Quicken CEO Eric Dunn – Pioneering Fintech and Transforming Personal Finance Technology

Miguel Armaza sits down with Eric Dunn, CEO of Quicken, one of the largest personal finance software companies in the US with over 17 million clients and also one of the original fintech brands, launched over 30 years ago. In this episode, they discuss: - Eric’s career and why he decided to join Intuit in 1986 as employee #4! - Becoming an investor and reflections from the years he spent in Venture Capital + how it made him a better operator - Quicken’s journey and some of their challenges and reflections from 35+ years - Thought process behind Intuit’s decision to spin off Quicken - His management approach and frameworks to make strategic company decisions - Analysis of a fast-growing fintech space - And a lot more! Eric Dunn Eric has served as the CEO of Quicken Inc since 2016. He has been part of the Quicken business since its early days – he joined Intuit, Quicken’s previous owner, as employee #4 in 1986, when Quicken was the only Intuit software product. Over the course of his 20 years at Intuit Eric served as the CFO through the 1993 IPO and merger with ChipSoft (TurboTax); while he was CFO, he was also a software developer who worked on almost all of the early versions of Quicken; he was the first VP/general manager of the Quicken business; he was Intuit’s first CTO; and then led Intuit’s payments business during an additional tour of duty at Intuit in 2010-2015. Eric retired from Intuit in 2000 to pursue a second career in technology investing, first as an angel investor and then as a General Partner at Cardinal Venture Capital. Eric has served on the boards of directors of dozens of companies and organizations, including six public companies. Eric is married and has two children, both recently graduated from college and employed. In his free time, Eric plays tennis and squash and is a piano student. He is also a helicopter pilot and flies a Robinson R66. About Quicken Quicken is the #1 personal finance software in the US. For over 30 years, customers have relied on Quicken to manage all their finances, so they can lead healthy financial lives. In 2016, Quicken, formerly part of Intuit, became an independent company. Its desktop and cloud product suite includes a family of products that cater to different financial needs and device preferences — Quicken Starter Edition, Quicken Deluxe, Quicken Premier, and Quicken Home & Business, all of which can sync with Quicken's website and mobile apps — as well as Simplifi for mobile and web. Simplifi, named the "best budgeting app" by The New York Times' Wirecutter, is designed to help a new generation of mobile-first customers easily stay on top of their finances. Over 17 million people have used a Quicken product to manage their finances. Learn more at www.quicken.com.