Kim Sgarlata

Questioner
DISC Type : c

Group CEO & Executive Director at Opera Limited

Saint Peter Port, Guernsey, Guernsey

Overview

Kim Sgarlata is the Group CEO of Opera Limited, a dynamic leader with over 20 years of experience driving large-scale transformations in the financial services sector. A graduate of the University of Tennessee, she also completed an executive leadership program in sustainability at Imperial College Business School and was named CEO of the Year at the 2025 WealthBriefing European Awards.

Outside of her executive role, Kim is a passionate advocate for diversity and inclusion, having been recognized as a finalist for the Women in Banking & Finance Award for Achievement and the British LGBT Awards Corporate Rising Star. Reflecting her Tennessee roots, she has a stated love for country music.

Unique fact: She excels in embedding ESG-linked behavioral changes within corporate teams and facilitating their transition to agile operational methods.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Systematic

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Strategic Acquisitions
Currently leading "Project Overture, " a five-year plan focused on strategic growth through the acquisition of values-driven, culturally-aligned financial services firms.
ESG & Sustainability
Completed an executive program in sustainability at Imperial College and focuses on embedding ESG-linked changes within organizations.
Diversity & Inclusion
An outspoken advocate for D&I, she has been a finalist for both the Women in Banking & Finance Award and the British LGBT Awards Corporate Rising Star award.

Media Appearances

The Oak Group appoints Kim Sgarlata as Group CEO. Featured in Asset Servicing Times

See Now

Work History

9-2023
Group CEO & Executive Director at Opera Limited
9-2023 - 11-2025
CEO at Oak Group
3-2021 - 9-2023
Global Head of Wholesale Transformation at HSBC
1-2020 - 3-2021
Global Head of Strategic Programme Development, Commercial Banking at HSBC
7-2016 - 1-2020
Partner at Capco

Education

1-2023 - 5-2023
Completion of Imperial Sustainability Executive Leadership Programme from Imperial Business School
1998 - 2002
Bachelor of Science - BS from University of Tennessee, Knoxville

More Information

Social Presence :

Prographics :

Exp : 15 Location : Saint Peter Port, Guernsey, Guernsey Job Level : Leadership Designation : Group CEO & Executive Director at Opera Limited
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Insights For Selling To Kim

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kim is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kim

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kim move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kim take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kim

Personality Compatibility


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