Teri Coates

Theresa L. Coates, Executive Assistant to President. Over 25 years’ experience in Executive Administration/Office management in Financial Investment and Engineering Consulting industries.

Areas of Expertise

• Managing Administrative Support functions
• Travel Planning, Meeting and Seminar Coordination
• Office Management
• Human Resources Recruitment, Interviewing, Training, Benefit management and Handbook preparation
• Computer literate in MS Office (Word, Excell, Power Point, Outlook) Front Page Publisher, Visio, Oracle SharePoint
• Accounts Receivable, Payable and General Ledger

Experience and Background

• Executive Assistant to President,, Quanta Technology 2009-present
• Office Manager/HR Administrator, KEMA, Raleigh, NC 2005 -2009
• Investment Operations Specialist, Northwestern Mutual, Raleigh, NC 2003-2005
• Office Manager/Admin Asst, American Express, Raleigh, NC 2001-2003
• Executive Assistant to CEO, InvesTech System Consultants, WH, CA 1997-2001
• Office Manager/Exec Asst H.D., Vest Securities, Westlake Village, CA 1993-1997
• Executive Asst to Marketing Manager, Seagate Technologies, SV, CA 1990-1993
• Administrative Assistant, E.F. Hutton and Co, Raleigh, NC 1985 1988
• Assistant to VP Investments, El Paso national Bank, El Paso, TX 1979-1985

Accomplishments and Industry Recognition

• CA Insurance Brokers License and Series 66 Investment License

Education

• B.A. Communications, Taiwan University, Taipei, Taiwan

Personal

• Interests include travel, photography, calligraphy, crochet and reading.

Theresa (Teri) Coates can be contacted at Tericoates@quanta-technology.com