Teri Coates

Theresa L. Coates, Executive Assistant to President, has over 25 years’ experience in Executive Administration/Office management in the 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

 

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