profile bio

About Reena Desai

My heart resides in politics, especially voter education and public school reform.After living in Saudi Arabia, England, and Hong Kong, I fell in love with the American democratic process while becoming a naturalized citizen. I explored career options during college, including serving as a Legislative Aide for Representative Tommy Williams and working on a voter redistricting project that opened my eyes to the repression of brown- and black-skinned communities. Although these experiences confirmed that political work would enable me to realize my values and ambitions, I followed my parents’ advice to go into law. Following a successful legal services career, I took a break to raise my children while volunteering for roles impacting critical policy issues. When the Texas Education Agency (TEA) usurped decision-making power from the Houston Independent School District’s (HISD) elected school board members, I applied to be on the Board of Managers to help fix my children’s public school district. Additionally, I served as a Poll Worker and as the Harris County Deputy Clerk for the 2020 election.What brings me joy outside of my family is hearing elections called for my candidate, facilitating first-time voters' participation, answering political questions for friends and colleagues, and celebrating the peaceful transfer of power with my kids to reinforce the importance of participating in the democratic process. Now that my kids are grown, I’m eager to become a driving force of positive change in Texas. I recently graduated from the LBJ Campaign School at UT Austin, where my team won the capstone project by creating and presenting the best campaign plan, despite having 2 fewer team members than the rest of the class. Now, I’m ready to apply my learning in a real-world environment. If you’re seeking a driven leader who can guide budgeting, paid & social media, fundraising, speechwriting, field organizing, and more, let’s connect!

Current workplace

Reena Desai's current company

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Sitaram Trust Portfolio Management
Sitaram Trust Portfolio Management
Portfolio Manager
8 roles · 23 years

Reena Desai work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Sitaram Trust Portfolio Management

Houston, Texas, United States

• Grew portfolio of stocks, bonds, and private equity investments 2X through active management.• Work with multiple third-party professionals in law and tax to support investor requirements.• Maintained current knowledge of market landscape and emerging trends to provide trusted guidance to investors.

2015 - Present ~11 yrs 6 mos

Executive Board Member

Houston, Texas, United States

► Executed strategic corporate sponsorship fundraising drive, raising $55K on $30K target and doubling bounty of prior years.►Methodically organized campaign, researched prospective sponsors, distributed engaging mailings, offered incentives, and followed up with phone calls / personal visits to deliver compelling proposition on how funds support kids.►Collaborated with President to establish annual budget and VP of PTO Membership to stimulate sponsorships among families with small businesses, maintaining goodwill by driving recognition of corporate sponsors throughout the year.►Administrated corporate sponsor / contact database, accurately recording donation-related information.Initiated processes and procedures to streamline fundraising activity for future corporate sponsorship leaders.

2019 - 2020 ~1 yr

Community Outreach Coordinator

Houston, Texas, United States

► Nurtured trust and grew organizational reputation by developing and evangelizing community-focused programs, and liaising with local organizations (John P. McGovern Library, YMCA, and Braeswood Place Homeowners Association).► Coordinated services for families affected by Hurricane Harvey in 2017, delivering hands-on support to address residential flooding and collecting / distributing basic necessities to individuals in temporary housing.

2017 - 2019 ~2 yrs

Owner

Daneer Group, Llc

• Maintained relationships with Edwards Burns & Krider while transitioning to independent consulting role to accommodate a personal move; traveled for trials, wrote motions, and proactively engaged in research / filings to streamline trials.• Established all business processes and relationships to catapult growth of legal services / consulting company serving two Fortune 500s and multiple law firms in California, Ohio, and Texas.• Provided astute settlement and trial advice based on in-depth analysis of product liability lawsuits and claims.• Significantly contributed to settlement of ~10% of original claim for multi-million-dollar trial through comprehensive on-site legal support.• Leveraged knowledge of Six Sigma project management to meet financial targets set by clients.

Jul 2006 - 2015

President

Daneer Group, Llc

► Maintained relationships with Edwards Burns & Krider while transitioning to independent consulting role to accommodate necessary move; traveled for trials, wrote motions, and proactively engaged in research / filing to streamline trials.►Established all business processes and relationships to catapult growth of legal services / consulting company serving two Fortune 500s and multiple law firms in California, Ohio, and Texas.►Provided astute settlement and trial advice based on in-depth analysis of product liability lawsuits and claims.►Significantly contributed to settlement of ~10% of original claim for multi-million-dollar trial through comprehensive on-site legal support.►Leveraged knowledge of Six Sigma project management to meet financial targets set by Six Sigma project.

