Richard Klein, CPA, Chief Financial Officer

kleinResponsibilities

Rich joined ConServe in March 2003. His responsibilities include ensuring full accounting of all financial transactions with Clients and other stakeholders.

Rich also manages trust accounting processes, Client invoices, the processing and applying of borrower payments, and develops financial reports for the executive management team.

Experience

Prior to joining ConServe, Rich held CFO and Controller positions with high-tech software companies in the Rochester area.  He also worked at PricewaterhouseCoopers for 7 years as an Audit Manager.

Achievements

Rich has earned his CPA, and is a member of the New York State Society of CPAs and the American Institute of CPAs.  Rich is also the 2013 recipient of the Rochester Business Journal's Financial Executive of the Year Award.

Education

Rich received his undergraduate degree from St. John Fisher College, with a major in accounting.  He earned his MBA from the University of Rochester's Simon School of Business, with concentrations in finance, entrepreneurship, and marketing.

Consumer Compliments

April 12

Getting help from Gabe made the process of loan consolidation a lot easier and painless. She was understanding and patient.

April 8

My experience with ConServe has been fantastic. Casey assisted me and was extremely helpful and kind. I was utterly lost in how to go about handling the chaos of student loans. He helped me choose the appropriate plan of action to handle my loans which immediately relieved all the confusion.

April 6

Kristin was very helpful and thorough.  She walked me through the process with patience and competence.  All my questions were answered and confident that my issues were being resolved.  She is a great team member and I enjoyed speaking with her.

April 4

Kelly was exceptional and her customer service was fantastic.  She was a joy to work with from the very first moment on the phone; she was extremely kind, patient and helpful.

April 1

I can't express how thankful I am for Charles in helping me today.  His professionalism and help has reduced so much stress and anxiety regarding my student loan repayment.  Again, thank you Charles for an amazing job!

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