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 7

Charles was extremely helpful, very professional and genuinely courteous.  He explained all options to me clearly and concisely.  He was patient with me and didn't mind assisting me every step of the way with the required application.  I'm remarkably impressed and so grateful.  Thank you so much for having such a wonderful employee on your team!

June 28

Your representative Eileen was friendly, helpful and extremely efficient.  Her customer served skills are superb and she is truly an asset to your company.

June 2

Keilah was fantastic.  I called regarding something I knew absolutely nothing about and she was able to troubleshoot and explain the debt very quickly, professionally and respectfully.  I manage an inbound call center and I would love to have an agent like Keilah on my team.  Frankly, some of my agents could learn a thing or two from her!

June 13

Justin was very helpful, informative and bright and cheery during my conversation with him.  I appreciated all of his help and most definitely solved my dilemma quickly.

June 8

I can't express how much I appreciates the excellent service I received from ConServe.  I have dealt with collection agencies for many year and I have never been so pleased with the service.  The knowledge, kindness and consideration will never be forgotten.  I was treated with respect and like a human being.  Thanks again.

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