Edward Shalati

Strategic Program Leader | Orchestrating Large-Scale Transformation for Banking, Healthcare, and Health Insurance.

I partner with C-suite executives and boards to lead complex organizational change, transforming regulatory, technological, and operational complexity into sustainable advantage. My role is to de-risk strategic ambitions by architecting and delivering measurable transformations.

As a Principal Consultant, I engage at critical junctures—modernizing legacy systems, resolving data chaos, easing regulatory friction, and instilling portfolio discipline. I don’t just manage programs; I build the governance, teams, and operational pathways that turn vision into reality.

Central to my practice is guiding integrated IT & Digital Transformation, employing Agile, Waterfall, and hybrid methodologies to align technology modernization with business outcomes like efficiency, accuracy, and responsiveness.

A key example is re-engineering the Group Health Benefits configuration process. I oversaw a mission-critical application framework for benefit template management and customer enrollment, collaborating with business consultants and enablement teams to transform a fragmented process into a streamlined workflow. This framework became the single source for generating health benefit matrices and Summary of Benefits and Coverage, ensuring accurate data flow into downstream systems—reducing overhead, accelerating onboarding, and improving data integrity.

My leadership integrates:

• Strategic Portfolio Execution: Leading cross-functional teams to deliver complex, multi-vendor initiatives with clarity and accountability.
• Operational & Process Excellence: Redesigning workflows to unlock efficiency and ensure sustainable adoption of new technologies.
• Technology as a Business Enabler: Translating business needs into technical requirements, managing the full lifecycle from business case to implementation.
• Governance for Sustainable Outcomes: Embedding disciplined controls that ensure project success and inherent compliance in regulated sectors.

I am driven by collaborative leadership, building cultures of trust and shared purpose. I leverage emerging technologies like AI not as ends in themselves, but as tools to solve entrenched business problems innovatively, leaving behind stronger, more capable organizations.

Core Competencies

Agile Frameworks, Allowance for Loan and Lease Losses (ALLL), Anti-Money Laundering (AML), Arabic, Artifacts, Artificial Intelligence (AI), Asset-Based Lending (ABL), Bank Holding Company (BHC), Bank Policy Manual (BPM), Bank Secrecy Act (BSA), Basel III, Building and Sustaining Relationships, Business Analysis, Business Process Improvement (BPI), Business Process Mapping, Business Requirements Documentation, California Consumer Privacy Act (CCPA), Change Management, Changepoint Daptive Project Portfolio Management (PPM) Software, Clarity Project Management, Collaboration, Collateralized Loan Obligations (CLO), Commercial Mortgage-Backed Securities (CMBS), Commercial Mortgages, Commercial Real Estate Finance (CREF), Comprehensive Capital Analysis and Review (CCAR), Communication, Confluence, Consent Order, Core Executive Overview, Corporate and Investment Banking (CIB), Current Expected Credit Loss (CECL), Data Governance, Dodd-Frank Act Stress Test (DFAST), Enhanced Prudential Standards (EPS), Enterprise Resource Planning (ERP), Enterprise Risk Management (ERM), External Audit, Financial Acumen, Financial Budgeting, Financial Control, Financial Forecasting, Financial Reporting, French Language, U.S. GAAP, General Data Protection Regulation (GDPR), Governance, Home Equity Lines of Credit (HELOC) Securitization, HP Quality Center (QC), Installment Loans (I/L) Securitization, Intermediate Holding Company (IHC), Internal Audit, Investment Banking and Capital Market (IBCM), Jira, Joint Application Development (JAD), Know Your Customer (KYC), Leadership & Influence, Lean Practices, Line of Defense (LOD), Machine Learning (ML), Market Research, Mergers & Acquisitions (M&A), Model Risk Management and Governance, Moody’s RiskAuthority, Mortgage-Backed Securities (MBS), Mortgage Finance, Mortgage Lending, MRA Remediation, Natural Language Processing (NLP), Natural Language Understanding (NLU), OCC Heightened Standards, Operational Risk Management, Oracle Revenue Management and Billing (ORMB/ORMBA), P&L Management, Portfolio Optimization, Portfolio Strategies, Program Management, Project Management Office (PMO/ePMO), Rapid Application Development (RAD), Real Estate Asset Management (REAM), Real Estate Capital Markets (RECM), Real Estate Investment Trust (REIT), Regulatory Reporting, Relationship Management, Requirement Analysis, Requirements Gathering, Residential Mortgage-Backed Securities (RMBS), Retail Supply Chain Management, Risk Control Self Assessment (RCSA), Risk Management, Risk Mitigation, Risk-Weighted Assets (RWA), Salesforce CRM, Scrum, Software Development Life Cycle (SDLC), Steering Committee (SteerCo), Strategic Thinking, Systems Development Life Cycle (SDLC), Team Development, Telecommuting, Vendor Management, Waterfall Methodology, Wolters Kluwer OneSumX, and Working in Collaborative Teams – Onshore/ Offshore Model.