2006 - 2014 ~8 yrs

Law Clerk

Edwards & George, Llp

 Independently drafted all pleadings related to FLSA employer/employee litigation including original petitions, legal affidavits, discovery, trial motions and joint status reports Researched and drafted motions for summary and default judgment; successful in multiple cases, allowing clients to avoid costly court expenses Composed settlement agreements and explained agreements to plaintiffs in non-legal terms  Handled all collections matters for the firm, including drafting and filing all writs of garnishment and execution, post judgment discovery and required client contact during the process Organized and supervised a staff of two in an extensive document review for a Fortune 500 client; utilized MS Excel and taught co-workers spreadsheet techniques to rapidly quantify data, substantially reducing process time and cost to client Assisted Managing Partner in explaining compiled data and reports to clients Prepared extensive product liability risk reports for client’s General Counsel and head of Accounting Prepared and researched documents for a multi-million dollar trial in Baltimore, including motions in limine, exhibits that discredited the lead plaintiff and motions to exclude expert witness testimony  Researched laws regarding prosecution of Vioxx cases at the state level on behalf of the citizens of New Mexico; work was presented to the Attorney General of New Mexico Spearhead firm’s representation of Vioxx plaintiffs; responsible for serving as lead plaintiff’s contact, research related to multi-district litigation, review of medical records, and preparation of required filings Experience with breach of contract, fraud, fraudulent inducement, and suit on sworn account cases Attended jury selection and conferred with head partner on which jurors to strike Prepared jury charge for judge to instruct jurors on applicable law and relevant legal definitions

Jan 2004 - Jul 2006

Law Clerk

Houston, Texas, United States

► Quickly established reputation as a reliable, forward-thinking, emerging leader by developing expertise in Fair Labor Standards Act (FLSA), product liability, contract disputes, and Americans with Disabilities Act (ADA) to facilitate successful case outcomes and help clients avoid extraneous legal costs.►Independently drafted pleadings, motions, settlement agreements, product liability reports, briefs, and other documents based on extensive research.►Recognized by Head Partner for communication skills and entrusted to disseminate complex concepts in understandable terms to colleagues, clients, and other stakeholders.►Coached and mentored two team members, promoting efficiency and related cost savings for clients by enabling colleagues to rapidly quantify data through Excel training.►Proofed, edited, and cite-checked briefs submitted to Supreme Court on behalf of plaintiff Spector in Spector v. Norwegian Cruise Lines, helping secure favorable ruling that cruise lines incorporated in foreign countries must still follow US laws.

2004 - 2006 ~2 yrs

Legal Assistant

Legal Assistant to Irv Terrell, 6/01 – 5/02 Performed research and compiled reports for two Federal trials in Redistricting; responsible for utilizing state provided racial statistics in order to draw up redistricting maps that conformed to federal requirements  Reviewed documents to establish legal relevance in discovery process. Assisted in the organization of a large-scale production for a major oil company, where I also provided direct support for others in a related document review

Jun 2001 - May 2002
2 education records

Reena Desai education

FAQ

Frequently asked questions about Reena Desai

Quick answers generated from the profile data available on this page.

What company does Reena Desai work for?

Reena Desai works for Sitaram Trust Portfolio Management.

What is Reena Desai's role at Sitaram Trust Portfolio Management?

Reena Desai is listed as Portfolio Manager at Sitaram Trust Portfolio Management.

Where is Reena Desai based?

Reena Desai is based in Houston, Texas, United States while working with Sitaram Trust Portfolio Management.

What companies has Reena Desai worked for?

Reena Desai has worked for Sitaram Trust Portfolio Management, Mark Twain Pto, Daneer Group, Llc, Edwards & George, Llp, and Morgan, Lewis & Bockius Llp.

How can I contact Reena Desai?

You can use AeroLeads to view verified contact signals for Reena Desai at Sitaram Trust Portfolio Management, including work email, phone, and LinkedIn data when available.

What schools did Reena Desai attend?

Reena Desai holds Jd, Law from University Of Houston Law Center.

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