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 23

I spoke to the Nicole earlier today and she had an upbeat personality and was very helpful and patient throughout the process for assisting me with completing required forms.  I'm looking forward to working with ConServe.

August 21

Frank is a great representative.  He was patient and helped me step by step.  Thank you.

August 1

Thank you to Joslyn who helped me through the collection process.  I appreciated the time she took to not rush me through the call and she reassured me that all documents were received and filled out correctly.  Your team has excellent customer service.

August 22

I had the pleasure of working with a ConServe representative, Tony, who showed excellent professionalism and customer service.  He was very helpful and detailed.

August 14

Issa was awesome with helping me with my financial situation she was very comforting and assuring.  She demonstrated great professionalism and handled me with care - simply the best.

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