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

June 13

I had a very positive experience with ConServe. Gary and Justin were outstanding during this very emotional and stressful process and were kind from beginning to resolution. Kindness goes a very long way, especially when collecting a debt and they were incredible.

June 9

Amber was very nice and helpful through this process, I was able to speak to her without any issues, and her personality is one for the books! The process of doing all of this is a little hectic because of time constraints, but if all of your workers at ConServe are like Amber, then it shouldn't be too bad.

June 8

Charles is the most outstanding and patient person I have ever encountered from a debt collection agency. He has been accommodating of many of my mental illnesses and disabilities, and I'm forever grateful that he worked with me to resolve my debt.

June 6

My representative Cathryn was super awesome... We went over my options and she suggested the best one for me without any scare of pressure tactics.

June 1

I recently spoke with Candace who assisted me greatly in completing my loan consolidation process. She was professional, polite, informative and very patient with me...  I look forward to the finalization of this process and congratulate ConServe on a job well done for having Candace as a part of the team!

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