Richard Klein, CPA, Chief Financial Officer


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.


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.


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.


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

September 24

Today while trying to make a payment, Julie was incredibly helpful and extremely patient in dealing with the situation and with my bank.  I can't thank her enough for all her help. She is a great asset to your company!

September 12

The entire process of paying off my debt has caused me a lot of stress, but your company has made it so much easier for me. I can't thank you enough for being so professional and friendly!

September 9

Gabe was extremely helpful and I can't thank her enough! She walked me through the steps in a clear and concise manner and was very patient.  She is definitely an asset to ConServe and I'm happy to have worked with her on my consolidation!

September 8

ConServe went above and beyond and I was very appreciative.  This is something that I had been trying to get done for a long time.

September 7

The ConServe staff was extremely helpful in helping me consolidate my loans. There was no judgement towards me for my situation. I am no longer afraid to pick up the phone and get help when I become overwhelmed with my loans.  Thank you very much.

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