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

August 8

I must say, ConServe was super nice and easy to work with.  Kelly was incredibly helpful and calming! She provided me with an overview of my options on how I might rectify the situation immediately.  She then walked me through the consolidation process and was extremely patient in answering all of my questions.

August 4

Thanks to Amber I was able to successfully complete the necessary applications that I needed to move forward to consolidate my loan.  She was extremely helpful, patience, and informative; for that I am extremely appreciative of her service and help

August 2

I spoke with Candace and she did a wonderful job.  She was very positive, helpful and spent more time with me than I would have expected.  I really appreciated her effort and attitude.

August 1

I just wanted to say that the representative that spoke with me on the phone today, Amber, was phenomenal!   I finally feel at ease about student loans and I'm excited for my future in general and working with ConServe. Amazing!!

July 28

Great appreciation to Cindy who walked me through a process that will help me manage my student loans...So very grateful for the excellent service.

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