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

September 16

I wanted to humbly thank ConServe's representative for his courteous and efficient service over the phone.  Their representative was helpful, patient, respectful, and even humorous.  He made a stressful situation, very pleasant and understanding.  A very satisfied customer.

October 27

I have worked in customer service for years and I have never worked with a business that could even compare to the attention that ConServe and their representative Taylor showed to me.  ConServe made it very simple to solve my debts.

October 18

Timothy was very helpful with every step of the process and made all the information very clear to me.  He offered his full support for the entire loan rehabilitation process.  I'm happy to know that people like Timothy at ConServe are helping people with defaulted loans get back on top of things!

October 21

I was unaware my loan was in default and I was extremely nervous and upset when I called ConServe.  Your collector was able to calm me down and provided me with options to get my loan back in good standing.  She was patient and walked me through the loan consolidation process and I was finally able to submit the application thanks to her help.

October 20

Amber was the most competent and easy to talk to Debt Collector.  Her kindness and positive attitude was a delight and her real strength was her thorough understanding of the content we reviewed.

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