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Ray Sweet, MBA, CPA

RaySweet

Chief Financial Officer

Direct Line: 443.798.7497
Toll Free: 800.677.7887
Direct Fax: 443.798.4120
E-Mail: RSweet@psafinancial.com
LinkedIn

Professional Background

Ray Sweet joined PSA as the Chief Financial Officer in May of 2012. An incredibly accomplished and talented business leader, Ray oversees PSA’s finance and accounting teams. Ray is a very resourceful and bottom-line oriented business management executive who brings unique leadership and vision to PSA.

Ray has more than 25 years of domestic and international experience in finance, operations and business management. Prior to PSA, Sweet spent seven years as Vice President and CFO of JPB Enterprises, where he was responsible for all finance functions and founded the company’s outsourcing practice. Other past positions include CFO and Business Manager for Broadcast Sports, Inc., and CEO and CFO for CHEMSPEC, Inc., a multi-national specialty chemical manufacturer. Ray started his career as an auditor for Coopers & Lybrand.

Ray holds an MBA in Finance from Loyola University Maryland and earned his Bachelors degree in Business Administration and Accounting from Towson University.

Ray is a Certified Public Accountant, and is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and is a board member of Financial Executives International.

Business/Customer Service Philosophy

“PSA’s mission is to protect and grow the assets of our clients. We do this through a disciplined approach to managing their risk, exceeding their expectations and going above and beyond the traditional suite of services provided by our competitors. It is this true spirit of partnership that sets us apart, that increases the value of our relationships.”

 

Recent Blog Posts
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Jul
11th
Proposed Policy Could Discourage Retirement Savings

Brokers play an important role in the retirement community, yet a proposed rule change in the federal government may alter how they operate, and some believe it could possibly put a long-term damper on participation in 401(k) retirement plans. The proposed rule change would raise the guidelines for broker advice from the current “suitability” standard […]

Portfolio (compressed)

May
30th
Time is of the Essence in PSA’s Sundial Portfolios

There is an old adage that says It’s the time in the market that counts, not timing the market, and it speaks to the importance of time when investing your money. Time is one of the key components we consider when building a portfolio for a client because the time horizon of a portfolio influences […]

Featured Image- Ritz1 cropped

May
8th
Secrets of The Ritz-Carlton’s ‘Legendary’ Customer Service

Research supports what most of us already know from experience — that people talk about customer service. If it’s a positive experience, people talk about it. And if it’s a negative experience, people talk about it more. Statistically, most of us are likely to tell 10 to 15 more people about a bad experience than […]

Healthcare

May
1st
New ACA Reporting Requirements Part 2

The Department of Treasury has issued final regulations implementing the insurer and employer reporting requirements under the Affordable Care Act, which will form the basis of the process for assessing penalties under both the individual mandate and the employer mandate, and for determining eligibility for premium tax credits.  The last ACA blog post summarized the […]